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Tom Tillery To Present PFS Exam Review Class
Thomas N. Tillery, CFP®, CLU, ChFC, LUTCF, CRPC® Vice President/Chief Compliance Officer of Paraklete Financial, Inc® (PFI) will be co-presenting the PFS Exam Review Class at the AICPA Advanced Personal Financial Planning Conference.
Mr. Tillery will be one of three presenters for a two-day exam review course for CPAs preparing to take the PFS Exam. The course will provide 21 hours of CPE credit and covers the personal financial planning process, professional responsibilities, income tax, estate, retirement, investments and insurance planning.
Paraklete Financial, Inc®. is a "true fee-only" financial planning firm. PFI provides comprehensive financial planning services to individuals and families, businesses, estates, trusts, charities and foundations. The firm also assists CPAs around the country with the integration of comprehensive financial planning into their practices.
Thomas N. Tillery is the Vice President of Paraklete Financial, Inc. and serves as the firm’s Chief Compliance Officer. Mr. Tillery has more than 25 years of experience in financial planning, insurance, investments, philanthropy and tax planning.
Mr. Tillery has earned a master’s degree in Financial Services from The American College, and also holds a master’s degree in Christian Education from The Southern Baptist Theological Seminary. He holds the professional designations of Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Life Underwriter Training Council Fellow (LUTCF) and Chartered Retirement Planning Conselor (CRPC®).
Mr. Tillery is a member of the National Association of Personal Financial Advisors (NAPFA), the Society of Financial Service Professionals, the Atlanta Estate Planning Council. Tom has been a provider of Continuing Education for attorneys (CLE), CPAs (CPE), and investment and insurance professionals.
He is an instructor at the Terry College of Business, University of Georgia Executive Programs and is also an Arbitrator for the Financial Industry Regulatory Authority (FINRA).
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Paraklete Financial, Inc. (PFI)™ is a nationwide true “fee-only”