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Upcoming Events

Susan Wood 1517001383095-1

The event is sponsored by
pacific life

Annual Meeting & Chapter Luncheon

Susan Wood, JD, CFP®, CRC®

November 18, 2021

11:15am - 1:00pm

Election and Installation 2022 Officers & Directors

Money in Motion: Opportunities and Obstacles for Rollovers

Susan Wood is a Senior Retirement Strategies Consultant with Pacific Life Insurance Company. She brings more than 25 years of industry experience to her role, including experience in planning and wealth management. She has worked in a private planning firm, a joint venture with a trust company, broker-dealer firms and financial services companies. She has provided continuing education to financial and legal professionals.

This program includes 1 hour of continuing education credit for the following:
CFP
CPE
FEMA
Insurance
PACE

Course ID 95511, Course Offering 1149845   

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About the speaker