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Stephanie Curry, CLU, ChFC, CFP, FLMI

Stephanie Curry, CLU, ChFC, CFP, CRC, is an assistant vice president at Pacific Life, leading the Retirement Resource Group in Pacific Life’s Annuities & Mutual Funds Division, and the Chair of the Retirement Section, Society of FSP. She oversees the area responsible for assisting brokers in individual case design and implementation and for conducting continuing education seminars for insurance, CFP, PACE, and CPE as well as client informational seminars. Stephanie’s 30-plus years of industry experience encompasses a variety of financial positions from individual inside and outside sales, wholesaler, advanced life consultant, and advanced annuities consultant. She has sold a broad spectrum of financial service products including annuities, mutual funds, life insurance, and property/casualty products. Her focus for the past 15+ years has been on charitable giving and retirement planning strategies. Stephanie is chair of the Retirement Sections for the Society of Financial Services Professionals and is on the advisory committee of the National Marine Sanctuary Foundation.     [ Click for More ]


 


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CE101 - General Session: Financial Service Regulation in the Post-2009 World and its Impact on Financial Advisor Practitioners 
Date/Time:
October 8, 2010   7:30am - 9:30am
 
Length:
1 Slide  
 
Format:
 
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CE303 - Annuities: Love 'em or Leave 'em, You Just Can't Outlive Them 
Date/Time:
October 9, 2010   9:45am - 11:45am
 
Length:
76 Slides  
 
Format:
   
  Audio / Slides
 

 
SIB04 - Retirement Counseling 
Date/Time:
October 9, 2010   8:30am - 9:30am
 
Format:
 
  PDF Only
 

 
3 Results Found, Showing 1 - 3