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Webcast: Retirement
Asset Location

Presented Live from the FSP Institute

Tuesday, February 12, 2019
4 p.m. ET
Free Registration
CE Credit Available

Often the challenge for retirement income planning is not just how to allocate assets, but where to locate them. Steve Parrish, Director of The American College New York Life Center for Retirement Income and special guest speakers will come together to address:

  • Tax and IRA stretch challenges of trusts as beneficiaries
  • Timing the conversion from a traditional IRA to a Roth IRA
  • Product strategies to improve the probability of retirement success
  • When to use annuities to generate lifetime income

Join us on February 12, 2019 to learn how you can help your clients plan for 2019.

Learning Objectives:

Learn how traditional IRAs can be strategically moved to Roth IRAs
Appreciate the opportunities and challenges of having trusts as the beneficiaries of qualified money
Discover new research on consumer attitudes toward annuities
Understand how QLACs can improve the possibility of a successful retirement
CE Credit Available:
  • CFP® CE credit - 1 hour
  • American College Professional Recertification Program CE credit - 1 hour

To receive CE credit for attending this webcast, you must be logged in on-time and be actively participating for the full duration of the webcast.

CFP® professionals must have their CFP® ID number ready during the webcast to meet participation requirements. 


Presented By:

Steve Parrish
Steve Parrish, JD, RICP®, CLU®, ChFC®, RHU®, AEP®

Director of The American College New York Life Center for Retirement Income

Bruce Steiner

Bruce Steiner, JD, LLM

Attorney at Kleinberg, Kaplan, Wolff, and Cohen, P.C.

Mike McGlothlin

Mike McGlothlin, ChFC®, CLU®, CFP®

Executive Vice President at Ash Brokerage