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Paraklete® Financial, Inc. Press releases

1 - 10 of 130 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.


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