Steve Parrish

Steve Parrish

JD, RICP®, CLU®, ChFC®, RHU®, AEP®

Adjunct Professor Steve Parrish

Adjunct Professor of Advanced Planning

Co-Director of the New York Life Center for Retirement Income

Areas of Expertise:

Business Planning, Compliance, Estate Planning, Executive Compensation, Life Insurance, Life Insurance Law, Life Insurance Planning, Life Insurance Practices, Nonprofit Management, Philanthropy, Retirement Planning, Social Security, Wealth Management

BA, St. Olaf College
JD, William Mitchell College of Law

About

Steve Parrish is an Adjunct Professor of Advanced Planning at The American College of Financial Services, teaching in the CLU® and RICP® programs. Parrish is also the Co-Director of the New York Life Center for Retirement Income. He is a contributor to the WMCP®, MSFS, and ChFC® programs. In addition to his role at The College, Parrish is an Adjunct Professor at Drake University Law School, where he teaches estate planning. 

Parrish is an expert in estate and financial planning, with a specialty in business owner issues. He is a recognized industry authority, spokesperson and author, including as an on-going contributor for both Forbes and the Journal of Financial Service Professionals.

Parrish has served as an expert source for such prominent media outlets as InvestmentNews, MarketWatch, The Wall Street Journal Radio, HR Magazine, and the Journal of Financial Planning. Parrish 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.

Courses

HS 330 Fundamentals of Estate Planning

HS 331 Planning for the Business Owner and Professional

HS 353 Retirement Income Process, Strategies and Solutions

HS 354 Sources of Retirement Income

HS 355 Managing the Retirement Income Plan