January Dinner Meeting

Date: Tuesday, January 21, 2025
Time: 5:30pm - 7:30pm
Location: Woodfield Country Club, 17751 Boca Club Blvd, Boca Raton, FL 33487
Speaker: Steve Parrish

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Steve Parrish, JD, RICP, CLU, CHFC, AEP

 

 

Will Present

Current and Timely Uses of Life Insurance in Estate Planning

 

About Steve Parrish

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.

Drawing on more than 45 years’ experience with companies such as The Principal Financial Group, Amerus Life Insurance Company, and his own advisory firm, Parrish is a recognized industry authority, spokesperson, and author. He continues to serve as an ongoing contributor for both Forbes.com and Kiplinger.com and is a contributing author to the 2023 e-textbook Retirement Plans and Retirement Planning.

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.

 

 
               

 

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