Snowbirding: Living in More than One Location in Retirement

Speaker: Stephen B. Parrish, JD, RICP®, CLU®, ChFC®, AEP®
Date: Wednesday, September 11, 2024, 3:00pm - 4:00pm ET

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.

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Registration Fees

Yearly Subscription

The yearly subscription offers a substantial discount to attend all of the programs during the calendar year! After completing the registration you will be emailed a discount code that can be used to register for the programs you wish to attend. (Please allow up to a week for processing.) Prices start at $280. See complete information and registration form.

Single Webinar Registration Fees

• $40 / Accredited Estate Planner® designee or Junior/Student
• $60 / member of an affiliated local estate planning council or at-large member of NAEPC
• $100 / individual non-member  
• $250 / council meeting or group gathering