Integrating Estate Planning into Retirement Planning
Steve Parrish will present "Integrating Estate Planning into Retirement Planning." Because of the pandemic, tax law changes, and media attention, estate planning is front and center with many consumers. This session addresses how estate planning can be folded into clients’ regular retirement planning, integrating new tax and legal strategies in a rapidly changing economic environment. This includes retirement income withdrawal strategies and IRA planning.
Steve Parrish is the Co-Director of the New York Life Center for Retirement Income at The American College of Financial Services, where he also serves as an Adjunct Professor of Advanced Planning. He is also an Adjunct Professor of Estate Planning at Drake University Law School. With over 40 years’ experience as an attorney and financial planner, Parrish frequently addresses the financial challenges of individuals, business owners and executives nationwide.
Parrish is an expert on retirement, estate, and business owner succession planning. He is a recognized industry authority, spokesperson and author serving as an ongoing columnist for Forbes.com.
Parrish has served as an expert source for such prominent media outlets as InvestmentNews, MarketWatch, Wall Street Journal Radio, USN&WR, HR Magazine, and the Journal of Financial Planning. He is also an Associate Editor of the Journal of Financial Services Professionals. In addition, he is a sought-after speaker with bar associations, estate planning councils and state AICPA meetings. He has addressed such financial service organizations as MDRT, Association for Advanced Life Underwriting, INC 5000, and Society of Financial Service Professionals. Parrish also addresses numerous business organizations nationwide and has served as an expert witness.
Program Sponsored by Society of Financial Service Professionals
