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.

Thomas N. Tillery, CFP®, VP & CCO of Paraklete® Financial, Inc., sponsored by the Personal Financial Planning section of AICPA, will present at the MACPA Advanced Personal Financial Planning Conference on October 24 in Martin's West, Baltimore.

Susan M. Tillery will be a panelist in the session: From Client Tax Returns to Value-Added Financial Planning: How CPAs Can Get in the Game presented on October 22, 2014 from 1pm-2:45pm ET.

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.

Realty Capital Securities sponsors Thomas N. Tillery as the keynote speaker at the Cetara Wealth Management University, Las Vegas, NV, August 12-13, 2014.

Financial Planning Advocate, LLC will be hosting a Continuing Education event on Friday, July 25, 2014.

Thomas Neal Tillery, CFP®,CLU®, ChFC®, CRPC®, LUTCF Vice President/Chief Compliance Officer of Paraklete® Financial, Inc. (PFI) will present an AICPA audio webcast on July 14 at 1:00 PM (EDT).

Paraklete® Financial, Inc., a fee-only financial planning firm headquartered in Kennesaw, Georgia, has opened another location in the metro DC area.

Financial Planning Advocate, LLC will be hosting a Continuing Education event on Friday, May 30, 2014.

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.