Susan M. Tillery speaking at AICPA’s Personal Financial Planning Online Event

Susan M. Tillery is co-presenting: Moving from Tax Planning to Integrated Financial Planning: Comprehensive Personal Financial Planning Case Study presented on October 30, 2014 from 2:00pm-4:30pm ET.
Susan M. Tillary
Susan M. Tillary
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Personal Financial Planning
Integrated Financial Planning
Tax Planning


Atlanta - Georgia - US


ATLANTA - Oct. 23, 2014 - PRLog -- Susan M. Tillery, CPA/PFS, CFP®, President and CEO of Paraklete® Financial, Inc. (PFI) will discuss how to move from tax planning to integrated financial planning.

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

•  Retirement

•  Investment

•  Tax

•  Estate

•  Insurance

•  Spending Plans and Financial Statements

•  A final checklist to ensure the bases are covered (i.e. beneficiary designations)

Susan M. Tillery is President and co-founder of Paraklete® Financial, Inc. Susan has over 30 years of experience in tax, philanthropy, and financial planning, as well as in the administrative and compliance areas encountered by affluent individuals and families. Susan’s firm provides integrated fee-for-service financial planning.  Paraklete® Financial, Inc’s focus is on independence and objectivity. The firm acts as An Advocate in Financial Services® for its clients and therefore, does not manage assets or sell products.

Ms. Tillery’s experience at Harris myCFO, a multi-family office where she was responsible for the development and delivery of comprehensive family office solutions to affluent families, together with her work at Arthur Andersen, Ronald Blue & Co and other financial firms provides the framework for Paraklete.

Susan earned both her bachelor’s and master’s degrees in Accounting from the University of Georgia. She holds the professional designations of Certified Public Accountant (CPA), Personal Financial Specialist (PFS) and Certified Financial Planner (CFP®).

Susan is a member of both the American Institute of CPAs (AICPA) and the Georgia Society of CPAs (GSCPA). In addition, she is a member of the AICPA Personal Financial Planning Credentials Committee and the GSCPA Estate and Financial Planning Committee. She has served as past Vice Chair for the Board of Directors for Partnership against Domestic Violence, as well as for Royal Treasure (an organization that energizes, motivates and educates women to be excellent biblical stewards).

Ms. Tillery speaks on the topics of: Financial Planning, CPA’s and Financial Planning, Financial Issues Facing Women, Responsibilities of Wealth, Charitable Giving, and Stewardship. She and her family reside in Kennesaw, Georgia.

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