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Thomas N. Tillery Presented at Kennesaw State University
Thomas Neal Tillery, CFP®, presented at the University of Georgia Small Business Development Center at Kennesaw State University's 16th Annual CPEs for CPAs Program on November 18, 2016.
Learning Objectives Included:
· Learn the various delivery models for providers of financial services
· Understand how financial products and services are designed, priced and sold – not marketed!
· Develop an action plan to enter into a dialogue with a client's financial adviser
The course provided 4 hours of CPE.
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.