PFSLive! Comes to Dallas, Texas

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 Dallas, Texas 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 and debt management.

Why Attend PFSLive!?
PFSLive offers a unique opportunity for CPAs to gain invaluable insights from one of the foremost experts in personal financial planning. Whether you’re just starting your journey as a CPA/PFS or you are looking to enhance your existing knowledge, this event is designed to equip you with the tools and knowledge needed to lead clients in the personal financial planning process.

Well known for his engaging teaching style and ability to simplify complex financial concepts, Tom brings a fresh perspective to personal financial planning education. Through real-world examples and practical advice, Tillery empowers attendees to take their personal financial planning practice to the next level, or to begin their own personal financial planning practice.

Don’t miss your opportunity to obtain your PFS certification. Register now for PFSLive! in Dallas and embark on your journey towards financial freedom.

Event Details
Date: May 29-30, 2024
Location: Dallas, Texas


Tax laws directly impact an individual’s personal financial plan. At Paraklete® Financial we work with CPA’s as part of our client’s collaborative team of advisers. The collaborative team is essential to the personal financial planning process. For more information, please visit us at

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.

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