Sunday, June 2, Aria, Las Vegas – Thomas Tillery, MA, MSFS, AEP (Distinguished), CFP®, a distinguished educator and esteemed expert in personal financial services, is honored to announce his participation as a speaker at the AICPA Engage 2024 conference. The event, renowned for bringing together leading professionals from the accounting and financial planning industries, is set to take place June 2 – 6, 2024 at Aria, Las Vegas.

Tom’s session, titled “PFS Live! Workshop,” is scheduled to be held on June 2 from 8:00 AM to 6:00 PM. During this interactive workshop, Tom will lead participants through real-world case studies and scenarios, offering practical insights and strategies for navigating complex financial planning challenges.

With a career spanning over 35 years, Tom Tillery brings a wealth of knowledge and expertise to his presentation. As a Certified Financial Planner® (CFP®) and Accredited Estate Planner® (AEP), Tom has earned recognition for his exceptional contributions to the field of personal financial planning.

“I am excited to have the opportunity to lead the PFS Live! Workshop at AICPA Engage 2024,” said Tom Tillery. “This workshop will provide attendees with a hands-on learning experience, allowing them to apply personal financial planning concepts to real-life situations and gain valuable insights into the profession.”

During the workshop, participants will have the opportunity to engage with Tom and their peers, discussing best practices, strategies for client communication, and approaches to integrated financial planning. The session will cover a range of topics, including retirement planning, investment management, estate planning, tax planning, and more.

Attendees can expect to leave the workshop with a deeper understanding of the complexities of personal financial planning and actionable strategies for delivering exceptional service to their clients.

Thomas is a frequent speaker and presenter at industry conferences and events, sharing his insights and expertise on topics related to personal financial planning, estate planning, retirement planning, and more. He is dedicated to advancing the profession and empowering financial planners to deliver exceptional service to their clients. His firm is recognized for creating the unbundled virtual family office.

For media inquiries or interview requests, please contact:

Susan Tillery

CEO& President

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