Speaking

July 25, 2014

Financial Planning Advocate, LLC will be hosting a CE event with Tom Tillery as the presenter and will address the subject of Updates in Estate Planning: A Review of 2014 Changes and Their Impact on Clients’ Estate Plans

Topics to be addressed will be: an overview of the estate planning process: regulatory updates on the DOMA decision and it’s continuing impact on the personal financial planning process; standalone retirement trusts and asset protection; continued use of GRATs; the use of discounts for lack of marketability in estate planning. The Webcast will be held on Friday, July 25, 2014 at 1:30 PM EDT. The course is approved for one hour of CPE and CE. To register for the class, please email us at hello@ttillery.com. Virtual Seating is limited.

May 5 – 29, 2014

AICPA’s Personal Financial Planning Boot Camp Virtual Class hosted by AICPA’s PFP Division to be moderated by Tom Tillery

The AICPA’s Personal Financial Planning Boot Camp helps CPAs prepare for taking the PFS Exam as well as CPAs who desire to freshen their tax, estate, retirement, investment and insurance planning skills. Experienced instructor Tom Tillery leads this engaging, comprehensive overview of all topics on the Personal Financial Specialist (PFS) Exam, including the new AICPA PFP standards, with real-life scenarios and practical guidance. Class attendees have a 93 percentpass rate on the PFS Exam. Click here to register.

May 14 – 16, 2014

Colorado Society of CPAs to host AICPA’s Personal Financial Planning Boot Camp a three day course taught by Tom Tillery

This class is an informative and highly engaging review of all personal financial planning (PFP) topics including tax, estate, retirement, investment, insurance/risk-management planning and the financial planning process. By illustrating concepts with real-life scenarios, the instructor will both improve your retention for the Personal Financial Specialist (PFS) credential exam and enable you to increase productivity and income back in your office. The course uses the comprehensive outline of topics covered on the PFS credential exam, so participants will receive from a broad understanding of how these topics interact with one another. Click here for details and registration.

May 30, 2014

Financial Planning Advocate, LLC will be hosting a CE event with Tom Tillery as the presenter and will address the subject of Investment Management and the Personal Financial Planning Process.

This Webcast will review investment management in the personal financial planning process: the need for asset allocation; review asset classes; tax planning with investment management; and overview types of investment vehicles. The Webcast will be held on Friday, May 30 at 1:30 PM EDT. The course is approved for one hour of CPE and CE. To register for the class, please email us at hello@ttillery.com.

March 28, 2014
Financial Planning Advocate, LLC will be hosting a CE event with Tom Tillery as the presenter and will address the subject of Risk Management and the Personal Financial Planning Process.

This Webcast will review the various strategies for risk management / insurance in the planning process: property and casualty; disability; health; life; long term care; annuities and how they affect planning for your clients. The Webcast will be held on Friday, March 28 at 1:30 PM EST. The course is approved for one hour of CPE and CE. To register for the class, please email us at hello@ttillery.com.

February 28, 2014

Financial Planning Advocate, LLC will be hosting a CE event with Tom Tillery as the presenter and will address the subject of Personal Financial Planning: Regulations, Updates, Future of the Profession

This Webcast will review the history of Financial Planning and the Investment Adviser’s Act of 1940. Additional topics to be discussed are the regulation of Financial Advisers and the three main organizations which provide certification for Personal Financial Planning. The Webcast will be held on Friday, February 28 at 1:30 PM EST. The course is approved for one hour of CPE and CE. To register for the class, please email us at hello@ttillery.com.

January 31, 2014

Financial Planning Advocate, LLC will be hosting a CE event with Tom Tillery as the presenter and will address the subject of Back to Basics: Fundamentals of Financial Planning.

This Webcast will review some of the basic fundamentals of personal financial planning as well as principles within each area that will enable advisors to lead their clients toward success in their planning goals and life priorities. The Webcast will be held on Friday, January 31st at 1:30 PM EST. The course is approved for one hour of CPE and CE. To register for the class, please email us at hello@ttillery.com.

December 20, 2013

Financial Planning Advocate, LLC will be hosting a CE event with Tom Tillery as the presenter and will address the subject of Year End Tax Planning.

