Tuesday, May 22

Monthly Archives: January, 2018

We are pleased to bestow upon both US and International members the 2018 Ambassador Award. This award identifies those who have selflessly supported the IARFC mission through extraordinary efforts of time, service and dedication. This mission fosters and enhances the growth of the Association for the benefit of the members and the clients they serve by providing a continuing source of information, education and networking. The Association strengthens the financial services profession through adherence to and promotion of ethical behavior by their members and a focus on continuing professional education. The criteria for the Ambassador Award supporting this mission are:…

We explore the topic of “Leaving a Legacy” in the Jan/Feb issue of the Register. Our featured Registered Financial Consultant is J. Christopher Dixon (Chris), RFC® of Black Harbor Wealth Management located in Greenville and Seneca, SC, who relates his journey to a financial professional mainly dealing with clients who wish to address these needs of estate planning. With an initial background in accounting and business, Chris easily transitioned to a full service financial consultant. He attributes the somewhat easy metamorphosis to great mentors who advised him along the way. After selling a successful telecom business, he co-founded with his…

We are excited about the Semi-Finals right around the corner.  Six teams from Bryant University, California State Northridge, University of Illinois, University of North Texas, and Utah Valley University are scheduled to present their financial plans via web conference with the IARFC Board of Directors February 12 and 14.. The Semi-Finalist teams scheduled to explain their financial plans this year include: Victoria Albanese from Bryant University in Smithfield, RI – Mara Derderian Professor;  Bonnie Dang and Ashley Nobel from California State University Northridge in Northridge, CA – Dr. Inga Chira Professor; Jocelyn Li and Presley Fee from University of Illinois in Urbana,…