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Tom Tillery Moderates Virtual AICPA Personal Financial Planning Boot Camp
Thomas Neal Tillery, CFP®, AEP®, CLU®, ChFC®, CRPC®, LUTCF, Vice President and Chief Compliance Officer of Paraklete® Financial, Inc. moderated the 2016 Virtual AICPA Personal Financial Planning Boot Camp, November 7, 14, 21 and 28, 2016
11/7 10:30 am ET PFP Fundamentals & Professional Responsibilities
11/7 1:30 pm ET Time Value of Money Concepts and Calculations
11/14 10:30 am ET Income Tax Planning
11/14 1:30 pm ET Estate and Charitable Planning
11/21 10:30 am ET Retirement Planning and Employee Benefits
11/21 1:30 pm ET Investment Planning
11/28 10:30 am ET Insurance Planning
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.