Susan M. Tillery to present at GSCPA's Virtual Personal Financial Planning Conference
Susan M. Tillery, CPA/PFS, AEP® (Distinguished)
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 and Ronald Blue & Co 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), the Georgia Society of CPAs (GSCPA) and the Atlanta Estate Planning Council. In addition, she is Chair of the AICPA Personal Financial Planning Executive Committee and past Chair of the AICPA Personal Financial Planning Credential Committee. Susan is a recipient of the AICPA 2019 Personal Financial Planning (PFP) Distinguished Service Award.
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.
Additional details are available at: https://www.gscpa.org/