Sunday, June 2, 2024, Aria, Las Vegas – Susan Tillery, CPA/PFS, AEP (Distinguished) financial advisor and a leading practitioner of the unbundled virtual family offices and personal financial planning, is honored to announce her participation as a speaker at the AICPA Engage 2024 conference. The event will take place June 2-6, 2024 at Aria, Las Vegas and brings together leading professionals from the accounting and financial planning industries.

Susan Tillery’s session, titled “Creating Your CPA Personal Financial Planning Practice,” is an all-day event taking place on June 2. During the session, Susan will share insights and practical advice on establishing and growing a successful personal financial planning practice within a CPA firm.

“I am thrilled to have the opportunity to speak at AICPA Engage 2024 and share my insights on building a successful CPA personal financial planning practice,” said Susan Tillery. “The landscape of financial planning is constantly evolving, and CPAs have a unique opportunity to leverage their expertise and serve their clients in new and impactful ways.”

In her session, Susan will cover key topics such as identifying opportunities for growth, developing a service offering that meets client needs, marketing strategies for attracting and retaining clients, and best practices for integrating personal financial planning into a CPA firm’s existing services.

Attendees can expect to gain valuable insights and actionable strategies to help them take their CPA personal financial planning practice to the next level.

With over 30 years of experience in the field, Susan Tillery brings a wealth of knowledge and expertise to her presentation. As a Certified Public Accountant (CPA) and Personal Financial Specialist (PFS), Susan has a deep understanding of the unique challenges and opportunities facing CPAs interested in expanding their services to include personal financial planning.

Susan is the co-founder and CEO of Paraklete® Financial, Inc., a CPA led personal financial planning firm dedicated to providing independent and objective integrated personal financial planning and virtual unbundled multi-family offices.

For media inquiries or interview requests, please contact:

Susan M Tillery

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