Missouri Society of CPAs hosts AICPA's Personal Financial Planning Boot Camp, Tom Tillery Instructor

Thomas N Tillery, CFP®, AEP®,CLU®, ChFC®, CRPC®, LUTCF Vice President/Chief Compliance Officer of Paraklete® Financial, Inc. (PFI) teaches the AICPA Personal Financial Planning Boot Camp sponsored by Missouri Society of CPAs May 21-23, 2018.
Tom Tillery
Tom Tillery
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Personal Financial Planning


Atlanta - Georgia - US


ATLANTA - May 14, 2018 - PRLog -- The Missouri Society of CPAs is proud to provide the AICPA Personal Financial Planning Bootcamp. The Bootcamp provides an informative and highly engaging review of all personal financial planning (PFP) topics including tax, estate, retirement, investment, insurance/risk-management planning and the financial planning process. By illustrating concepts with real-life scenarios, Tom both improves retention for the Personal Financial Specialist (PFS) credential exam and enables an increase in productivity and income back in the office. The course is based on the comprehensive outline of topics covered on the PFS credential exam, so participants receive a broad understanding of how these topics interact with one another.

Major Topics Include:

·         Gift, estate, and generation skipping tax strategies and techniques

·         The estate planning process and documents needed

·         Retirement needs analysis, tax-deferred retirement options, and employee and government benefit programs

·         Investment basics and concepts critical to client discussions

·         Risk management concepts and the role various type of insurance play in the overall financial plan

·         The integration of taxation of individuals and businesses with each of these major areas of financial planning

·         The financial planning process and the CPA's professional responsibilities and the Statement on Standards in PFP Services

·         How to use the financial calculator to answer client questions

Thomas Neal Tillery, CFP®,AEP® is Vice President 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. Tom is also a co-founder of Financial Planning Advocate, LLC, a provider of continuing education for CPAs, financial advisers, universities and colleges.

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 co-author of Essentials of Personal Financial Planning, a textbook used by colleges and universities, published in February, 2017. 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 and his family reside in Kennesaw, Georgia.

Susan Tillery
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Tags:Personal Financial Planning, Aicpa, Cpa
Location:Atlanta - Georgia - United States
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