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Personal Financial Planning Press Releases

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12572315
By Paraklete® Financial, Inc.
Susan Tillery, President of Paraklete® Financial, Inc. is pleased to announce the opening of their newest office.
12548390
By Paraklete® Financial, Inc.
Thomas N. Tillery, CFP®, AEP®, CLU®, ChFC®, CRPC®, LUTCF, Vice President/Chief Compliance Officer of Paraklete® Financial, Inc. to teach the AICPA Personal Financial Planning Boot Camp sponsored by the Colorado Society of CPAs June 22-24, 2016.
12540993
By Campbell & Company
The established leader category honors women who have strong leadership qualities. Jacquelyn Campbell has proven her capabilities to lead in the financial world for 23 years.
12525303
By Paraklete® Financial, Inc.
Susan M. Tillery, CPA/PFS, CFP®,President & CEO of Paraklete® Financial, Inc. (PFI) and Thomas Neal Tillery, CFP®, AEP® CLU®, ChFC®, CRPC®, LUTCF, Vice President & Chief Compliance Officer, moderate AICPA Personal Financial Planning Boot Camp
12525020
By Paraklete® Financial, Inc.
Susan M. Tillery, CPA/PFS, President & CEO of Paraklete® Financial, Inc. (PFI) will present at the 2016 AICPA Advanced Personal Financial Planning to be in Las Vegas, NV
12525018
By Paraklete® Financial, Inc.
Susan M. Tillery, CPA/PFS, President & CEO of Paraklete® Financial, Inc. (PFI) will present at the 2016 AICPA Advanced Personal Financial Planning to be held in Las Vegas, NV
12522099
By Paraklete® Financial, Inc.
Susan M. Tillery, CPA/PFS, President & CEO of Paraklete® Financial, Inc. (PFI) begins role as Chair of AICPA’s Personal Financial Specialist Credential Committee, October, 2015
12522093
By Paraklete® Financial, Inc.
W. Ashley Thiem, CPA, of Thiem & McCutcheon, CPAs, PA in Charleston is selected as one of the 2015 "Top 10 Public Accounting Professional Rising Stars" in South Carolina.
12475923
By Paraklete® Financial, Inc.
Tom Tillery and Financial Planning Advocate, LLC to host a Continuing Education event on Friday, July 31, 2015.
12463196
By Paraklete® Financial, Inc.
Thomas N. Tillery, CFP®, AEP®, CLU®, ChFC®, CRPC®, LUTCF, Vice President/Chief Compliance Officer of Paraklete® Financial, Inc. to teach the AICPA Personal Financial Planning Boot Camp sponsored by the Colorado Society of CPAs June 17-19, 2015.
12417388
By Paraklete® Financial, Inc.
Tom Tillery and Financial Planning Advocate, LLC hosted a Continuing Education event on Friday, January 30, 2015.
12413468
By Paraklete® Financial, Inc.
Susan Tillery, President and CEO of Paraklete® Financial, Inc. will present at the 2015 AICPA Advanced Personal Financial Planning Conference to be held in Las Vegas, NV.
12387808
By Paraklete® Financial, Inc.
Thomas Neal Tillery, CFP®,CLU®, ChFC®, CRPC®, LUTCF Vice President/Chief Compliance Officer of Paraklete® Financial, Inc. (PFI) will moderate the AICPA Personal Financial Planning Boot Camp November 3, 11, 18, 24, 2014.
12386743
By Paraklete® Financial, Inc.
Thomas Neal Tillery, CFP®, is co-presenting: Moving from Tax Planning to Integrated Financial Planning: Comprehensive Personal Financial Planning Case Study presented on October 30, 2014 from 2:00pm-4:30pm ET.
12386326
By Paraklete® Financial, Inc.
Thomas Neal Tillery, CFP®, is co-presenting: Moving from Tax Planning to Integrated Financial Planning: The Practical Side of Risk Management & Insurance Planning presented on October 30, 2014 from 12:30pm-2:00pm ET.
12385766
By Paraklete® Financial, Inc.
Susan M. Tillery is co-presenting: Expand Your Financial Planning Practice through Your Client's Tax Return: Moving from Tax Planning to Integrated Financial Planning. The event will be presented on October 29, 2014 from 10:30am-12:15pm ET.
