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Tom Tillery to Moderate AICPA Personal Financial Planning Boot Camp Virtual Class
Thomas Neal Tillery, CFP®, AEP®, CLU®, ChFC®, CRPC®, LUTCF, Vice President and Chief Compliance Officer of Paraklete® Financial, Inc. (PFI) will moderate the AICPA Personal Financial Planning Boot Camp June 1, 8, 15, 22, 2015.
6/1 11:30 am ET PFP Fundamentals
6/1 2:30 pm ET Calculator Class
6/8 11:30 am ET Income Tax Planning
6/8 2:30 pm ET Estate Planning
6/15 11:30 pm ET Retirement Planning
6/15 2:30 pm ET Investment Planning
6/22 11:30 pm ET Insurance Planning
Thomas Neal Tillery, CFP®, AEP®, 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.