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ENGAGE 2020


PFP303 - PFP303. Planning for the Everyday Client


Oct 19, 2020 1:00pm ‐ Oct 19, 2020 1:50pm

Speaker(s):

  • Susan M. Tillery, CPA/PFS, AEP, (Distinguished) Nominee, President & CEO, Paraklete Financial, Inc. and Financial Planning Advocate, LLC
  • Thomas N. Tillery, MA Ed., MSFS, AEP, CFP, CLU, ChFC, LUTCF, CRPC,, Vice President/Chief Compliance Officer, Paraklete Financial, Inc.
Tags: PFP
Category: General Session Online

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