Susan Tillery to Speak at AICPA's CPA/PFS Perspectives Audio Webcast

Susan M. Tillery, CPA/PFS, CFP®, President and CEO of Paraklete® Financial, Inc will be one of the featured speakers in the Audio Webcast 'Addressing Client Life Insurance Questions in Your Practice' on Thursday, November 6, 2014 at 1:00 PM ET.
Susan M. Tillary
Susan M. Tillary
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* CPA/PFS Perspectives
* Life Insurance Planning
* Aicpa
* Risk Management

* Accounting
* Financial

* Atlanta - Georgia - US

* Events

ATLANTA - Oct. 28, 2014 - PRLog -- Life insurance is a tool that CPA practitioners use to address estate planning, asset protection, and risk management needs. Many CPAs have varying degrees of uncertainty about handling life insurance questions and policies for their clients. Listen and ask questions as a panel of experienced CPA/PFS credential holders discuss how they manage these issues within their practices and with their clients.

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:CPA/PFS, CPA/PFS Perspectives, Life Insurance Planning, Aicpa, Risk Management
Industry:Accounting, Financial
Location:Atlanta - Georgia - United States
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