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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.
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/
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.
Susan M. Tillery