The Ohio Society of CPAs to host AICPA's Personal Financial Planning Boot Camp Taught by Tom Tillery

Thomas Neal Tillery, CFP®,CLU®, ChFC®, CRPC®, LUTCF Vice President/Chief Compliance Officer of Paraklete® Financial, Inc. (PFI) will teach the AICPA Personal Financial Planning Boot Camp sponsored by the Ohio Society of CPAs November 5-7, 2014.
Tom Tillery
Tom Tillery
ATLANTA - Oct. 27, 2014 - PRLog -- This class is an informative and highly engaging review of all personal financial planning (PFP) topics including tax, estate, retirement, investment, insurance/risk-management planning and the financial planning process. By illustrating concepts with real-life scenarios, the instructor will both improve your retention for the Personal Financial Specialist (PFS) credential exam and enable you to increase productivity and income back in your office. The course is based on the comprehensive outline of topics covered on the PFS credential exam, so participants will receive from a broad understanding of how these topics interact with one another.

Learning Objectives include:
• Taxation of individuals and businesses and the tax aspects of investments, life insurance, annuities, and securities
• Gift, estate, and generation skipping tax strategies and techniques
• The estate planning process and documents needed
• Retirement needs analysis, tax-deferred retirement options, and employee and government benefit programs
• Investment basics and concepts critical to client discussions
• Risk management concepts and the role various type of insurance play in the overall financial plan
• The financial planning process and the CPA’s professional responsibilities
• How to use the financial calculator to answer client questions

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
Paraklete® Financial, Inc. News
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