Paraklete® Financial, Inc.

Thomas N. Tillery of Paraklete® Financial, Inc. will be presenting "Moving from Tax Planning to Holistic Financial Planning: The Practical Side of Risk Management & Insurance Planning" on June 28th, 2012 at 1:00 PM.

Susan Tillery, President and CEO of Paraklete® Financial, Inc., will be presenting via webcast for AICPA. The webcast series leads members through the process of moving from tax preparer to financial planner.

Susan Tillery, President and CEO of Paraklete® Financial, Inc., will be presenting at the AICPA Practitioners Symposium and TECH+ Conference to be held June 11-13 at the Aria Resort & Casino in Las Vegas, NV.

Susan Tillery, President and CEO of Paraklete® Financial, Inc., will be presenting at the California Society of Certified Public Accountants Personal Financial Planning Committee Meeting to be held May 3-4 at the Westin Verasa Napa in California.

Thomas N. Tillery, MSFS, CFP®, Vice President / Chief Compliance Officer for Paraklete® Financial, Inc. will be available for live question and answer sessions during the rebroadcast of the PFS Exam Review Class during May.

Thomas N. Tillery, CFP®, CLU, ChFC, LUTCF, CRPC® Vice President/Chief Compliance Officer of Paraklete Financial, Inc® (PFI) will be co-presenting the PFS Exam Review Class at the AICPA Advanced Personal Financial Planning Conference.

Thomas N. Tillery, CFP®, CLU, ChFC, LUTCF, CRPC® and and Vice President/Chief Compliance Officer of Paraklete Financial, Inc® (PFI) will be presenting two sessions at the AICPA Advanced Personal Financial Planning Conference.

Susan Tillery, President and CEO of Paraklete Financial, will be participating as a panelist at the AICPA Advanced Personal Financial Planning Conference to be held January 15-18th in Las Vegas, NV.

In an article published last month in the AICPA's Wealth Insider newsletter, Susan Tillery, President and CEO of Paraklete Financial, described financial planning as "an orphan of professional disciplines."

Susan Tillery, President and CEO of Paraklete Financial, will be participating as a panelist at the AICPA Advanced Personal Financial Planning Conference to be held January 10-12th in Las Vegas, NV.