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July 2021
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By Paraklete® Financial, Inc.
Cleveland, Ohio - The National Association of Estate Planners & Councils (NAEPC) is pleased to recognize Susan M.
By Paraklete® Financial, Inc.
Thomas N. Tillery, CFP®, AEP® (Distinguished) Nominee, CLU®, ChFC®, CRPC®, LUTCF, Vice President and Chief Compliance Officer of Paraklete® Financial, Inc. will present Wrap Up and Key Takeaways Going into Tax Season.
By Paraklete® Financial, Inc.
Susan M. Tillery, CPA/PFS, AEP® (Distinguished) Nominee, and President and CEO of Paraklete® Financial, Inc.
By Paraklete® Financial, Inc.
Susan M. Tillery, CPA/PFS, AEP® (Distinguished) Nominee, and Thomas N. Tillery, CFP®, AEP® (Distinguished) Nominee, CLU®, ChFC®, CRPC®, LUTCF, co-present Planning for the EveryDayTM Client, for AICPA Engage 2020
By Paraklete® Financial, Inc.
Susan M. Tillery, CPA/PFS, AEP® (Distinguished) Nominee, President & CEO of Paraklete® Financial, Inc. co-hosts Finding (and being) the Calm Amid the Chaos Podcast for the AICPA PFP Section
By Paraklete® Financial, Inc.
Susan M. Tillery, CPA/PFS, AEP® (Distinguished) Nominee, President & CEO of Paraklete® Financial, Inc. publishes column in AICPA's The Tax Adviser

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