Susan and Thomas Tillery, co-present BNY Mellon Probate & Pumpernickel Webinar

Susan M. Tillery, CPA/PFS, AEP® (Distinguished) and Thomas N. Tillery, CFP®, AEP® (Distinguished), co-present The Unbundled Family Office: The Household Steward Reimagined, for BNY Mellon's Probate & Pumpernickel February Webinar
 
ATLANTA - Feb. 3, 2022 - PRLog -- Susan M. Tillery, CPA/PFS, AEP® (Distinguished) and Thomas N. Tillery, CFP®, AEP® (Distinguished), co-present The Unbundled Family Office: The Household Steward Reimagined, for BNY Mellon's Probate & Pumpernickel February Webinar.

Susan M. Tillery, CPA/PFS, AEP® (Distinguished) and Thomas N. Tillery, CFP®, AEP® (Distinguished), co-present The Unbundled Family Office: The Household Steward Reimagined on February 8, 2022. Susan and Thomas Tillery will lead a discussion on when executed correctly, the unbundled virtual family office is able to execute a broad array of coordinated solutions across a variety of disciplines.

The virtual program will be held Tuesday, February 8, 2022 at 12:00 PM ET. The course is approved by the Florida Bar for 1 CLE credit and The CFP Board for 1 CFP CE credit. (Participation will be tracked via WebEx for CLE/CFP credit. Participants are required to stay logged in for the full 60 minutes.) There will be time for Q&A following the presentation.

For more information and to register, go to: ProbateAndPumpernickel@bnymellon.com

Contact
Susan Tillery
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Tags:Family Office
Industry:Financial
Location:Atlanta - Georgia - United States
Subject:Events
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