- Dec. 3, 2020
-- Cleveland, Ohio - The National Association of Estate Planners & Councils (http://www.naepc.org/)
(NAEPC) is pleased to recognize Susan M. Tillery as an entrant into the Estate Planning Hall of Fame® (http://www.naepc.org/aep_distinguished.web)
and as a recipient of the Accredited Estate Planner® (Distinguished)
designation for 2020. This award was presented on Wednesday, December 2, 2020, by NAEPC leadership during a special virtual election ceremony.
Susan is one of only seven estate planning professionals to receive this prestigious award in 2020, which is given annually in recognition of lifetime achievement and outstanding contributions to the practice and profession of estate planning within the professional disciplines of accounting, insurance and financial planning, law, philanthropy, trust services, and academia.
Susan M. Tillery, CPA/PFS, AEP®
is President & CEO of Paraklete®
Financial, Inc. Her firm provides integrated fee-for-service personal financial planning and virtual family office services, without asset management or product sales. Susan is also co-founder and President of Financial Planning Advocate, LLC, a provider of continuing education for CPA's, financial advisers, universities, and colleges.Ms. Tillery is the co-author of Essentials of Personal Financial Planning, a textbook used by universities in graduate programs in accounting, business, and law. Additionally, Susan has co-authored The AICPA Personal Financial Planning Certificate Program.
NAEPC President John P. Garniewski, Jr., CPA/PFS, CFP®, AEP®, said "We are honored to elect Susan M. Tillery as a member of the Estate Planning Hall of Fame® Class of 2020. Each member has excelled, not only in his or her own professional discipline, but is also recognized as an elite professional by other members of the estate planning community. In addition to Susan's own practice expertise, this honoree shares her knowledge with others nationally through writings and speaking engagements. We are grateful to her for the exemplary leadership exhibited throughout her career."
NAEPC is a national organization of professional estate planners and affiliated local estate planning councils dedicated to the cultivation of excellence in estate planning. NAEPC fosters the multi-disciplinary approach to estate planning by serving estate planning councils and their credentialed members and delivering exceptional resources and unsurpassed education. Furthermore, NAEPC awards and administers the Accredited Estate Planner®
designation, the only graduate level, multi-disciplinary specialization in estate planning, obtained in addition to already recognized professional credentials within the various disciplines of estate planning.