12385095
By Paraklete® Financial, Inc.
Thomas N. Tillery will be a guest speaker on Wharton Business Radio’s - Your Money with host Professor Kent Smetters for an estate planning discussion on Tuesday, October 21, 2014 from 5-7 PM EDT on SiriusXM® Radio Channel 111.
12356256
By Paraklete® Financial, Inc.
Realty Capital Securities sponsors Thomas N. Tillery as the keynote speaker at the Cetara Wealth Management University, Las Vegas, NV, August 12-13, 2014.
12349015
By Paraklete® Financial, Inc.
Financial Planning Advocate, LLC will be hosting a Continuing Education event on Friday, July 25, 2014.
12324652
By Paraklete® Financial, Inc.
Financial Planning Advocate, LLC will be hosting a Continuing Education event on Friday, May 30, 2014.

All Press Releases

By Paraklete® Financial, Inc.
W. Ashley Thiem, CPA, of Paraklete Financial, Inc. in Charleston, SC is selected as one of 22 recipients of the first annual 'Standing Ovation Honors.'
12572315
By Paraklete® Financial, Inc.
Susan Tillery, President of Paraklete® Financial, Inc. is pleased to announce the opening of their newest office.
By Paraklete® Financial, Inc.
Client Advocacy: Susan Tillery, CPA/PFS, Takes a Unique Approach
12548390
By Paraklete® Financial, Inc.
Thomas N. Tillery, CFP®, AEP®, CLU®, ChFC®, CRPC®, LUTCF, Vice President/Chief Compliance Officer of Paraklete® Financial, Inc. to teach the AICPA Personal Financial Planning Boot Camp sponsored by the Colorado Society of CPAs June 22-24, 2016.
12540993
By Campbell & Company
The established leader category honors women who have strong leadership qualities. Jacquelyn Campbell has proven her capabilities to lead in the financial world for 23 years.
12525303
By Paraklete® Financial, Inc.
Susan M. Tillery, CPA/PFS, CFP®,President & CEO of Paraklete® Financial, Inc. (PFI) and Thomas Neal Tillery, CFP®, AEP® CLU®, ChFC®, CRPC®, LUTCF, Vice President & Chief Compliance Officer, moderate AICPA Personal Financial Planning Boot Camp
By Paraklete® Financial, Inc.
Susan M. Tillery, CPA/PFS, President & CEO of Paraklete® Financial, Inc. (PFI) contributes to ‘Breaking up with your Financial Advisor” article on FOX Business.com
12525020
By Paraklete® Financial, Inc.
Susan M. Tillery, CPA/PFS, President & CEO of Paraklete® Financial, Inc. (PFI) will present at the 2016 AICPA Advanced Personal Financial Planning to be in Las Vegas, NV
12525018
By Paraklete® Financial, Inc.
Susan M. Tillery, CPA/PFS, President & CEO of Paraklete® Financial, Inc. (PFI) will present at the 2016 AICPA Advanced Personal Financial Planning to be held in Las Vegas, NV
By Paraklete® Financial, Inc.
Thomas N Tillery, CFP®, AEP®,CLU®, ChFC®, CRPC®, LUTCF Vice President/Chief Compliance Officer of Paraklete® Financial, Inc. (PFI) taught the AICPA Personal Financial Planning Boot Camp sponsored by the Ohio Society of CPAs December 9-11, 2015.
12522099
By Paraklete® Financial, Inc.
Susan M. Tillery, CPA/PFS, President & CEO of Paraklete® Financial, Inc. (PFI) begins role as Chair of AICPA’s Personal Financial Specialist Credential Committee, October, 2015
12522093
By Paraklete® Financial, Inc.
W. Ashley Thiem, CPA, of Thiem & McCutcheon, CPAs, PA in Charleston is selected as one of the 2015 "Top 10 Public Accounting Professional Rising Stars" in South Carolina.
12475923
By Paraklete® Financial, Inc.
Tom Tillery and Financial Planning Advocate, LLC to host a Continuing Education event on Friday, July 31, 2015.
12463196
By Paraklete® Financial, Inc.
Thomas N. Tillery, CFP®, AEP®, CLU®, ChFC®, CRPC®, LUTCF, Vice President/Chief Compliance Officer of Paraklete® Financial, Inc. to teach the AICPA Personal Financial Planning Boot Camp sponsored by the Colorado Society of CPAs June 17-19, 2015.
