Summer School Episode 4: The “Couple Dynamic” of Financial Planning

Stephen Parnell   |  Tue Jul 26 10:15:00 EDT 2016

Stephen Parnell

Stephen Parnell  

Director, Strategic Markets

Stephen Parnell is a director of strategic markets for Hartford Funds. In this role, he presents timely and relevant content for the benefit of financial firms, advisors, and their clients, and works with the Massachusetts Institute of Technology AgeLab to build awareness and knowledge of aging and retirement challenges and life planning strategies.

Stephen originally joined the company in 2005, and rejoined the company in 2016. Prior to rejoining, he acted as retirement plan specialist and managing director for Parnell Retirement Plan Consulting. In his former position, Stephen worked with plan sponsors to help them better understand trends in qualified and non-qualified plans. With more than 30 years of experience in the industry, his expertise and focus included retirement plan design, IRS/DOL compliance solutions, participant/employee education, and distribution strategies.

Stephen has been a speaker and panelist at numerous regional and national events and conferences. He has conducted several hundred continuing professional education courses, as well as nationally televised education through National Registry of CPE Sponsors offered by National Association of State Boards of Accountancy.

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