Tom Tillery to Speak at AICPA Advanced Personal Financial Planning Conference

ATLANTA - Jan. 13, 2014 - PRLog -- Thomas N. Tillery, CFP®, CLU, ChFC, LUTCF, CRPC® Vice President/Chief Compliance Officer of Paraklete® Financial, Inc  (PFI) will be presenting two sessions at the 2014 AICPA Advanced Personal Financial Planning Conference to be held January 20-22nd at the Aria Resort & Casino in Las Vegas, Nevada.

Mr. Tillery will be presenting "Sea-Change: Planning Opportunities for Same-Sex Married Couples." The Supreme Court ruling overturning Section 3 of DOMA has created a sea-change in the financial planning arena. Sea-change is defined as a sudden and rapid change in the landscape or one’s perception of the landscape. The session will provide practitioners with an overview of the changes in the retirement arena, as a result of the recent decision by the Supreme Court. Traditionally held assumptions regarding planning for same-sex married couples are no longer valid. The Retirement Equity Act (REA) of 1984 has been directly affected by the Windsor decision. Tom Tillery will review applications, as a result of the ruling, to qualified plans, retirement plans and legal documents relating to
retirement planning. Additionally, there will be a review of the various laws, DOL rulings and ERISA requirements that were changed as a result of the ruling.

Mr. Tillery will also be presenting "Health Care, Medicare and Medigap." This session will cover the Medicare parts A, B, C and D and the options existing at
age 65 as well as the Medigap insurance policies that are available to supplement Medicare. The speaker will also address the Affordable Care Act (Obamacare), particularly as it deals with planning for high-net-worth individuals. For the first time, individuals can get health insurance without being employed if they are not yet age 65. This opens a number of planning opportunities for entrepreneurs or people between 55 and 65 who are just tired of corporate plans and can now do what they want and still obtain health insurance. Details of the act and the exchanges that are being set up for individuals to obtain health insurance are all new.

Paraklete® Financial, Inc. (PFI) 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. PFI also assists CPAs, throughout the country, implement personal financial planning services at their firms.

Mr. Tillery has more than 30 years of experience in financial planning, insurance, investments, philanthropy and tax planning. Tom earned his 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 Counselor (CRPC®).

Mr. Tillery is a member of AICPA (Non-CPA Associate), the National Association of Personal Financial Advisors (NAPFA), the Society of Financial Service Professionals and the Atlanta Estate Planning Council. Tom has been a long time provider of Continuing Education for attorneys, CPAs, CFP®s, and investment and insurance professionals.