Integrating Estate Planning into Retirement Planning
Cosponsored by Society of FSP and American Academy of Attorney-CPAs
Financial and societal shifts in planning (including estate tax changes and demographic trends) have caused estate planning to be a part more and more of the overall retirement planning process. This session explores the reasons for this shift and its exceptions, and then offers tangible ways professional advisors can integrate estate planning into retirement planning for their clients.
The impact of the recently passed SECURE Act on your client's retirement plans will also be addressed.
- Learn about the shifts that are causing estate planning to become a part of the overall retirement planning process
- Consider the ramifications and challenges of these trends to professional advisors from a planning standpoint
- Hear about tangible tools and techniques to integrate estate planning into the retirement planning process
Steve Parrish, JD, RICP, CLU, ChFC, AEP 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 40 years’ experience as an attorney and financial planner, Parrish frequently addresses the 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 both Forbes.com and the Journal of Financial Service Professionals. 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 Service 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.
1 CFP® credit, 1 CPE (accounting) credit, and 1 Professional Recertification (formerly PACE) credit have been approved.
$5.00 fee per credit.
You must participate in the live webinar in order to earn CE credits. For those requesting credits, a certificate of completion will be emailed to you about a week after the webinar, upon successful completion of the webinar. For CFP® credit, FSP will report your credit to the CFP Board for you after the webinar.
Registration Fee (includes live webinar, PowerPoint, and access to the archived program)
|Prof. Recertification Credit/PACE Credit:
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- Register online by selecting the "Register" button above.
- Call FSP Member Services department at 800-392-6900, Monday–Friday, 9:00 a.m. – 4:00 p.m. ET
- Refund Policy
Upon registration, you will receive instructions via e-mail on how to participate in the program. The e-mail will also include instructions for downloading the PowerPoint presentation.
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This program will be recorded and archived and the link to the recording will be emailed to all registrants about a week after the webinar.
Can't attend the live webinar? Register anyway and you will automatically be sent the link to the recording.
The recording will also be accessible by all FSP members in the Member Resources area of the Website within 24 hours of the webinar.
The recording will include both the audio portion and PowerPoint slides.