Sunday, October 17

Yearly Archives: 2015

Registration has closed for the 2016 National Financial Plan Competition.  Thirty-nine undergrads representing 8 universities have signed on to interpret case scenario details of a fictional family and craft a financial plan geared toward achieving the family’s goal of experienced consultants.  Those universities participating are: San Diego State University, Adjunct Faculty Stephen Nielander, San Diego, CA; Louisiana State University, Professor Frances C. Lawrence, Baton Rouge, LA; University of North Texas, Adjunct Finance Professor David Ragan, Denton, TX; Clarion University of PA, Professor Jeff Eicher, Clarion, PA; Bryant University, Lecturer Mara Derderian, Smithfield, RI; Bowling Green State University, Instructor J. Michael…

From the IARFC Chairman – Steve Bailey As we go into the closing months of 2015 and my first year of Chairman of the IARFC, I would like to impress upon our members what the IARFC is about and what we aim to achieve. We are in the membership business – and no other.  Our true strengths are the relationships we promote, the training we offer and the tools we develop for the Financial Consultants and their brand. We are an educational association – and I mean total education not just book education. Our members can mix and mingle with…

2-For-1 New Bookings Save up to $3000 per couple on Veranda cabins – offer expires October 31, 2015. Rhine Getaway – July 16-23, 2016 Visit all the highlights of the legendary Rhine River on this 8-day cruise, July 16-23, 2016. View the many charming castles that command the riverbanks as you sail through Germany.  Experience the lush landscape of the Black Forest region, explore Holland’s famous windmills and waterworks and take part in the inviting nightlife in Rudesheim’s Drosselgasse. Six guided tours through four countries included.   Visit Viking River Cruises The CE @ SEA conference will be held prior to…

Get Best Ideas and Strategies from Today’s Top Business Books in Minutes The IARFC has partnered with The Business Source to offer concise summaries of books you need to read. Each month learn best practices and gain powerful insights from leading-edge thinkers, industry experts and world renowned business gurus. Special Pricing And best of all, we’ve arranged a special price exclusively for IARFC members – over 70% off the regular price! Click here to see a preview: The Business Source – Overview Watch your email inbox beginning October 27th for details.

Five Star Professional joins forces with city and regional magazines to make research results available to consumers and promote Five Star-designated professionals in more than 45 markets across the United States. In the October 2015 issue of Cincinnati magazine, Roger Ford, RFC® of Conservative Financial Solutions located in Harrison, OH is pictured in the publication’s section dedicated to 2015 Cincinnati Five Star Wealth Managers. A three year recipient of the award, Roger does not take his responsibility as a financial advisor lightly. “I work to protect and preserve my client’s nest egg which represents their blood, sweat and tears.  In…

From the IARFC Chairman – Steve Bailey Election News – Both Boards! I try to keep most things simple but sometimes I need a score card readily within reach to be reminded of the players and on whose team they are playing. As you know, the IARFC has two Boards — the IARFC Board of Directors and the recently created MRFC Certification Board. Here are updates for both of them. In July, members voted for a replacement on the MRFC Board. Congratulations to newly elected Justin Martin who brings a wide range of financial knowledge with him. The MRFC Certification…

The IARFC has just released the fourth issue of the Journal of Personal Finance by Co-Editors Wade Pfau and Joe Tomlinson. The Fall Volume 14, Issue 2 contains six articles. Topics explored are: financial sophistication in retirement preparedness, subjective assessment of financial wellbeing, factors related to making investment mistakes in a down market, evaluation of four retirement spending models, simplifying RIA oversight and financial planning research needs. Contributors to this edition include: Kyoung Tae Kim, Ph.D., Sherman D. Hanna, Ph.D., Steven A. Sass, Ph.D., Anek Balbase, M.P.A., Thomas Cooperrider, Jorge D. Ramos-Mercado, Shan Lei, Ph.D., Rui Yao, Ph.D., CFP™, James…

The IARFC has available reasonably priced documents for use during your initial client engagement meeting.  The package includes 7 certificates to present to individual or business prospects when engaging them as potential clients: Code of Ethics – signed certificate that the consultant will abide with ethical principals Non Disclosure Commitment – signed agreement to insure client confidentiality and privacy Fee Schedule – sample fee schedule form Financial Plan Assurance – signed assurance to provide superior personal financial planning and service Financial Engagement Agreement – signed agreement engaging financial consultant and asking for the planning fee Financial Plan Acceptance – signed…

Call for Entries The IARFC is excited to announce that the 2016 National Financial Plan Competition is now accepting registrations for the 2016 competition.    Invitations have gone out to professors encouraging them to promote the competition to students in their Financial Services Curriculum. Venue – Charlotte Motor Speedway With such positive feedback from students and professionals regarding the venue in 2015, we are returning to Charlotte Motor Speedway and HB Financial to again host the 2016 event.  The event will cover two days – the first being a workshop presentation and the second the actual competition. New Corporate Sponsor Thanks to LD Lowe Wealth…

2016 – IARFC Plans Viking River Cruise Rhine Getaway! Exciting News!  The IARFC annual cruise/CE@SEA scheduled July 16-23, 2016 will be an 8 day sojourn down the Rhine River complete with 6 guided tours through 4 countries. Experience the lush landscape of the Black Forest region, explore Holland’s famous windmills and waterworks and take part in the inviting nightlife in Rudesheim’s Drosselgasse. Vistas of charming castles command the riverbanks as the ship sails through Germany. This cruise will delight the adventurer and relax the restless. Passengers sail aboard one of the newest ships in the fleet of Viking River Cruises…