- Oct. 8, 2020
-- Susan M. Tillery, CPA/PFS, AEP®
Nominee, and President and CEO of Paraklete® Financial, Inc. (PFI) co-presents the AICPA Engage Advanced Personal Financial Planning session, Planning for the EveryDayTM Client
, with Thomas N. Tillery, CFP®
, LUTCF, Vice President and Chief Compliance Officer of Paraklete® Financial, Inc. on October 19, 2020. In this session Susan and Tom provide an overview of a personal financial planning model that fulfills the needs of the average non-high net worth client (also referred to as the EveryDayTM
client). CPA Financial Planners will review the most common personal financial planning goals of the EveryDayTM
client and learn how to present solutions while maintaining a profitable business model that also impacts their community.
Susan M. Tillery, CPA/PFS, AEP® (Distinguished)
Nominee, is President & CEO of Paraklete® Financial, Inc. Paraklete® provides integrated fee-for-service personal financial planning and virtual family office services, 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. Thomas Neal Tillery, CFP®
Nominee, , CLU®, ChFC®
, LUTCF is Vice President & CCO of Paraklete®
Financial, Inc. and co-founder and Vice-President of Financial Planning Advocate, LLC.
With each having more than 30 years of experience in personal financial planning, Tom and Susan are frequent speakers and authors on topics relating to personal financial planning. Susan and Tom are co-authors of Essentials of Personal Financial Planning
, a textbook used by colleges and universities in graduate programs in accounting, business, and law. Additionally, they have co-authored The AICPA Financial Planning Certificate Program. The program addresses all areas of the Personal Financial Specialist (PFS) Body of Knowledge and successful completion, with related experience, permits participants to obtain the PFS Credential.
Additional details are available at: https://www.aicpaengage.com/engage2020/agenda