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Paraklete® Financial, Inc. Press releases

81 - 90 of 152 Press Releases

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.

Oct 22, 2014
Thomas Neal Tillery, CFP®, is co-presenting: Moving from Tax Planning to Integrated Financial Planning: The Practical Side of Risk Management & Insurance Planning presented on October 30, 2014 from 12:30pm-2:00pm ET.

Oct 22, 2014
Susan Tillery is co-presenting: Moving from Tax Planning to Integrated Financial Planning: The Practical Side of Risk Management & Insurance Planning presented on October 30, 2014 from 12:30pm-2:00pm ET.

Oct 21, 2014
Susan M. Tillery is co-presenting: Expand Your Financial Planning Practice through Your Client's Tax Return: Moving from Tax Planning to Integrated Financial Planning. The event will be presented on October 29, 2014 from 10:30am-12:15pm ET.

Oct 21, 2014
Thomas N. Tillery, CFP®, VP & CCO of Paraklete® Financial, Inc., sponsored by the Personal Financial Planning section of AICPA, will present at the MACPA Advanced Personal Financial Planning Conference on October 24 in Martin's West, Baltimore.


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