Paraklete® Financial, Inc. Press releases
Jan 19, 2023
Thomas N. Tillery, CFP®, AEP® (Distinguished), CLU®, ChFC®, CRPC®, LUTCF®, Vice President and Chief Compliance Officer of Paraklete® Financial, Inc.
Dec 06, 2022
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.
Oct 13, 2022
Thomas N. Tillery, CFP®, AEP® (Distinguished), CLU®, ChFC®, CRPC®, LUTCF, Vice President and Chief Compliance Officer of Paraklete® Financial, Inc. will present at the AICPA & CIMA National Tax & Sophisticated Tax Conference.
May 11, 2022
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.
May 11, 2022
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.
May 10, 2022
Thomas N. Tillery, CFP®, AEP® (Distinguished), CLU®, ChFC®, CRPC®, LUTCF, Vice President and Chief Compliance Officer of Paraklete® Financial, Inc.
May 10, 2022
Susan M. Tillery, CPA/PFS, AEP® (Distinguished), panel expert at AICPA Engage 2022 workshop, Building Your Tax & Financial Planning Advisory Business
Feb 03, 2022
Susan M. Tillery, CPA/PFS, AEP® (Distinguished) and Thomas N. Tillery, CFP®, AEP® (Distinguished), co-present The Unbundled Family Office: The Household Steward Reimagined, for BNY Mellon's Probate & Pumpernickel February Webinar
Nov 04, 2021
Cleveland, Ohio - The National Association of Estate Planners & Councils (NAEPC) is pleased to recognize Thomas N.
Oct 26, 2021
Thomas N. Tillery, CFP®, AEP® (Distinguished) Nominee, CLU®, ChFC®, CRPC®, LUTCF, Vice President and Chief Compliance Officer of Paraklete® Financial, Inc. will present at PFS live! a CPAllianceTM event sponsored by the AICPA.