Susan M. Tillery Presents at GSCPA's 2017 Personal Financial Planning Conference

Susan Tillery will present two sessions at the Georgia Society of CPA's Personal Financial Planning Conference on October 25, 2017: The Future of Services for Individuals, and CPA to PFP: How to Get into the Market
 
 
Susan M. Tillery
Susan M. Tillery
 
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Gscpa
CPA/PFS
Aicpa

Industry:
Financial

Location:
Atlanta - Georgia - US

Subject:
Events

ATLANTA - Nov. 13, 2017 - PRLog -- Susan M. Tillery, CPA/PFS, CFP®, President and CEO of Paraklete® Financial, Inc. (PFI) will present The Future of Services for Individuals, a conversation on how tax compliance and tax planning services, as well as personal financial planning services to individuals, are expected to evolve in the near future. The discussion will center on understanding how key demographics, technology, regulations, and evolving consumer needs will be crucial for CPAs and CPA firm decision makers in positioning their firms for success. Susan co-presents with Dan Snyder, Senior Manager of AICPA PFP Services.

In CPA to PFP: How to Get into the Market, Susan will share the building blocks necessary to move from a traditional public accounting role to offering personal financial planning services, in light of the increased demand for CPA personal financial planners. Susan co-presents with Cromwell Baun, CPA/PFS, CFP®.

Susan M. Tillery, CPA/PFS, CFP® is President & CEO 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. Susan is also a co-founder and President of Financial Planning Advocate, LLC, a provider of continuing education for CPA's, financial advisers, universities and colleges.

Ms. Tillery's experience at Harris myCFO, a multi-family office where she was responsible for the development and delivery of comprehensive family office solutions to affluent families, together with her work at Arthur Andersen, Ronald Blue & Co and other financial firms, provides the framework for Paraklete.

Susan earned both her bachelor's and master's degrees in Accounting from the University of Georgia. Susan is a member of the American Institute of CPAs (AICPA) and the Georgia Society of CPAs (GSCPA). In addition, she is Chair of the AICPA Personal Financial Planning Credential Committee. Susan also serves on the Board for The National Center for Stewardship and Generosity.

Susan is co-author of Essentials of Personal Financial Planning, a textbook used by colleges and universities, published in February, 2017. She has over 30 years of experience in tax, philanthropy, and financial planning, as well as in the administrative and compliance areas encountered by affluent individuals and families. Ms. Tillery speaks on the topics of: Financial Planning, CPA's and Financial Planning, Financial Issues Facing Women, Responsibilities of Wealth, Charitable Giving, and Stewardship.  Susan and her family reside in Kennesaw, Georgia.

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Susan M. Tillery
***@parakletefinancial.com
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Tags:Gscpa, CPA/PFS, Aicpa
Industry:Financial
Location:Atlanta - Georgia - United States
Subject:Events
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