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From SECURE to Corona to CARES: What Six Months Has Done to Retirement Planning

Abstract: There have been some dizzying developments in estate planning over the past six months. This program will look at those in two 1 hr courses: "New Horizons in Estate and Distribution Planning" and "From SECURE to Corona to CARES: What Six Months Has Done to Retirement Planning." The first topic will cover how higher estate tax exemptions and the SECURE Act call for new ideas in estate and retirement distribution planning. The second topic will explore how the Covid-19 disruption necessitates careful planning for clients affected by the CARES Act. 

This Program will take place via zoom - login instructions will be provided in a subsequent email.

Applied for two 1-hour courses for: NC CIE, CFP, NC CPE, NC CLE

0745 Announcements
0800 Program begins

Speaker: Steve Parrish, JD, RICP®, CLU®, ChFC®, RHU®, AEP®.

Steve Parrish is Adjunct Professor of Advanced Planning at The American College of Financial Services, teaching in the CLU® and RICP® programs. Today, Parrish is the Co-Director of the New York Life Center for Retirement Income. He is also a contributor to the WMCP®, MSFS, and ChFC® programs. In addition to his role at The College, Parrish is an Adjunct Professor at Drake University Law School, where he teaches estate planning. 

Parrish is an expert in estate and financial planning, with a specialty in business owner issues. He is a recognized industry authority, spokesperson and author, including as an on-going contributor 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, HR Magazine, and the Journal of Financial Planning. Parrish 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, and Society of Financial Service Professionals.

May 2020 Meeting Handout

May 2020 Meeting Handout 2


When:
Tuesday, May 19, 2020, 7:45 AM until 10:00 AM
Where:
Zoom Meeting
Look for connection info in reminder email
Additional Info:
Event Contact(s):
Gregg Schlaudecker
Category:
Membership Meetings
Registration is required
Payment In Full In Advance Only
No Fee
No Fee