The Colorado Society of CPAs host Tom Tillery and the AICPA's Personal Financial Planning Live Boo

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 22-24, 2016.
 
 
Tom Tillery
Tom Tillery
 
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Tags:
* Personal Financial Planning
* Aicpa
* CPA/PFS

Industry:
* Financial

Location:
* Atlanta - Georgia - US

Subject:
* Events

ATLANTA - April 8, 2016 - PRLog -- This class is an informative and highly engaging review of all Personal Financial Planning (PFP) topics including Tax, Estate, Retirement, Investment, Insurance/Risk Management Planning and the Financial Planning Process, including the Statement on Standards in PFP Services. By illustrating concepts with real-life scenarios, the instructor will both improve your retention for the Personal Financial Specialist (PFS) Credential Exam and enable you to increase productivity and income for you and your firm. The course is based on the comprehensive outline of topics covered on the PFS Credential Exam.  Participants will receive a broad and systematic understanding of how these topics interact with one another.

Major Subjects Include:

*Taxation of Individuals and Businesses and the Tax Aspects of Investments, Life Insurance, Annuities, and Securities

*Gift, Estate, and Generation Skipping Tax Strategies and Techniques

*The Estate Planning Process and Documents

*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 Types of Insurance Play in the Overall Financial Plan

*The Financial Planning Process and the CPA's Professional Responsibilities and the Statement on Standards in PFP Services

*Using the Financial Calculator to Answer Client Questions

For Event Registration visit: http://www.cocpa.org/store/events/registration.aspx?event=160210901&expand=TRUE

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.

Contact
Susan M. Tillery
***@parakletefinancial.com
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Tags:Personal Financial Planning, Aicpa, CPA/PFS
Industry:Financial
Location:Atlanta - Georgia - United States
Subject:Events
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