Friday, December 15

Monthly Archives: September, 2017

You have fulfilled all the requirements for your recent designation – (MRFC, RFC, RFA). Congratulations on your success. Now, are you getting the proper leverage out of your achievement? If you answer NO to any of these questions below, take action to turn the No into a Yes IMMEDIATELY: Have you updated your profile on the IARFC website? Have you updated your own company website to reflect your new designation status? For example, if you are now an MRFC, remove the RFC designation. Do your hard copy handouts (letterhead, business cards, brochures etc.) have the designation after your name? -…

We are looking forward to the keynote presentation by Ric Edelman, RFC® of Edelman Financial Services at the 2018 IARFC Biltmore Conference in Asheville, NC next April. As a Loren Dunton Memorial Award winner, Ric will also be presenting one of the profession’s most prestigious award to the 2018 honored recipient. With his major role in the banquet festivities, the IARFC acknowledges Edelman as an acclaimed financial consultant, best-selling author, award winning host of radio and TV shows, an entertaining and informative educator and a giving community philanthropist. Additional two day conference highlights includes CE presentations, the final, in-person judging…

Fall Issue The Fall Issue of the Journal of Personal Finance is now available from the International Association of Registered Financial Consultants (IARFC). Six articles are included in Volume 16, Issue 2: Do Self-Control Measures Affect Saving Behavior? What’s Your Risk Appetite? Helping Financial Advisors Better Serve Clients (by Quantifying Kehneman-Tversky’s Value Function) Life Quality and Health Costs in Late Retirement The Impact of Product Knowledge and Quality of Care on Long-Term Care Insurance Demand: Evidence from the HRS Why a QLAC in an IRA Is a Terrible Way to Defer the Required Minimum Distribution (RMS) Obligation Is Deferring Social…

The deadline for registration has passed and we are happy to welcome the following universities as participants in the 2018 National Financial Plan Competition. Bowling Green University – Bowling Green, OH2016 National Financial Plan Finalists Bryant University – Smithfield, RI California State Northridge – Northridge, CA Clarion University – Clarion, PA East Tennessee State University – Johnson City, TN University of North Texas – Denton, TX University of North Florida – Jacksonville, FL Utah Valley University – Orem, UT Virginia Commonwealth University School of Business – Richmond, VA Western Carolina University – Cullowhee, NC These Universities represent a potential of…