Paraklete® Financial, Inc. Press releases
Jan 29, 2015
Tom Tillery and Financial Planning Advocate, LLC hosted a Continuing Education event on Friday, January 30, 2015.
Jan 15, 2015
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.
Jan 15, 2015
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.
Dec 16, 2014
Thomas Neal Tillery, CFP®, is presenting two sessions: "Cry Havoc! Application and Enforcement of the Patient Protection and Affordable Care Act" and "Sea-Change: Planning for Same-Sex Couples Post-DOMA" on Wednesday, December 17, 2014.
Dec 16, 2014
Tom Tillery and Financial Planning Advocate, LLC hosted a Continuing Education event on Friday, December 5, 2014.
Oct 28, 2014
Susan M. Tillery, CPA/PFS, CFP®, President and CEO of Paraklete® Financial, Inc will be one of the featured speakers in the Audio Webcast 'Addressing Client Life Insurance Questions in Your Practice' on Thursday, November 6, 2014 at 1:00 PM ET.
Oct 27, 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 Ohio Society of CPAs November 5-7, 2014.
Oct 27, 2014
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.
Oct 23, 2014
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.
Oct 23, 2014
Susan M. Tillery 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.