As our clients prepare for retirement, many dream of splitting their time among residences. Because of weather, family, or wanderlust, they want to spend their retirement years in more than one locale. The challenge is making “snowbirding” a reality from a legal and financial standpoint. Clients need help in spotting the issues, budgeting for the added expense, and building snowbirding into their retirement plans. This webinar will help advisors better understand the financial challenges, the legal peculiarities, and the many solutions that are available. By knowing the questions to ask and offering ideas that work, the advisor can help clients move this retirement goal from a mere dream to a doable reality.

In “Snowbirding” by Steve Parrish, you will:

1. Learn what drives retirees to want to live in more than one location – to “snowbird”.
2. Gain an understanding of the financial, legal, budgeting and tax issues that can derail a client’s plans.
3. Discover financial solutions that help finance and maintain the ownership of more than residence.
4. Better understand how to work with retired clients who spend their time in more than one location.

Meet Steve Parrish, JD, RICP, CLU, ChFC, AEP
Retirement and Estate Planning Speaker

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. He was also recently an Adjunct Professor of Estate Planning and Interim Director of the Compliance and Risk Management at Drake University Law School. With over 45 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.