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

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.