New Horizons in Estate Planning

New Horizons in Estate Planning

Overall Rating: 4.9 / 5

New Horizons in Estate Planning - Steve Parrish
Authorize.Net

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.

This on-demand webinar is a recording of a recent live webinar. Check our WEEKLY REBROADCAST SCHEDULE where there is no need to take the online quiz to receive CE. You may also take this on-demand course any time for 1 hr CFP®, CRC®, and other Continuing Education Credit when you pass the online quiz.

Your presenter is Steve Parrish, JD, RICP®, ChFC®, CLU®, RHU®, AEP®, Retirement and Estate Planning Expert.

Steve Parrish, JD, RICP, CLU, ChFC, AEP, Retirement and Estate Planning Expert

 

Meet Steve Parrish, JD, RICP, CLU, ChFC, AEP, Retirement and Estate Planning Expert

Retirement planning experience

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.

Retirement planning thought leadership and expertise

Steve 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. 

Invest in Your Retirement Expertise.

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

We are a CE Quality Partner of the CFP Board of Standards and the professional development partner of the International Foundation for Retirement Education (InFRE).

We will report your CFP® and/or CRC® credit (no additional reporting fee). Please add your ID at checkout. You are responsible for reporting all other certification CE credit.

Over 50 courses are accepted for continuing education (CE) credit for those who have earned the Certified Financial Planner® (CFP®) certification, the International Foundation for Retirement Education’s (InFRE) Certified Retirement Counselor® (CRC®) certification, the College for Financial Planning’s Chartered Retirement Plan Consultant (CRPC) certification, the American College’s designations (ChFC, CLU, RICP), Retirement Management Analyst designation (RMA), ASPPA and other certification or designations.

CFP BOARD - CE Quality Partner - Retirement Resource Center

Do you need more than three hours of CE?

Then become a Subscriber!  Just notify us that you want to become a subscriber within 10 days of course purchase to apply the cost of your individual cost to a new subscription.

Not familiar with on-demand courses?
We help you be sure you’re comfortable navigating our on-demand system. Just contact customer service by email anytime or by phone at 847.686.0440 x105 during eastern time regular business hours.

Your satisfaction is guaranteed. We know you will be pleased with your purchase of any of our courses or subscription products. If, however, you are not completely satisfied, just notify us within 30 days of your purchase to receive a full refund of your fee.

Leave a Comment (0) ↓