Susan M. Tillery, presents with panel of experts November 14 at 60th annual NAEPC conference

ATLANTA - Nov. 2, 2023 - PRLog -- Susan M. Tillery, CPA/PFS, AEP^® (Distinguished), and President and CEO of Paraklete® Financial, Inc. (PFI) will be a panelist for the NAEPC Cross-Disciplinary Panel on NAEPCs Core Value: Multi-Disciplinary Teaming on November 14. A panel of successful practitioners will discuss the importance and benefits of a multi-disciplinary team approach when advising clients on issues such as estate and trust planning, retirement planning, cash planning, charitable giving and various other tax and financial related matters. The panel will look at who should be at the table, responsibilities and accountability of each team member, the client's role, the actual planning process, as well as the use and importance of engagement letters in advisory engagements.

Susan earned both her bachelor's and master's degrees in Accounting from the University of Georgia. Susan is a member of the American Institute of CPAs (AICPA), the Georgia Society of CPAs (GSCPA) and the Atlanta Estate Planning Council. In addition, she is a member of the GSCPA Board of Directors and is past Chair of the AICPA Personal Financial Planning Executive Committee and the AICPA Personal Financial Planning Credential Committee. Susan is a recipient of the AICPA 2019 Personal Financial Planning (PFP) Distinguished Service Award.

Ms. 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, Susan has co-authored The AICPA Personal 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. She is a frequent speaker and author on topics relating to personal financial planning including, CPA's and Financial Planning, Virtual Family Offices, Collaboration, Planning and Tax Advisory Services, Financial Issues Facing Women, Responsibilities of Wealth, Charitable Giving, and Stewardship.  Susan and her family reside in Kennesaw, Georgia.

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