Saturday, December 16

Monthly Archives: July, 2017

The IARFC is extending its invitation to University professors to register their undergraduate teams to participate in the 2018 National Financial Plan with a production of a comprehensive personal financial plan based on uniform sample data provided. The Competition allows for extensive learning opportunities for the students.  These include: developing a personal financial plan following submission guidelines, as a semi-finalist presenting the plan via webinar and finally as a finalist presenting their plans live in front of experienced financial professionals – a realistic career experience. In 2018, the Finals will be held at the Biltmore Estate in Asheville, NC as…

The International Association of Registered Financial Consultants (IARFC) Board of Directors proudly recognize the outstanding financial service rendered by Money Concepts to the public and to their own family of consultants. An Official Proclamation was presented to President and CEO Denis Walsh, RFC® by IARFC Chairman H. Stephen Bailey, MRFC during Money Concepts’ Financial Planning Congress awards banquet recently held in Charleston, SC. Founded in 1979, Money Concepts has consistently delivered professional services fulfilling the standards of education, examination, experience, ethics, conduct, licensing and continuing professional education that is a requirement for designations from the IARFC. They hold in high…

The IARFC is winding up a 4 day conference in Charleston, SC as an exhibitor at the Money Concepts Financial Planning Congress. Meeting with RFCs and making new friends has been the focus as the IARFC team is out in full force. Present to represent the IARFC – Chairman H. Stephen Bailey, MRFC, and IARFC home office staff members Wendy Kennedy and Susan Cappa. “Networking at the Money Concepts Financial Planning Congress in Charleston, SC keeps me in touch with financial professionals from all over the country,” commented H. Stephen Bailey, MRFC and IARFC Chairman.  “It was great to meet…

Our cover interview in the July/August issue of the Register acquaints us with Ron Pullman RFC®, of Pullman Financial Corporation – a multi-faceted individual who has been serving clients for over 25 years. Strip away the corporate financial consultant layers and Ron Pullman’s alter ego – the musician, songwriter and performer can be found. Ron started in the insurance industry by learning everything possible about his craft. He credits many mentors along the way specifically his father Bill Pullman. According to Ron, his father who died when Ron was in his early 20s, left him with a lifetime of knowledge…