Events - Event View

Program #1: Diminished Decision-making Capacity 

Presented By:   STEVE PARRISH, JD, RICP^©,CLU^©, ChFC^©,AEP^©

DESCRIPTION: This session covers how financial advisors can help clients with their concerns over cognitive decline. This includes identifying and defining diminished capacity, how to build contingencies into retirement and estate planning, and steps to consider if and when those contingencies occur.

YOU WILL LEARN:

1. why this area of planning is important for financial advisors to understand, both in terms of planning and liability

2. the basic documents that can be created in advance to address cognitive decline

3. procedures advisors can (and sometimes must) take in dealing with clients with diminished capacity

Program #2: Advising Clients on Homeowner's Insurance

STEVE PARRISH, JD, RICP^©,CLU^©, ChFC^©,AEP^©:



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 contributor for both Forbes.com and Kiplinger.com.

Parrish has served as an expert source for such prominent media outlets as InvestmentNews, Money.com, CNBC, MarketWatch, Wall Street Journal, 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. 

Parrish was employed at The Principal Financial Group from February 1997 until June, 2015 when he began his academic career with The American College and Drake University.  Prior to that, he served as vice president, marketing services for Amerus Life Insurance Company. He began his career as an attorney and advanced sales director in Minneapolis. He became a financial planner in Atlanta, where he was a co-owner of Walker Parrish Financial Group. Steve received his B.A., Cum Laude, from Saint Olaf College and his Juris Doctor degree from the William Mitchell College of Law.

Rodney Jonas, CPRIA


Rodney is  a consultant with over 40 years of work experience & knowledge combined with expertise in Personal Insurance Risk Management. Marsh McLennan MMA ~ Private Client provides personal attention for consultation, evaluation, account management, claims, and policy service.

Risk management assessment provides a comprehensive review of each insurance policy's forms, limits, exclusions, potential gaps in coverage, policy endorsements, and various other related risk modeling options.

~ Personal Insurance
Represent the major insurance carriers for home, property, auto, collections, umbrella liability, and various specialized products.
~ Individual Life/DI/LTC/Specialty for Executive, Key-Person, & Buy-Sell
Represent the major insurance carriers for individual life insurance, disability (individual income & buyout), long term care, and specialty risk options

Specialty Insurance Markets
~Travel
~Accident
~Global Medical
~Event/Wedding
~Farm
~Family Kidnap & Ransom
~Domestic Help Wkr.Comp./E&O
~Group Excess Liability Executive Risk solutions for high-limit group excess/umbrella liability
~Various other specialty insurance