Tom and Susan Tillery Moderate AICPA Personal Financial Planning Boot Camp Virtual Class

Susan M. Tillery, CPA/PFS, CFP®,President & CEO of Paraklete® Financial, Inc. (PFI) and Thomas Neal Tillery, CFP®, AEP® CLU®, ChFC®, CRPC®, LUTCF, Vice President & Chief Compliance Officer, moderate AICPA Personal Financial Planning Boot Camp
Tom and Susan Tillery
Tom and Susan Tillery
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Personal Financial Planning
PFP Boot Camp


Atlanta - Georgia - US


ATLANTA - Jan. 15, 2016 - PRLog -- The AICPA's Personal Financial Planning Boot Camp helps CPAs prepare to take the PFS Exam and/or freshen their tax, estate, retirement, investment and insurance planning skills. Susan Tillery leads a new edition (2015) of the Professional Responsibilities Section and instructor Tom Tillery leads an engaging and comprehensive overview of the remaining topics on the Personal Financial Specialist (PFS) Exam with real-life scenarios and practical guidance. Class attendees have a 93% pass rate on the PFS Exam.

Sessions include:

11/16 11:30 am ET   PFP Fundamentals & Professional Responsibilities

11/16 2:30 pm ET     Time Value of Money Concepts and Calculations

11/23 11:30 am ET Income Tax Planning

11/23 2:30 pm ET   Estate & Charitable Planning

12/07 11:30 pm ET Retirement Planning and Employee Benefits

12/07 2:30 pm ET   Investment Planning

12/14 11:30 pm ET Insurance Planning

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.

Thomas Neal Tillery, CFP®, AEP®, CLU®, ChFC®, CRPC®, LUTCF is Vice President  and Chief Compliance Officer of Paraklete® Financial, Inc.  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 Susan reside in Kennesaw, Georgia.

Susan M. Tillery
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Tags:Personal Financial Planning, Aicpa, PFP Boot Camp
Location:Atlanta - Georgia - United States
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