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The CO Society of CPAs to host AICPA's Personal Financial Planning Boot Camp Taught by Tom Tillery
Thomas N. Tillery, CFP®, AEP®, CLU®, ChFC®, CRPC®, LUTCF, Vice President/Chief Compliance Officer of Paraklete® Financial, Inc. to teach the AICPA Personal Financial Planning Boot Camp sponsored by the Colorado Society of CPAs June 17-19, 2015.
Major Subjects Include:
*Taxation of individuals and businesses
*Tax aspects of investments, life insurance, and annuities
*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
For event registration visit: http://cocpa.org/
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.