A big NAIFAProud thank you to Steve Parrish, JD, RICP®, ChFC®, CLU®, RHU®, AEP®, Professor of Practice and Scholar in Residence at The American College of Financial Services, for sharing his deep expertise with the NAIFA Minnesota Chapter on May 1st.

His presentation, "The Latest in Retirement Planning: Before, At and During," offered a comprehensive and practical look at today’s retirement planning landscape. From the impact of the SECURE Acts to optimizing asset location and preparing for the decumulation phase, Steve highlighted both the opportunities and risks our clients face—and how we as advisors can guide them with holistic, goal-focused strategies.

Key takeaway: Retirement planning today is more than building wealth—it’s about helping clients transition through retirement with clarity, confidence, and purpose.

Pictured with Steve at the May 1 meeting at Midland Hills: NAIFA – MN Vice President Lori Gubash, FIC, CLTC.

Interested in benefiting from NAIFA education and networking? Come meet members and sponsors at our June 5^th TopGolf Social 4-6PM. Details & Registration link: https://members.naifa-mn.org/ap/Events/Register/lzFZVDGUjC5Cw