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
Tom Tillery
Tom Tillery
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* Personal Financial Planning
* AICPA PFP Boot Camp

* Financial

* Atlanta - Georgia - US

* Events

ATLANTA - Dec. 2, 2016 - PRLog -- The AICPA's Personal Financial Planning Boot Camp helps CPAs prepare to take the PFS Exam and/or refresh their Tax, Estate, Retirement, Investment and Insurance Planning skills. Experienced instructor Tom Tillery leads this engaging, comprehensive overview of all topics on the Personal Financial Specialist (PFS) Exam, including the new AICPA PFP standards, with real-life scenarios and practical guidance. Class attendees have a 93% pass rate on the PFS Exam.

Sessions include:

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.

Susan Tillery
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Tags:CPA/PFS, Personal Financial Planning, AICPA PFP Boot Camp
Location:Atlanta - Georgia - United States
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