Retirement Planning | Insights
Regulation Meets Recession Meets Reality: Best Practices for Advisors in Uncharted Waters
Steve Parrish, JD, RICP®, CLU®, ChFC®, AEP®, adjunct professor of advanced planning at The College and co-director of the American College Center for Retirement Income, is joined by James “Jim” Christian, CLU®, ChFC®,, RICP®, president of an independent financial planning practice in Lakeville, Minnesota, to discuss best practices for navigating uncertain times coupled with new and pending regulations, including SEC Reg BI.
March 17, 2020
March 17, 2020
Retirement Planning | Insights
Removing the Irrevocable Life Insurance Trust as the Default in Estate Planning
February 21, 2020