Paraklete® Financial Team Members to Present on Comprehensive Case Study

July 2, 2012 - PRLog -- Susan and Tom Tillery of Paraklete® Financial, Inc. will present a Comprehensive Case Study for financial planners on July 10, 2012 at 1:00 PM. The webinar is presented by the American Institute of Certified Public Accountants (AICPA).

Whether a planner covers all practice areas in financial planning for their clients or collaborates with other advisors, it is critical that the planner has rigorous discovery processes in place.  This best practice assists the planner in discovering the client’s ‘true issues'. This leads to the creation of a 'strategic' financial plan which, once implemented, enables the client to successfully reach their goals.  In this web seminar, Susan and Tom Tillery will walk attendees through a case study that addresses the following financial planning practice areas, including:

   Retirement Investment
   Tax
   Estate
   Insurance
   Spending Plans and Financial Statements
   A final checklist to ensure the bases are covered (i.e. – beneficiary designations)

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 assists CPA's around the country with the integration of comprehensive financial planning into their practices.

Ms. Tillery has over 30 years of experience in tax, philanthropy, and financial planning, as well as in the administrative and compliance areas encountered by affluent individuals and families. Ms. Tillery’s experience in a multi-family office where she provided a broad array of financial services to affluent families, together with her work at Arthur Andersen and other financial firms, provided the framework for Paraklete® Financial, Inc.

Susan earned her bachelor’s and master’s degrees in Accounting, with a specialty in Tax, from the University of Georgia. She holds the professional designations of CPA/PFS and CFP®.  Susan is a member of both the Georgia Society of CPAs and the American Institute of CPAs. In addition, she is a member of the AICPA Personal Financial Planning Executive Committee and a member of the Georgia Society of CPAs Estate and Financial Planning Leadership Team.

Tom Tillery 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, CFP®, Chartered Life Underwriter, Chartered Financial Consultant, Life Underwriter Training Council Fellow and Chartered Retirement Planning Conselor®.

Mr. Tillery 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., visit their website at http://www.parakletefinancial.com