Tom Tillery to Present on Insurance Planning

June 27, 2012 - PRLog -- Thomas N. Tillery, MSFS, CFP®, Vice President  / Chief Compliance Officer for Paraklete® Financial, Inc. will be presenting "Moving from Tax Planning to Holistic Financial Planning:  The Practical Side of Risk Management & Insurance Planning" on June 28th, 2012 at 1:00 PM.

Presented by the American Institute of Certified Public Accountants (AICPA), this webcast is for those who provide risk management planning advice directly or through collaboration with other advisors.  It is important to ensure your clients are properly insured to protect assets and to provide income for themselves and their loved ones.  In this web seminar, Tom Tillery will assist you in identifying, assessing and proposing solutions for your clients in the following areas of insurance planning:

· Overview, including how to research the financial strength of insurance companies
· Due diligence and background checks for the other advisors who may implementing your recommendations
· Life  
· Disability
· Health, Including Long-Term Care
· Property & Casualty

Paraklete® Financial, Inc. (PFI) 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 affiliates with CPAs throughout the United States integrating comprehensive financial planning into their practices.

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 several professional designations including, Chartered Life Underwriter, Chartered Financial Consultant, Life Underwriter Training Council Fellow and Chartered Retirement Planning Counselor®.

Tom has more than 25 years of experience in financial planning, insurance, investments, philanthropy and tax planning.  He is a member of the AICPA, the National Association of Personal Financial Advisors, the Society of Financial Service Professionals, and the Atlanta Estate Planning Council. Tom has been a provider of continuing education to attorneys, CPAs  and investment and insurance professionals since 1996.

For more information or to register for the web seminar, visit the AICPA website at http://www.aicpa.org.

For more information on Paraklete® Financial, Inc., please visit our website at http://www.parakletefinancial.com