As our clients prepare for retirement, many dream of splitting their time among residences. 

Because of weather, family, or wanderlust, they want to spend their retirement years in more than one locale. 

The challenge is making “snowbirding” a reality from a legal and financial standpoint. Clients need help in spotting the issues, budgeting for the added expense, and building snowbirding into their retirement plans. This webinar will help advisors better understand the financial challenges, the legal peculiarities, and the many solutions that are available. By knowing the questions to ask and offering ideas that work, the advisor can help clients move this retirement goal from a mere dream to a doable reality. 

In "Snowbirding – Living in More Than One Location in Retirement" with Steve Parrish, you will:

1. Learn what drives retirees to want to live in more than one location – to “snowbird”;
2. Gain an understanding of the financial, legal, budgeting and tax issues that can derail a client’s plans;
3. Discover financial solutions that help finance and maintain the ownership of more than residence;
4. Better understand how to work with retired clients who spend their time in more than one location.

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: 4.7 / 5

The $29 fee is waived for all 90 Days – $125 and 365 Days – $250 subscriptions. Subscribers have ALL ACCESS to this and 50+ other live, rebroadcast, and on-demand courses at no extra fee!