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Paraklete® Financial, Inc. Press releases

1 - 10 of 119 Press Releases

Dec 03, 2020
Cleveland, Ohio - The National Association of Estate Planners & Councils (NAEPC) is pleased to recognize Susan M.

Oct 22, 2020
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.

Oct 22, 2020
Susan M. Tillery, CPA/PFS, AEP® (Distinguished) Nominee, and President and CEO of Paraklete® Financial, Inc.

Oct 08, 2020
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

Jun 04, 2020
Susan M. Tillery, CPA/PFS, AEP® (Distinguished) Nominee, President & CEO of Paraklete® Financial, Inc. co-hosts Common Questions from Clients amid the Pandemic, for AICPA Engage 2020

Mar 23, 2020
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

Mar 23, 2020
Susan M. Tillery, CPA/PFS, AEP® (Distinguished) Nominee, President & CEO of Paraklete® Financial, Inc. publishes column in AICPA's The Tax Adviser

Dec 05, 2019
Susan M. Tillery, CPA/PFS, AEP® (Distinguished) Nominee, President & CEO of Paraklete® Financial, Inc. will present at The OSCPA 2019 MEGA Tax Conference in Lewis Center, Ohio

Jun 05, 2019
Susan M. Tillery, CPA/PFS, President & CEO of Paraklete® Financial, Inc. (PFI) will co-present at the AICPA Engage 2019 Tax Strategies for the High-Income Individual Las Vegas, Nevada

Jun 05, 2019
Susan M. Tillery, CPA/PFS, President & CEO of Paraklete® Financial, Inc. (PFI) will present at the AICPA Engage 2019 Advanced Personal Financial Planning Conference in Las Vegas, Nevada


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