This Webcast will provide an overview of the key changes within the tax laws for 2013. Tom will cover new tax provisions to watch for as well as how the tax law changes will affect tax planning for your clients. The Webcast will be held on Friday, December 20th at 1:30 PM EST. The course is approved for one hour of CPE and CE. To register for the class, please email us at hello@ttillery.com.

November 22, 2013

Financial Planning Advocate, LLC will be hosting a CE event with Tom Tillery as the presenter and will address the subject of Health Care Reform.

This class will provide an overview of the key components of the Patient Protection and Affordable Care Act. Tom will illustrate many of the nuances within the act that may create confusion for employees, employers and advisors. The Webcast will be held on Friday, November 22nd at 1:30 PM EST. The course is approved for one hour of CPE and CE. To register for the class, please email us at hello@ttillery.com

June 14, 2013

Paraklete® Financial, Inc. will be hosting a CE event with Tom as the presenter. Got IDGT(s): Intentionally Doing Great Things

This class provided a review the history of intentionally defective grantor trusts (IDGTs). Attendees discovered how to utilize IDGTs to address client estate planning objectives and increase their understanding of the tax implications of IDGTs. Participants also learned how to increase their ability to understand, analyze, and apply IDGTs in their client’s estate plan.

2 hours of CPE and CE are available. For more information on this subject please check out this site:

Charitable Transfers 

Charitable Transfers is one of my more popular classes. The class will review the basic types of Charitable Transfers and their application in an integrated financial plan. Advisers will discover how to utilize Private Foundations to address client estate planning objectives. Finally, participants will develop an understanding of Charitable Remainder and Charitable Lead Trust(s) and increase their ability to understand and analyze charitable transfers.

2 hours of CPE and CE is available

 

June 26 – 28, 2013

PFS Exam Review Class

The AICPA PFP Division is introducing a new program for CPAs who want to: achieve the PFS credential; refresh their financial planning skills; learn more about financial planning; and add financial planning to their service offerings.

The two and a half day course will help CPAs understand the technical foundation of the Personal Financial Planning discipline and prepare them for the PFS Exam. Participants will receive a consolidated and intensive introduction to the principles and analytic techniques of personal financial planning. The engaging and informative review will cover all topics on the exam, including the personal financial planning process, professional responsibilities, income tax, estate, retirement, investments and insurance planning.

The June classes will take place at the AICPA’s North Carolina main operations office in Durham. This state of the art facility provides an excellent venue for the program. Seating is limited. Discounts for early registration and scholarships are available. CPE and CE are available for attendees.

Who Should Attend: CPAs preparing to take the PFS Exam; partners and staff who want to enhance their competencies; experienced CPAs who want an overview of PFP; CPAs who want to expand their PFP education and experience.

21 hours of CPE are available.  Click here to register.

 

July 1, 2013

 “Healthcare, Medicare & Retirement: The Perfect Storm”

A new financial risk has been added to your client’s portfolios. The traditional methods of addressing healthcare needs in retirement are no longer valid. The financial planner must now be as adept at managing health care risk as they are at managing portfolio risk for their clients who have retired.

“Healthcare, Medicare & Retirement: The Perfect Storm” was first presented at the 2013 AICPA Personal Financial Planning Conference.  The audience response was tremendous and the “twitter-verse” erupted.  This presentation is a rebroadcast by AICPA® and I will be hosting live me.

1 hour of CPE is available. Click here for more information.

 

November 6, 2013

I will be a panelist for a discussion on the full implementation of the Affordable Care Act in 2014.  This presentation is hosted by the Georgia Society of CPAs and is part of the 2013 Georgia Tax Forums

Cobb Galleria Centre, Atlanta, GA

 

December 5, 2013

I will be a participant on a panel discussion titled: The full implementation of the Affordable Care Act in 2014.  This presentation is hosted by the Georgia Society of CPAs and is part of the 2013 Georgia Tax Forums

Costal Georgia Center, Savannah, GA

 

Dates to Be Determined:

CPA/PFS Live review in the Fall of 2013