Tuesday, August 14

Monthly Archives: December, 2017

Completing an impressive lineup of speakers at the 2018 IARFC Biltmore Conference April 17-19 in Asheville, NC are International leaders Kai Tu Yuan, CEO of the IARFC China Development Team & Taiwan and Dr. Jeffrey Chiew, RFC® IARFC Asia Chair will be on hand to deliver presentations and network with IARFC members. Kai Tu Yuan views the development team as responsible for the RFC® membership in China – thus escalating the professionalism, social status and image of financial services and insurance participants in China. They are responsible for three separate development centers that cover China, Hong Kong & Macau and…

The IARFC will be hosting a two hour Ethics Course during their 2018 conference at the Biltmore Estate Thursday, April 18, 2018 in Asheville, NC. Barry Dayley, CFP®, MRFC and Executive Vice President of Money Concepts Inc. will be teaching the session for anyone needing continuing education credits in this critical area. The title of the program: Ethics for Financial Planners The financial services industry is facing a great deal of scrutiny as is evidenced by the Department of Labor proposed fiduciary regulations. Keeping the best interest of the client first has never been more important, not only to do…

The IARFC has received the plan entries for the National Financial Plan Competition.  The plans will be judged resulting in 6 entries that will be tagged for the semi-finals – a GoToMeeting electronic presentation the 12 and 14th of February. The entries came from across the US: The University of North Texas East Tennessee State University Bowling Green State University University of Illinois Bryant University Western Carolina Universit, California State-Northridge Utah Valley University From the 6 presenters in the semi-finals, 3 finalists will be chosen. The team or individual along with their professor will be flown to Asheville, NC to…