Thomas N. Tillery Presented Session at AICPA Engage 2023

ATLANTA - June 8, 2023 - PRLog -- Thomas N. Tillery, CFP^®, AEP^® (Distinguished), CLU^®, ChFC^®, CRPC^®, LUTCF, Vice President and Chief Compliance Officer of Paraklete® Financial, Inc. will be presenting Building a Successful CPA/Wealth Management Partnership session at the AICPA Engage, June 7. Accounting firms have long understood the need to bring additional services and value to their clients and one key area being wealth management services. However, whether built internally or through an external partnership with a wealth management firm, many have struggled to capitalize on the opportunity for a variety of reasons. Tom will share his experience in building collaborative partnerships between COIs and financial advisory firms. The session will provide practical and executable strategies that can be applied in a business to drive a successful accounting/wealth management partnership.

Thomas Neal Tillery, CFP^®, AEP^® (Distinguished), CLU^®, ChFC^®, CRPC^®, LUTCF^® is Vice President & CCO of Paraklete^® Financial, Inc. Paraklete^® provides integrated fee-for-service personal financial planning and virtual family office services, without asset management or product sales. The firm acts as An Advocate in Financial Services® for its clients with a disciplined focus on independence and objectivity. Tom is also a co-founder and Vice-President of Financial Planning Advocate, LLC, a provider of continuing education for CPA's, financial advisers, universities, and colleges.

Tom earned an M.S. in Financial Services from The American College and an M.A. in education from The Southern Baptist Theological Seminary.  He is an active member of AICPA (Non-CPA Associate), National Association of Estate Planners & Councils, and the Atlanta Estate Planning Council.

With more than 35 years of experience in personal financial planning, Tom is a frequent speaker and author on topics relating to personal financial planning including, Financial Planning and Tax Advisory Services, Estate Planning for the Affluent, Current Retirement Issues, Working with Investment Advisors, and Stewardship. Mr. Tillery is the co-author of Essentials of Personal Financial Planning, a textbook used by colleges and universities in graduate programs in accounting, business, and law. Additionally, Tom has co-authored The AICPA Financial Planning Certificate Program. The program addresses all areas of the Personal Financial Specialist (PFS) Body of Knowledge and successful completion, with related experience, permits participants to obtain the PFS Credential. Tom and his family reside in Kennesaw, Georgia.

Please visit Tom's blog at https://fpadvocate.com/our-blog/