BEPC's NAEPC Webinar Viewing Party: Snowbirding: Living in More than one Location in Retirement
About the Program
Many prospective retirees hope to own two residences during their retirement. Whether because of weather, family, or adventure, they look forward to breaking up each year by living in two or more locations. They want to be “snowbirds”.
There are a number of tax and financial considerations that must be addressed in order to make this retirement arrangement work, from equity financing to establishing legal domicile, and from managing household expenses to multi-jurisdiction estate planning. This presentation examines the key financial considerations to address as part of owning multiple residences in retirement.
About the 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 40 years’ experience as an attorney and financial planner, Parrish frequently addresses the financial challenges of individuals, business owners and executives nationwide.
Continuing Education
Continuing education credit is available at most webinars for Accredited Estate Planner® designees. In addition, a general certificate of completion will be made available for those professionals who feel the program satisfies their continuing education requirements and are able to self-file. It is the responsibility of the attendee to determine whether their state, discipline, or designation will allow one to self-file for a distance-learning program. Please contact webinars@naepc.org prior to attending your first program if you have any questions with regard to the availabililty of credit.
Zoom Link
https://us02web.zoom.us/j/82715775458?pwd=aUkxMTQwb3ZyYThuR2lFTlpxaWZNZz09
Meeting ID: 827 1577 5458
Passcode: 837533
