Paraklete® Financial, Inc. Press releases
Oct 22, 2018
Thomas N Tillery, CFP®, AEP®,CLU®, ChFC®, CRPC®, LUTCF Vice President/Chief Compliance Officer of Paraklete® Financial, Inc. teaches the AICPA Personal Financial Planning Boot Camp sponsored by the Georgia Society of CPAs November 5-7, 2018
May 23, 2018
Susan M. Tillery, CPA/PFS, President & CEO of Paraklete® Financial, Inc. (PFI) will present at the AICPA Engage 2018 Advanced Estate Planning Conference in Las Vegas, Nevada
May 23, 2018
Susan M. Tillery, CPA/PFS, President & CEO of Paraklete® Financial, Inc. (PFI) will present at the AICPA Engage 2018 Advanced Personal Financial Planning Conference in Las Vegas, Nevada
May 14, 2018
Thomas N Tillery, CFP®, AEP®,CLU®, ChFC®, CRPC®, LUTCF Vice President/Chief Compliance Officer of Paraklete® Financial, Inc. (PFI) teaches the AICPA Personal Financial Planning Boot Camp sponsored by Missouri Society of CPAs May 21-23, 2018.
Mar 01, 2018
Susan M. Tillery, CPA/PFS, President & CEO of Paraklete® Financial, Inc. (PFI) 'Bring More Value to Your Clients with Charitable Planning' article in Journal of Accountancy
Nov 13, 2017
Thomas N Tillery, CFP®, AEP®,CLU®, ChFC®, CRPC®, LUTCF Vice President/Chief Compliance Officer of Paraklete® Financial, Inc. teaches the AICPA Personal Financial Planning Boot Camp sponsored by the Georgia Society of CPAs November 1-3, 2017
Nov 13, 2017
Susan Tillery will present two sessions at the Georgia Society of CPA's Personal Financial Planning Conference on October 25, 2017: The Future of Services for Individuals, and CPA to PFP: How to Get into the Market
Jun 02, 2017
Susan M. Tillery, CPA/PFS, President & CEO of Paraklete® Financial, Inc. (PFI) will present at the AICPA Engage 2017 Conference Workshops for Personal Financial Planners in Las Vegas, NV
Jun 02, 2017
Susan M. Tillery, CPA/PFS, President & CEO of Paraklete® Financial, Inc. (PFI) contributes to 'Why Women Need More Money in Retirement' article in Journal of Accountancy
Mar 21, 2017
Tom and Susan Tillery announce the publication of their premier textbook: Essentials of Personal Financial Planning