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Paraklete® Financial, Inc. Press releases

71 - 80 of 166 Press Releases

Dec 02, 2016
Thomas Neal Tillery, CFP®, AEP®, CLU®, ChFC®, CRPC®, LUTCF, Vice President and Chief Compliance Officer of Paraklete® Financial, Inc. moderated the 2016 Virtual AICPA Personal Financial Planning Boot Camp, November 7, 14, 21 and 28, 2016

Dec 01, 2016
Thomas N Tillery, CFP®, AEP®,CLU®, ChFC®, CRPC®, LUTCF Vice President/Chief Compliance Officer of Paraklete® Financial, Inc. (PFI) to teach the AICPA Personal Financial Planning Boot Camp sponsored by the Ohio Society of CPAs December 7-9, 2016

Oct 28, 2016
Susan Tillery to present: Income Tax Planning: The Fulcrum for Effective Retirement at the Georgia Society of CPA's Tax Forum in Atlanta on November 3, 2016

Aug 03, 2016
Susan M. Tillery, CPA/PFS, President & CEO of Paraklete® Financial, (PFI) will speak at the 2016 AAA Annual Meeting and Conference in New York, NY

Jul 29, 2016
Susan M. Tillery, CPA/PFS, President & CEO of Paraklete® Financial, (PFI) will present at the 2016 AICPA's EDGE Experience Conference, The Young CPA Network's Premier Career Development Event in Las Vegas, NV

Jul 12, 2016
W. Ashley Thiem, CPA, of Paraklete Financial, Inc. in Charleston, SC is selected as one of 22 recipients of the first annual 'Standing Ovation Honors.'

Jul 12, 2016
Susan Tillery, President of Paraklete® Financial, Inc. is pleased to announce the opening of their newest office.

Jun 16, 2016
Client Advocacy: Susan Tillery, CPA/PFS, Takes a Unique Approach

Apr 08, 2016
Thomas N. Tillery, CFP®, AEP®, CLU®, ChFC®, CRPC®, LUTCF, Vice President/Chief Compliance Officer of Paraklete® Financial, Inc. to teach the AICPA Personal Financial Planning Boot Camp sponsored by the Colorado Society of CPAs June 22-24, 2016.

Apr 08, 2016
Thomas Neal Tillery, CFP®, AEP®, CLU®, ChFC®, CRPC®, LUTCF, Vice President and Chief Compliance Officer of Paraklete® Financial, Inc. will moderate the 2016 Virtual AICPA Personal Financial Planning Boot Camp on June 6th, 13th, 20th, and 27th.


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