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 deep dive into business transfer techniques and tax-efficient wealth transfer methods. His sessions focused on intra-family transfers, buy-sell agreements, and family limited partnerships (FLPs), offering attendees actionable insights into estate freeze strategies.
•Thomas N. Tillery led discussions on a wide range of estate planning topics, including generation-skipping transfer tax (GSTT), estate tax compliance, and incapacity planning. His sessions emphasized the importance of managing tax liabilities and ensuring efficient wealth transfers in complex estate scenarios.
Networking and Collaboration:
The summit fostered networking opportunities, including a welcome reception, a private dinner hosted by BNY Wealth, and a soirée at the home of Susan and Thomas Tillery, hosted by SouthState Bank and Paraklete® Financial, Inc. Attendees praised the event for its intimate setting, where meaningful connections were forged, and collaborative discussions on the future of wealth management took place.
About Paraklete® Financial, Inc.:
Paraklete® Financial, Inc. is a fee-for-service financial planning firm that specializes in providing high-net-worth individuals and families with virtual unbundled multi-family office services. With a focus on estate planning, tax-efficient wealth management, and asset protection, Paraklete® Financial offers strategies that are tailored to meet each client’s unique goals.
For more information about Paraklete® Financial and future events: www.parakletefinancial.com
Contact email: stillery@parakletefinancial.com
