Susan and Tom Tillery, co-present June 5 at AICPA Engage 2022, Las Vegas

Susan M. Tillery, CPA/PFS, AEP® (Distinguished) and Thomas N. Tillery, CFP®, AEP® (Distinguished), CLU®, ChFC®, CRPC®, LUTCF, co-present at AICPA Engage 2022, How to Secure, Price, and Structure the PFP Engagement.
ATLANTA - May 11, 2022 - PRLog -- Susan M. Tillery, CPA/PFS, AEP® (Distinguished), and President and CEO of Paraklete® Financial, Inc. (PFI) co-presents at the AICPA Engage Building Your Tax & Financial Planning Advisory Business Workshop session, How to Secure, Price, and Structure the PFP Engagement, with Thomas N. Tillery, CFP®, AEP®(Distinguished), CLU®, ChFC®, CRPC®, LUTCF, Vice President and Chief Compliance Officer of Paraklete® Financial, Inc. on June 5, 2022. In this session Susan and Tom give an overview of engagement activities as defined by the Statement on Standards in Personal Financial Planning Services, No. 1. Susan and Tom discuss how to identify the ideal client and secure and price the PFP engagement as well as walk through how to structure typical client meetings included in the PFP engagement.

Additional details are available at:

Susan M. Tillery, CPA/PFS, AEP® (Distinguished), 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®, AEP® (Distinguished), CLU®, ChFC®, CRPC®, 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.

Please visit Tom and Susan's blog at

Susan Tillery
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