Fulcrum Partners Managing Director Phil Currie Speaking at PLANADVISER National Conference

Share this Post

PONTE VEDRA BEACH, FL — (September 12, 2019) Fulcrum Partners Managing Director Phil L. Currie Jr. will be a featured speaker at the 2019 PLANADVISER  National Conference (PANC 2019). The event will be held September 16 -18, 2019 at the JW Marriott Grande Lakes in Orlando, Florida. Designed exclusively for retirement plan advisers and consultants, the conference will attract elite members of the retirement planning profession from across the US.

Phil Currie Fulcrum Partners

Phil Currie Managing Director Fulcrum Partners


Scheduled to present on Tuesday, September 17, 2019 on “The Value of Supplementary Plan Options,”  Phil Currie will discuss ways  retirement advisers and consultants can help their clients attract, retain and reward the key employees and executives who drive the success of their business, while helping those employees better save for retirement. Joining Phil in discussing the topic will be Jeff Roberts, Regional Channel Manager, ADP.

“Retirement advisers,” explained Phil, “are increasingly looking at adding supplementary plan options to their practice using cash balance, nonqualified deferred compensation and employee stock ownership plans (ESOPs) as ways to increase leads and drive deeper wallet share. During our presentation, we’ll be discussing how advisers can integrate supplementary savings plans to help grow their practice while at the same time delivering additional value to their existing clients. We’ll also focus on how to identify prospective opportunities.”

For more than 25 years, Phil Currie has consulted in the employee and executive benefits field. His expertise includes designing executive benefit programs that align plan design features with corporate objectives and implementing employee benefit cost take out strategies. Phil serves a regional and nationwide clientele while heading the Fulcrum Partners offices in Newport Beach, California and in Salt Lake City, Utah.

About Fulcrum Partners:

Fulcrum Partners ( With a team of experienced industry professionals who serve with diverse skill sets, targeted experience and in-depth expertise in executive compensation and benefits consulting, the financial professionals at Fulcrum Partners focus on an integrated approach to the design, financing and plan administration of executive benefits programs. Fulcrum Partners LLC was established as a wholly independent, member-owned firm dedicated to helping organizations enhance their Total Rewards Strategy. Founded in 2007, today the company has offices in Atlanta, Georgia; Chicago, Illinois; Charleston, South Carolina; Columbus and Cleveland, Ohio; Delray Beach, Orlando and Ponte Vedra Beach, Florida; Honolulu, Hawaii; Los Angeles and Newport Beach, California; Portland, Oregon; Salt Lake City, Utah and Washington D.C. Learn more about the Fulcrum Partners Team at

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 Lion Street Advisors, LLC (LSA) 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 and LSF/LSA are non-affiliated entities and separate entities from OneDigital and Fulcrum Partners.

Unless otherwise noted, VAI/VSI, LSF/LSA are not affiliated, associated, authorized, endorsed by, or in any way officially connected with any other company, agency or government agency identified or referenced in this document.

Lion Street Advisors // Lion Street Financial

CONTACT: Steve Broadbent

Share this Post