Thomas N. Tillery to speak at AICPA Personal Financial Planning Online Event

Thomas Neal Tillery, CFP®, is co-presenting: Moving from Tax Planning to Integrated Financial Planning: The Practical Side of Risk Management & Insurance Planning presented on October 30, 2014 from 12:30pm-2:00pm ET.
Tom Tillery
Tom Tillery
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Integrated Financial Planning
Personal Financial Planning


Atlanta - Georgia - US


ATLANTA - Oct. 22, 2014 - PRLog -- Thomas Neal Tillery, CFP®,CLU®, ChFC®, CRPC®, LUTCF, Vice President  and Chief Compliance Officer of Paraklete® Financial, Inc. (PFI) will discuss risk management planning with your clients.

In session six of a 7-part series: From Tax Preparer to Personal Financial Planner: The Road Best Traveled, you will learn:

•  Why and how CPAs need to help clients with risk management/insurance planning

•  Overview, including how to research the financial strength of insurance companies

•  Rethinking life insurance after the American Taxpayer Relief Act

•  Due diligence and background checks for the other advisors who may implementing your recommendations

•  Life Insurance Planning

•  Disability Insurance Planning

•  Health and Long-term Care Insurance Planning

•  Property & Casualty Insurance Planning

Thomas Neal Tillery, CFP®,CLU®, ChFC®, CRPC®, LUTCF is Vice President  and Chief Compliance Officer of Paraklete® Financial, Inc.  Paraklete® provides integrated fee-for-service financial planning without asset management or product sales.  The firm acts as An Advocate in Financial Services® for its clients with a disciplined focus on independence and objectivity.   Mr. Tillery has more than 30 years of experience in personal financial planning, providing services to businesses and individuals.

Tom earned a M.S. in Financial Services from The American College and an M.A. in Education from The Southern Baptist Theological Seminary.  He is an active member of AICPA (Non-CPA Associate),the Atlanta Estate Planning Council and the Society of Financial Service Professionals.

Tom is a frequent speaker and writer on all topics relating to personal financial planning.  He has written personal financial planning curriculum for several universities and on-line providers.  Tom holds the singular position of being the only instructor who has moderated both the CFP® and CPA/PFS Live Reviews – his pass rate for both exams exceeds the national averages!

Tom and his family reside in Kennesaw, Georgia.

Susan Tillery
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Tags:Aicpa, CPA/PFS, Integrated Financial Planning, Personal Financial Planning
Industry:Accounting, Financial
Location:Atlanta - Georgia - United States
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