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.
Tom Tillery
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* Financial Services Advisors
* Kennesaw State University

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* Atlanta - Georgia - US

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ATLANTA - Dec. 2, 2016 - PRLog -- Thomas Neal Tillery, AEP®, CFP®, CLU®, ChFC®, CRPC®, LUTCF, Vice President and Chief Compliance Officer of Paraklete® Financial, Inc. (PFI) presented 'Looking Under the Hood: A CPA's Guide to Working with Clients' Financial Services Advisors. The presentation focused on the role of the CPA as an advocate for their clients in the financial services arena with particular focus on the reduction of fees and commissions charged by financial advisers. Tom illustrated the material with case studies from thirty years' experience in the financial services industry.

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.

Susan Tillery
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Tags:Cpa, Financial Services Advisors, Kennesaw State University
Location:Atlanta - Georgia - United States
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