CPA/PFS Press Releases

Thomas N. Tillery, CFP®, AEP® (Distinguished), CLU®, ChFC®, CRPC®, LUTCF, Vice President and Chief Compliance Officer of Paraklete® Financial, Inc.

Thomas N. Tillery, CFP®, AEP® (Distinguished), CLU®, ChFC®, CRPC®, LUTCF, Vice President and Chief Compliance Officer of Paraklete® Financial, Inc. is a panelist for the AICPA Engage Taming the Compliance Beast presentation.

Thomas N. Tillery, CFP®, AEP® (Distinguished), CLU®, ChFC®, CRPC®, LUTCF, Vice President and Chief Compliance Officer of Paraklete® Financial, Inc.

Susan M. Tillery, CPA/PFS, AEP® (Distinguished), panel expert at AICPA Engage 2023 workshop, Multi-Disciplinary Teaming in Tax Advisory Services.

Susan M. Tillery, CPA/PFS, AEP® (Distinguished), panel expert at AICPA Engage 2023 workshop, Financial Planning Process: Initial Plan, Ongoing Monitoring, Deliverables.

Susan M. Tillery, CPA/PFS, AEP® (Distinguished), panel expert at AICPA Engage 2023 workshop, Building Your Tax & Financial Planning Advisory Business

Susan M. Tillery, CPA/PFS, AEP® (Distinguished), authors article, The Importance of Collaboration

Thomas N. Tillery, CFP®, AEP® (Distinguished), CLU®, ChFC®, CRPC®, LUTCF®, Vice President and Chief Compliance Officer of Paraklete® Financial, Inc.

Thomas N. Tillery, CFP®, AEP® (Distinguished), CLU®, ChFC®, CRPC®, LUTCF, Vice President and Chief Compliance Officer of Paraklete® Financial, Inc. will present at PFSLive! a PFSTM Experience CPA Pathway event.

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.

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.

Thomas N. Tillery, CFP®, AEP® (Distinguished), CLU®, ChFC®, CRPC®, LUTCF, Vice President and Chief Compliance Officer of Paraklete® Financial, Inc.

Susan M. Tillery, CPA/PFS, AEP® (Distinguished), panel expert at AICPA Engage 2022 workshop, Building Your Tax & Financial Planning Advisory Business