12417388
By Paraklete® Financial, Inc.
Tom Tillery and Financial Planning Advocate, LLC hosted a Continuing Education event on Friday, January 30, 2015.
By Paraklete® Financial, Inc.
Thomas N. Tillery, will be presenting at the 2015 AICPA Advanced Personal Financial Planning Conference to be held January 19-21 at the Bellagio in Las Vegas, Nevada.
12413468
By Paraklete® Financial, Inc.
Susan Tillery, President and CEO of Paraklete® Financial, Inc. will present at the 2015 AICPA Advanced Personal Financial Planning Conference to be held in Las Vegas, NV.
By Paraklete® Financial, Inc.
Tom Tillery and Financial Planning Advocate, LLC hosted a Continuing Education event on Friday, December 5, 2014.
By Paraklete® Financial, Inc.
Thomas Neal Tillery, CFP®,CLU®, ChFC®, CRPC®, LUTCF Vice President/Chief Compliance Officer of Paraklete® Financial, Inc. (PFI) will teach the AICPA Personal Financial Planning Boot Camp sponsored by the Ohio Society of CPAs November 5-7, 2014.
12387808
By Paraklete® Financial, Inc.
Thomas Neal Tillery, CFP®,CLU®, ChFC®, CRPC®, LUTCF Vice President/Chief Compliance Officer of Paraklete® Financial, Inc. (PFI) will moderate the AICPA Personal Financial Planning Boot Camp November 3, 11, 18, 24, 2014.
12386743
By Paraklete® Financial, Inc.
Thomas Neal Tillery, CFP®, is co-presenting: Moving from Tax Planning to Integrated Financial Planning: Comprehensive Personal Financial Planning Case Study presented on October 30, 2014 from 2:00pm-4:30pm ET.
12386326
By Paraklete® Financial, Inc.
Thomas Neal Tillery, CFP®, is co-presenting: Moving from Tax Planning to Integrated Financial Planning: The Practical Side of Risk Management & Insurance Planning presented on October 30, 2014 from 12:30pm-2:00pm ET.
By Paraklete® Financial, Inc.
Susan Tillery is co-presenting: Moving from Tax Planning to Integrated Financial Planning: The Practical Side of Risk Management & Insurance Planning presented on October 30, 2014 from 12:30pm-2:00pm ET.
12385766
By Paraklete® Financial, Inc.
Susan M. Tillery is co-presenting: Expand Your Financial Planning Practice through Your Client's Tax Return: Moving from Tax Planning to Integrated Financial Planning. The event will be presented on October 29, 2014 from 10:30am-12:15pm ET.
12385095
By Paraklete® Financial, Inc.
Thomas N. Tillery will be a guest speaker on Wharton Business Radio’s - Your Money with host Professor Kent Smetters for an estate planning discussion on Tuesday, October 21, 2014 from 5-7 PM EDT on SiriusXM® Radio Channel 111.
12356256
By Paraklete® Financial, Inc.
Realty Capital Securities sponsors Thomas N. Tillery as the keynote speaker at the Cetara Wealth Management University, Las Vegas, NV, August 12-13, 2014.
12349015
By Paraklete® Financial, Inc.
Financial Planning Advocate, LLC will be hosting a Continuing Education event on Friday, July 25, 2014.
12324652
By Paraklete® Financial, Inc.
Financial Planning Advocate, LLC will be hosting a Continuing Education event on Friday, May 30, 2014.
12321510
By Paraklete® Financial, Inc.
Thomas Neal Tillery, CFP®,CLU®, ChFC®, CRPC®, LUTCF Vice President/Chief Compliance Officer of Paraklete® Financial, Inc. (PFI) will teach the AICPA Personal Financial Planning Boot Camp sponsored by the Colorado Society of CPAs.
12321474
By Paraklete® Financial, Inc.
Thomas Neal Tillery, CFP®,CLU®, ChFC®, CRPC®, LUTCF Vice President/Chief Compliance Officer of Paraklete® Financial, Inc. (PFI) will moderate the AICPA Personal Financial Planning Boot Camp hosted by AICPA’s PFP Division.

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