Saturday, December 16

Monthly Archives: May, 2017

https://vimeo.com/213720860 Registration for the 2018 National Financial Plan Competition is open! The IARFC extends its invitation to professors and their undergraduate students enrolled in Financial Services curriculum to participate in the production of a comprehensive personal financial plan based on uniform sample data provided. “Education is the underlying factor in our competition,” advises IARFC Chairman H. Stephen Bailey, RFC®. “Students need to understand how to present to a real client, in the real world with a real case scenario. Developing a financial plan is the core of what we do.” The competition allows for extensive learning opportunities. Individual students or…

2017 Loren Dunton Memorial Award H. Stephen Bailey RFC, Chairman of the IARFC presented the annual Dunton award to Ric Edelman April 24th during the recent Edelman’s Family and Friends event held at the Hilton McClean Tysons Corner in McClean, VA. Ric received the Dunton Award as an individual who has made a substantial contribution to the financial services profession and/or financial interests of the public. For 30 years, Ric Edelman has worked to teach everyday people about personal finance. He’s widely regarded as one of the top advisors in the advisory field, having been named in 2016 among the…