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Follow on Google News | Paraklete® Financial, Inc. hosted 2024 Annual Summit October 16 -19 at Hotel Indigo in Atlanta/ViThe Summit featured presentations by industry leaders Jere Doyle, Senior VP and Family Wealth Strategist at BNY Wealth, and Robert J. B. Petmecky, founder of Petmecky Law Group. The event also showcased Paraklete® Financial's own VP, Thomas N. Tillery, who led several sessions on advanced estate planning, tax strategies, and incapacity planning. Summit Highlights:
The summit fostered networking opportunities, including a welcome reception, a private dinner hosted by BNY Wealth, and a soirée at the home of Susan and Thomas Tillery, hosted by SouthState Bank and Paraklete® Financial, Inc. Attendees praised the event for its intimate setting, where meaningful connections were forged, and collaborative discussions on the future of wealth management took place. About Paraklete® Financial, Inc.: Paraklete® Financial, Inc. is a fee-for-service financial planning firm that specializes in providing high-net-worth individuals and families with virtual unbundled multi-family office services. With a focus on estate planning, tax-efficient wealth management, and asset protection, Paraklete® Financial offers strategies that are tailored to meet each client's unique goals. For more information about Paraklete® Financial and future events: www.parakletefinancial.com Contact email: stillery@parakletefinancial.com End
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