Integrating Estate Planning Into Post COVID Retirement Planning

Wednesday, May 26, 2021

In this webcast, College faculty members Steve Parrish, Co-Director of The American College Center for Retirement Income, Sophia Duffy, Assistant Vice President and Director of Regulatory Compliance, Mark McLennon, Adjunct Professor of Business Planning, and James Karthaus, Adjunct Professor at The College, hold a conversation on how COVID-19 has changed perception and planning strategies for those working in estate planning, including tax and regulatory changes, shifts in Americans’ financial behaviors, coordinating retirement and estate planning, and more.

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