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Follow on Google News | Tom Tillery to Speak at AICPA Advanced Personal Financial Planning ConferenceThomas N. Tillery, will be presenting at the 2015 AICPA Advanced Personal Financial Planning Conference to be held January 19-21 at the Bellagio in Las Vegas, Nevada.
The personal financial planning needs of the affluent have not changed over time. Yes, the terrain is different; but their fundamental needs are consistent: cash flow, risk management, investment planning , tax management, and estate planning. This presentation will provide practitioners with a "Trail Guide" for working with affluent clients. Tom will review time tested solutions to issues facing the wealthy. The presentation is populated with practical illustrations and anecdotes from his 30+ years in this arena. Thomas Neal Tillery, CFP®,CLU®, ChFC®, CRPC®, LUTCF is Vice President and Chief Compliance Officer of Paraklete® Financial, Inc. Paraklete® Tom earned a M.S. in Financial Services from The American College and an M.A. in Education from The Southern Baptist Theological Seminary. He is an active member of AICPA (Non-CPA Associate), the Atlanta Estate Planning Council and the Society of Financial Service Professionals. Tom is a frequent speaker and writer on all topics relating to personal financial planning. He has written personal financial planning curriculum for several universities and on-line providers. Tom holds the singular position of being the only instructor who has moderated both the CFP® and CPA/PFS Live Reviews – his pass rate for both exams exceeds the national averages! Tom and his family reside in Kennesaw, Georgia. End
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