Estate planning is part of financial and retirement planning.  

There are new estate planning considerations for financial professionals in light of the pandemic, the SECURE Act and proposed legislation, and an increasing emphasis on living versus death estate planning.

This session will help you understand how the new horizons in today’s estate planning might affect retirement plans.

In "New Horizons in Estate Planning" with Steve Parrish, you will:

1. Hear an update as to why estate planning has changed significantly in the last three years, and how it may change yet again with possible legislation in a post-pandemic economy;
2. Learn eight estate planning considerations that represent new thinking in this discipline;
3. Discover actionable ideas to help build these estate planning considerations into your client’s financial and retirement plan.

Your presenter is Steve Parrish, JD, RICP®, ChFC®, CLU®, RHU®, AEP®, Co-Director, The American College New York Life Center for Retirement Income Adjunct Professor, Advanced Planning. 

Steve Parrish is the Co-Director of the 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, Money.com, Kiplinger, MarketWatch, Wall Street Journal Radio, USN&WR, HR Magazine, and the Retirement Income Journal. 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, AICPA, Finseca, NAIFA, INC 5000, and Society of Financial Service Professionals. Parrish also addresses numerous business organizations nationwide and has served as an expert witness. 

Moderator: Betty Meredith, CFA, CFP®, CRC®, Int’l Retirement Resource Center

1 hr CFP®, CRC®, and other CE Credit Reporting

We will report your CFP® and/or CRC® credit (no additional reporting fee) checkout.  After purchase you will receive an email with a token. Please redeem token to take this course. You will receive another email explaining where to enter your CFP® and/or CRC® IDs  You are responsible for reporting all other certifications for CE credit. 

Overall Rating: 4.9 / 5

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