Susan M. Tillery to Speak at AICPA’s Advanced Personal Planning Conference

Susan M. Tillery, CPA/PFS, President & CEO of Paraklete® Financial, Inc. (PFI) will present at the 2016 AICPA Advanced Personal Financial Planning to be held in Las Vegas, NV
Susan M. Tillery
Susan M. Tillery
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Personal Financial Planning


Atlanta - Georgia - US


ATLANTA - Jan. 14, 2016 - PRLog -- Susan M. Tillery, CPA/PFS, CFP®, President and CEO of Paraklete® Financial, Inc. (PFI) will be part of a panel of experts who will be instructing participants on Building a Personal Financial Planning Services Business. The Specialized Seminar will be held Saturday and Sunday, January 16-17 preceding the 2016 AICPA Advanced Personal Financial Planning Conference at the Bellagio in Las Vegas, Nevada on January 18-20.

This two-day workshop will give the participant all the tools needed to get underway in personal financial planning services. Stepping into an expanded role as a personal financial adviser requires foundational knowledge, responsiveness to changes and enthusiasm for the opportunities that await.

Those ready for the challenge will:

·         Explore numerous personal financial planning business models

·         Learn from CPAs who have built practices that provide the highest client value

·         Hear from compliance, technology and practice management experts

·         Gain expert guidance needed to be most successful in providing PFP services

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 Chair of the AICPA Personal Financial Planning Credential Committee. She serves on the Board for The National Center for Stewardship and Generosity.  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. Susan and her family reside in Kennesaw, Georgia.

Susan M. Tillery
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Tags:Aicpa, CPA/PFS, Personal Financial Planning
Location:Atlanta - Georgia - United States
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