MEC May Meeting - Life Insurance and Annuities in a Changed Planning Environment
Please join us for a live presentation by frequent speaker Steve Parrish, focused on the use of insurance in legacy and longevity planning.
Steve is Professor of Practice and a Scholar in Residence at The American College of Financial Services, where he previously served as Co-Director of the Retirement Income Center. He was also recently an Adjunct Professor of Estate Planning and Interim Director of the Compliance and Risk Management at the Drake University Law School.
With over 45 years’ experience as an attorney and financial planner, 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 contributor for both Forbes.com and Kiplinger.com and is a contributing author to the 2023 e-textbook Retirement Plans and Retirement Planning. He has also recently published in the Journal of Financial Service Professionals (where he is also an Associate Editor), Journal of Financial Planning and Hastings Business Law Journal.
Parrish has served as an expert source for such prominent media outlets as The New York Times, Wall Street Journal, CNBC, InvestmentNews, Money.com, USN&WR, and AARP The Magazine. He has also served as an expert witness. In addition, he is a sought-after speaker with bar associations, estate planning councils and AICPA meetings. He has addressed such financial service organizations as AICPA, NAEPC, Finseca, MDRT, NAIFA, ABA, INC 5000, NAPFA, and Society of Financial Service Professionals.
