
Curry Appointed Chair of FSP Retirement Planning
Section
Newtown Square, PA - Stephanie J. Curry,
CLU, ChFC, CFP, Newport Beach, CA, has been named Chair of the Retirement
Planning Professional Interest Section for the Society of Financial Service
Professionals (FSP). In this position, she is
responsible for enhancing the overall value of the Section for FSP members.
Curry
is Assistant Vice President for Pacific Life Insurance Company where she
oversees the Retirement Resource Group, which assists brokers in individual
case design and conducts continuing education seminars as well as client
informational seminars. Over her 30 years in the industry, which includes
work in sales and as a wholesaler, advanced life consultant, and advanced
annuities consultant, Curry has sold a broad spectrum of financial 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.
A certified continuing education
instructor in all 50 states and former editor of the Retirement Counseling
Section Newsletter for the Society of FSP, Curry delivers presentations,
seminars, and workshops on topics including annuities, retirement income
planning, business continuation, philanthropic planning, and 529 plans.
She holds a bachelor’s degree in psychology from the University of Rhode
Island in addition to her professional designations.
FSP offers its members
nine Professional Interest Sections: Business & Compensation
Planning; Employee Benefits; Estate Planning; Financial Planning; Investment
Management; Leadership and Management; Risk Management: Life, Health, Disability,
Casualty & Liability Insurance; Qualified Plans; and Retirement Counseling.
Participation in one Section is included in membership dues. Each Section
provides a quarterly newsletter, an e-mail list discussion group, online search
capabilities, access to a national directory of members, and access to outlines
from FSP educational events.
Founded in 1928, the Society of Financial Service Professionals is the standard bearer for excellence in professionalism, advanced continuing education, and ethical guidance for the nation's top financial advisers. The Society has approximately 17,000 members, each of whom holds one or more of the following recognized financial service credentials: CASL®, CEBS®, CFA®, CFP®, ChFC®, CLF®, CLU®, CPA, CPC, CTFA, EA, JD, MSFS, MSM, REBC®, RHU®, Graduate Degrees in Financial Services. Active in 170 Chapters nationwide, Society members assist the public in their efforts to achieve personal and business-related financial goals. Consumers can obtain free financial information or find a Society member in their community by calling the Society's toll-free National Consumer Referral Service at 1-888-243-2258 or visiting www.financialpro.org.