Paraklete® Financial, Inc.

Thomas N. Tillery, CFP®, AEP® (Distinguished), CLU®, ChFC®, CRPC®, LUTCF, Vice President and Chief Compliance Officer of Paraklete® Financial, Inc.

Susan M. Tillery, CPA/PFS, AEP® (Distinguished), panel expert at AICPA Engage 2022 workshop, Building Your Tax & Financial Planning Advisory Business

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

Cleveland, Ohio - The National Association of Estate Planners & Councils (NAEPC) is pleased to recognize Thomas N.

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.

Susan M. Tillery, CPA/PFS, AEP® (Distinguished), and President and CEO of Paraklete® Financial, Inc.

Cleveland, Ohio - The National Association of Estate Planners & Councils (NAEPC) is pleased to recognize Susan M.

Thomas N. Tillery, CFP®, AEP® (Distinguished) Nominee, CLU®, ChFC®, CRPC®, LUTCF, Vice President and Chief Compliance Officer of Paraklete® Financial, Inc. will present Wrap Up and Key Takeaways Going into Tax Season.

Susan M. Tillery, CPA/PFS, AEP® (Distinguished) Nominee, and President and CEO of Paraklete® Financial, Inc.

Susan M. Tillery, CPA/PFS, AEP® (Distinguished) Nominee, and Thomas N. Tillery, CFP®, AEP® (Distinguished) Nominee, CLU®, ChFC®, CRPC®, LUTCF, co-present Planning for the EveryDayTM Client, for AICPA Engage 2020