Look for Fulcrum Partners’ Phil Currie as a featured speaker at next month’s PLANADVISER National Conference. Phil, who heads the Fulcrum Partners offices in Newport Beach, California and in Salt Lake City, Utah, will be part of a two-member panel discussing The Value of Supplementary Plan Options.
The 2019 PLANADVISER National Conference (PANC) will take place September 16-18, at the JW Marriott Grande Lakes in Orlando, Florida. Attending will be retirement planning professionals seeking to learn and network during the three days of presentations, breakout sessions, panel discussions and events.
Launched in 2006, PLANADVISER is the only magazine to address the specific needs and concerns of advisers who specialize in the sale and servicing of institutional retirement plans, including 401(k), 403(b), 457 and defined benefit (DB) plans
To learn more about PANC, go to: Plan Adviser 2019 National Conference.
Securities offered through Lion Street Financial, LLC (LSF) and Valmark Securities, Inc. (VSI), each a member of FINRA and SIPC. Investment advisory services offered through CapAcuity, LLC; Lion Street Advisors, LLC (LSF) and Valmark Advisers, Inc. (VAI), each an SEC registered investment advisor. Please refer to your investment advisory agreement and the Form ADV disclosures provided to you for more information. VAI/VSI, LSF and BDO Alliance USA are non-affiliated entities and separate entities from Fulcrum Partners and CapAcuity, LLC.