March 2020 Dinner Meeting
New Horizons in Estate Planning presented by Steve Parrish, JD, RICP®, ChFC®, CLU®, RHU®, AEP® & Adjunct Professor, The American College & Drake Univ Law School
Steve Parrish is the Director of the New York Life Center for Retirement Income at The American College, where he also serves as an Adjunct Professor. He is also a Program Director and Adjunct Professor at Drake University Law School. With 40 years’ experience as an attorney and financial planner, Parrish frequently addresses the challenges of business owners and executives nationwide. Parrish is an expert on business owner estate and financial planning, including buy/sell agreements and exit planning as well as executive compensation. 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, HR Magazine, and the Journal of Financial Planning. 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, Association for Advanced Life Underwriting, and Society of Financial Service Professionals. Parrish also addresses numerous business organizations nationwide. Parrish was employed at The Principal Financial Group from February 1997 until June, 2015, and began teaching at Drake University in 2015. 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 and agent 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.