The Greater Boca Raton Estate Planning Council
Speaker Dinner Meeting

SPEAKER
Steve Parrish, JD, RICP, CLU, CHFC, AEP
Estate Planning and Retirement Income Expert

TOPIC
“Current and Timely Uses of Life Insurance in Estate Planning”

Steve Parrish, JD, RICP®, CLU®, ChFC®, AEP®, is Professor of Practice and a Scholar in Residence at the Cary M. Maguire Center for Ethics in Financial Services, where he also serves as an adjunct professor of advanced planning.  He joined the College in 2015, previously serving on the faculty of Drake University Law school where he was an adjunct professor of estate planning and interim director of the Compliance and Risk Management Department. 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, having addressed such financial service organizations as MDRT, AICPA, Finseca, NAIFA, ABA, INC 5000, and Society of Financial Service Professionals. Parrish received his BA, Cum Laude, from Saint Olaf College and his Juris Doctor degree from the William Mitchell College of Law.

***Please register before January 14th to secure your seat, thank you!***              

This event is generously sponsored by:

Gold Sponsor

Cocktail Hour Sponsor

Entree Choices

Chicken Marsala
Torchio Pasta, Asparagus, Roasted Tomato, Cippolini Onion
Wild Mushrooms Marsala Wine Pan Sauce

 Melted Leek Crust Salmon
French Beans Almondine, Roasted Fingerling Potatoes
Tomato & Artichoke Vierge, Lemon Tarragon Beurre Blanc

Sterling Silver Skirt Steak
Creamed Spinach Skillet, Truffle Parmesan Steak Fries
Crispy Onions, Cabernet Wine Jus

Vege – Campanelle
House Made Pasta, Asparagus Tips Roasted Cauliflower
Wild Mushrooms, Spinach, Alla Vodka Sauce