Tom Tillery to Present Webcast: Risk Management and the Personal Financial Planning Process

ATLANTA - March 21, 2014 - PRLog -- Financial Planning Advocate, LLC will be hosting a Continuing Education event on Friday, March 28, 2014. Tom Tillery, Vice President of Paraklete® Financial, Inc. will be presenting 'Risk Management and the Personal Financial Planning Process.' The course is approved for one hour of CPE and CE.

This class will review the various strategies for risk management / insurance in the planning process: property and casualty; disability; health; life; long term care; annuities and how they affect planning for your clients.

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.