Steve Parrish

Steve Parrish

JD, RICP®, CLU®, ChFC®, AEP®

Adjunct Professor Steve Parrish

Adjunct Professor of Advanced Planning

Co-Director of the American College 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 the Co-Director of the Center for Retirement Income at The American College of Financial Services, where he also serves as an Adjunct Professor of Advanced Planning. With over 40 years’ experience as an attorney and financial planner, Parrish frequently addresses the financial challenges of individuals, business owners, and executives nationwide. 

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 Kiplinger.com

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 with bar associations, estate planning councils, and AICPA meetings.  He has addressed such financial service organizations as MDRT, AICPA, Finseca, NAIFA, ABA, INC 5000, and Society of Financial Service Professionals.  Parrish also addresses numerous business organizations nationwide and has served as an expert witness. 

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.  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 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.

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