Thomas N. Tillery to present Long Term Care Session at AICPA Engage 2022, June 6

 
ATLANTA - May 11, 2022 - PRLog -- Thomas N. Tillery, CFP®, AEP® (Distinguished), CLU®, ChFC®, CRPC®, LUTCF, Vice President and Chief Compliance Officer of Paraklete® Financial, Inc. will present at AICPA Engage 2022 at the Advanced Personal Financial Planning conference. Managing Long Term Care Risk with Hybrid Long-Term Insurance Contracts will be held on Monday, June 6th. The session will provide an overview of long-term care insurance contracts as an important risk management tool in the personal financial planning process. Thomas N. Tillery will evaluate the benefits of a hybrid long-term care insurance contract, recognize the long-term care event as part of personal financial planning and assess the applicability of long-term care insurance as a personal financial planning recommendation.

Thomas Neal Tillery, CFP®, AEP® (Distinguished), CLU®, ChFC®, CRPC®, LUTCF® is Vice President & CCO 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. Tom is also a co-founder and Vice-President of Financial Planning Advocate, LLC, a provider of continuing education for CPA's, financial advisers, universities and colleges.

Tom earned an M.S. in Financial Services from The American College and an M.A. in education from The Southern Baptist Theological Seminary.  He is an active member of AICPA (Non-CPA Associate) and the Atlanta Estate Planning Council.

With more than 30 years of experience in personal financial planning, Tom is a frequent speaker and author on topics relating to personal financial planning including, Financial Planning and Tax Advisory Services, Estate Planning for the Affluent, Current Retirement Issues, Working with Investment Advisors, and Stewardship. Mr. Tillery is the co-author of Essentials of Personal Financial Planning, a textbook used by colleges and universities in graduate programs in accounting, business, and law. Additionally, Tom has 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. Tom and his family reside in Kennesaw, Georgia.

Please visit Tom's blog at https://fpadvocate.com/our-blog/

Contact
Susan Tillery
***@parakletefinancial.com
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Tags:CPA/PFS
Industry:Financial
Location:Atlanta - Georgia - United States
Subject:Events
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