May 15, 2025

8:15 - 9:30 AM

Join us on Thursday, May 15th for Bites and Insights as we welcome Steve Parrish, JD, RICP, CLU, ChFC, AEP, and his presentation, "Merging Estate Planning into the Retirement Income Process".

We will explore the critical intersection of estate planning and retirement income strategies, emphasizing how financial professionals can integrate both disciplines to create holistic retirement plans. Participants will gain insights into optimizing asset location, leveraging government benefits, and addressing legacy concerns. By understanding the evolving landscape, including new trends like Monte Carlo simulations and AI-driven planning, advisors will be better equipped to guide clients through a financially secure retirement while considering their estate planning goals.

Insurance Continuing Education and CFP credits are pending for 1 hour of credit.

Free for members
$25 for Non-Members

The Country Club of Sioux Falls
3400 W 22nd St
Sioux Falls, SD 57105