Our Press Releases
Paraklete Financial, Inc. Expands Operations to Gloucester, Virginia
Gloucester, VA – January 7, 2025 – Paraklete Financial, Inc., a nationally recognized fee-for-service CPA financial planning firm, is pleased to announce its expansion into Gloucester, Virginia. This strategic move underscores Paraklete Financial’s commitment to bringing holistic personal financial planning services to clients across the United States. Mitchell Kent, CPA/PFS, will lead the Gloucester office, bringing over 30 years of experience in integrated financial planning and tax strategies. Mitchell is dedicated to upholding Paraklete Financial’s mission of providing objective advice tailored to each client’s unique financial goals. “I am honored to lead Paraklete® Financial’s expansion into Virginia and the metro DC area and continue our mission of providing excellence in financial services,” said Kent. “Our goal is to empower individuals, families, and businesses with the knowledge and strategies needed to achieve their financial goals and thrive in today’s complex financial landscape.” “We are thrilled to expand our operations into Gloucester
Paraklete®Financial Hosts Annual Summit
Paraklete® Financial, Inc. recently hosted its 2024 Annual Summit October 16 -19 at Hotel Indigo in Atlanta/Vinings, Georgia. The event brought together Paraklete CPA financial planners from around the country for three days of advanced estate planning, thought-provoking discussions, and opportunities for collaboration. The Summit featured presentations by industry leaders Jere Doyle, Senior VP and Family Wealth Strategist at BNY Wealth, and Robert J. B. Petmecky, founder of Petmecky Law Group. The event also showcased Paraklete® Financial’s own VP, Thomas N. Tillery, who led several sessions on advanced estate planning, tax strategies, and incapacity planning. Summit Highlights: • Susan M. Tillery, President & CEO kicked off the Summit with an inspiring vision setting session. • Jere Doyle delivered insightful sessions on charitable giving strategies; delving into Charitable Lead Trusts (CLTs), Charitable Remainder Trusts (CRTs), and innovative philanthropy techniques, including donor-advised funds and charitable stock bailouts. • Rob Petmecky provided a
PFS Live Comes to San Diego, CA
San Diego, CA— November 21, 2024 As a CPA, are you ready to begin offering personal financial planning to your clients? Join us for an exclusive event, hosted by Avantax, featuring renowned personal financial planning expert, Tom Tillery, as he brings his wealth of knowledge to San Diego, CA, with PFSLive! Tom Tillery is a seasoned expert in the field of personal financial planning, with decades of experience helping individuals navigate the complexities of managing wealth. As a sought-after speaker and educator, Tillery has empowered countless people to achieve their financial goals through his practical insights and strategies. At PFSLive!, attendees can expect an engaging and informative experience focused on key aspects of the personal financial planning process as proscribed by the AICPA’s Statement on Standards in Personal Financial Planning, No. 1. Tom will cover essential topics such as cash flow management, investment planning, retirement planning, estate planning, risk management
Paraklete Financial Expands to Boca Raton with New Office and Leadership by Matthew Blumberg
Paraklete Financial is pleased to announce the grand opening of its newest office in Boca Raton, Florida. This expansion marks a pivotal moment for the firm as it continues to grow its presence in the region. The Boca Raton office will be under the leadership of Matthew Blumberg, CPA/PFS, a distinguished professional in the high net-worth tax planning sector. Matthew Blumberg brings extensive experience and a deep understanding of the unique needs of family office structures to his new role at Paraklete Financial. His leadership is anticipated to bolster the firm’s dedication to delivering top-tier, fee-for-service financial planning to the Boca Raton community as well as the South Florida area. “We are excited to extend our footprint in Florida and offer our suite of financial services to the residents of Boca Raton,” said Blumberg. “This new office allows us to strengthen our client relationships in the area and provide personalized
Risk Management/Employee and Business-Owner Planning
In today’s dynamic business environment, effective risk management is crucial for CPAs. The AICPA-CIMA course on Risk Management provides comprehensive training on identifying, assessing, and mitigating various business risks. Updated and now in its seventh year this course covers key aspects such as operational, financial, compliance, and strategic risks, ensuring that professionals are equipped to protect their organizations and clients. Navigate how to effectively choose among the various methods of addressing risk in order to avoid a catastrophic loss and, through real-life scenarios and practical guidance, gain knowledge of the following topics: Experts in the Field: Susan and Thomas Tillery Susan and Thomas Tillery are recognized experts in risk management and personal financial planning. Susan M. Tillery, CPA/PFS, AEP® (Distinguished), is president & CEO of Paraklete® Financial, Inc. Thomas Neal Tillery, CFP®, AEP® (Distinguished), CLU®, ChFC®, CRPC®, LUTCF® is vice president & CCO of Paraklete® Financial, Inc. Paraklete® provides integrated
PFS Live Comes to Chicago,Illinois
Chicago, Illinois – August 1-2, 2024: As a CPA, are you ready to begin offering personal financial planning to your clients? Join us for an exclusive event, hosted by Avantax, featuring renowned personal financial planning expert, Tom Tillery, as he brings his wealth of knowledge to Chicago, Illinois with PFSLive!. Tom Tillery is a seasoned expert in the field of personal financial planning, with decades of experience helping individuals navigate the complexities of managing wealth. As a sought-after speaker and educator, Tillery has empowered countless people to achieve their financial goals through his practical insights and strategies. At PFSLive!, attendees can expect an engaging and informative experience focused on key aspects of the personal financial planning process as proscribed by the AICPA’s Statement on Standards in Personal Financial Planning, No. 1. Tom will cover essential topics such as cash flow management, investment planning, retirement planning, estate planning, risk management planning
NOTE: The views expressed are those of the author as of the date noted, are subject to change based on market and other various conditions. Material discussed is meant to provide general information and it is not to be construed as specific investment, tax or legal advice. Keep in mind that current and historical facts may not be indicative of future results. The information contained in our presentations have been compiled from third party sources and is believed to be reliable; however, accuracy is not guaranteed.
