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Follow on Google News | Paraklete® Financial, Inc. Sponsors Inaugural GSCPA Financial Planning WorkshopParaklete® Financial, Inc. is a sponsor of the Georgia's Society of CPA's Estate and Financial Planning Section's first Financial Planning Workshop Thursday, May 9, 2013 being held at the GSCPA offices.
Sessions will cover topics on philanthropic giving, role of insurance in exit planning for owners of closely held businesses, Medicare and the new financial risk added to your client's portfolios, cash balance and other defined benefit plans in saving for retirement, retirement planning and tax deferral strategies and economic conditions and outlooks. Speakers will include Bill Sutton, Head of Philanthropic Services at UBS, U.S., Timothy Trockenbrot, Regional Specialist at TIME Financial, Dennis Stressman, Advanced Marketing Director at Prudential Financial, Inc, Tom Tillery, Vice President and CCO at Paraklete Financial, Inc, Steve Schaeffer, Partner at Bryan Cave, Steve Lipmann, Director at Bernstein Global Wealth Management as well as Thomas Cunningham, Vice President, Senior Economist, and Regional Executive for the Federal Reserve Bank of Atlanta. Paraklete® Financial, Inc. is a "true fee-only" financial planning firm. PFI provides integrated financial planning services to individuals and families, businesses, estates, trusts, charities and foundations without managing assets and without selling products. The firm also assists CPAs around the country with the integration of comprehensive financial planning into their practices. Paraklete® Financial, Inc. is an integrated financial planning practice with offices in three states. The firm's compensation model utilizes an annual retainer fee, as well as hourly fees. A key component of the practice is utilizing the Multi-family Office model, including plan implementation, as well as the coordination of all the client's financial and legal advisers. End
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