SIOUX FALLS ESTATE PLANNING COUNCIL

This event will be offered in person at the Minnehaha Country Club or virtually from your home/office. 

A buffet lunch will be served starting at 11:30 am. The webinar begins at noon.

Registration for in-person attendance will close at 5 pm on Thursday, May 8th. 

About the Program:

In the last few months, many questions have arisen about the viability and future of the Social Security system. This government benefit not only impacts our retirement plans, but also our overall estate planning. Decisions made early about filing can affect the legacy clients are able to provide their heirs.

This presentation will examine how Social Security affects estate planning, both in terms of maximizing income for clients and leaving a legacy of their heirs. It will include information concerning the recent Social Security Fairness Act as well as the current debate over the future of Social Security. 

About the Speaker:

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

Steve Parrish is Professor of Practice and a Scholar in Residence at The American College of Financial Services, where he previously served as Co-Director of the Retirement Income Center.  He was also recently an Adjunct Professor of Estate Planning and Interim Director of the Compliance and Risk Management at the Drake University Law School.

With over 45 years’ experience as an attorney and financial planner, 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 is a contributing author to the 2024 e-textbook Retirement Plans and Retirement Planning. He was the 2023 winner of the Kenneth Black Jr. Journal Author Award and has written for the Journal of Financial Service Professionals (where he also an Associate Editor), Journal of Financial Planning and Hastings Business Law Journal.

Parrish has served as an expert source for such prominent media outlets as The New York Times, Wall Street Journal, CNBC, National Public Radio, InvestmentNews, Money.com, USN&WR, and AARP The Magazine. He has also served as an expert witness. In addition, he is a sought-after speaker for bar associations, estate planning councils and financial service industry meetings.     

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 Law School.  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 and subsequently 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.