Tuesday, July 23

Yearly Archives: 2018

We are proud to announce the 6 teams that will be moving on to the Semi Finals of the IARFC National Financial Plan Competition. Selected Teams are: Central Michigan University, Drake Uplinger and Nick Urban – Mark Van Vorhees, Professor Western Carolina University, Derek Pelayo-Quezada and John Wedthoff – Dr. Patrick Payne, Professor University of Missouri, Elizaveta Korshunova and Yaqi Fang – Dr. James Green, Professor University of North Texas, Amanda Sasko – Dave Ragan, Professor University of North Texas, Rebecca Boyle – Dave Ragan, Professor Utah Valley University, Kylee Nelson and Bailey Misbach, Dr. Luke Dean Professor Students will…

Jack Gargan, RFC® October 20, 1930 – November 4, 2018 As Founder, first President and CEO of the International Association of Registered Financial Planners, Jack Gargan believed in comprehensive planning and continuing financial education. He saw the organization through the first six years of its development. Later the name was changed to the International Association of Registered Financial Consultants (IARFC) and turned over to the Board as a non-profit corporation. The IARFC continues today, headquartered in Middletown, OH with membership in the US and worldwide. IARFC Recognition Founder’s Award In 2006, the IARFC established the Founders’ Award in honor of…

https://vimeo.com/291570317 The International Association of Registered Financial Consultants (IARFC) promotes the IARFC Annual Conference in Nashville, TN March 20-22, 2019 as the perfect opportunity for networking with like-minded professionals. The informative scheduled events build momentum in the IARFC community and in the personal careers of each member consultant. Held at the Gaylord Opryland Resort & Convention Center, the evening prior to the conference begins with a welcoming reception held in the midst of the Gaylord’s tropical complex. Attendees will have the opportunity to greet friends and meet new professionals who have achieved success in their financial careers. The actual conference…

By IARFC Chairman and CEO H. Stephen Bailey, MRFC Recently we reviewed our communication budget to find effective ways to educate members and consumers. It all comes down to where to spend the $$$$s. From being a business owner, I can tell you this is constant evaluation and making changes. For the IARFC, some focuses will be reduced, others will be increased. How we see improvement for 2019… The Register will be published 4 times a year. Reducing the number of issues allows us to expand in other areas. It will still represent enlightened articles written by members plus Association…

November/December Register The International Association of Registered Financial Consultants (IARFC) interviews Thomas W. Young RFC® of 1st Consultant Inc. located in Beaver, PA for the November/December Issue of the Register. As a financial professional, published author, experienced speaker and radio personality, Thomas Young feels like he is “Just Getting Started!” Young’s career began in 1976 selling life insurance door to door. He transitioned from auto mechanic to insurance agent quickly, realizing results and impressing company management. “With no college, insurance knowledge or real background other than being self-employed in my own business, I plowed forward in my first year…

Three new Partner Programs Now Available: BombBomb – a software tool that allows you to rehumanize your communication through video emails. According to their website, BombBomb “Puts you back into your sales process and gets you face to face with the people who matter most.” Member Discount – $50 off subscription. MoneyGuidePro® – easy-to-use financial planning tools that help consultants of all sizes customize their planning services to meet unique needs of their clients. Member Discount $300 off retail price. AFLAC – products that offer the following protection: Accident – pays cash benefits to help with the unexpected medical and…

Keynote Speakers for the IARFC Annual Conference in Nashville, TN March 20-22, 2019 include: Jorge Villar Presentation: Marketing Yourself to Success Founder and President of RME360, has worked in the targeted direct marketing industry for over 28 years and has been responsible for over 570,000 seminar campaigns. His enthusiastic approach and vast experience will in no doubt convince entrepreneurial individuals that targeted direct marketing, combined with their new digital Facebook platform, are still the fastest and most effective mediums to reach the ideal audience and increase sales and income dramatically. Dean Zayed Presentation: Revolutionizing the Industry and Creating the Most…

Thanks to Money Concepts Money Concepts International Inc. is again a Corporate Sponsor of the IARFC National Financial Plan Competition. Students nationwide will compete for a chance to formally present their financial plan to an audience of experienced professionals during the IARFC Annual Conference in Nashville, TN March 20-22, 2019 thanks to their commitment. “In this day and age, we need to engage the interest of the younger generation of consultants.To do that, we are grateful to outstanding organizations such as Money Concepts International Inc. to help us broaden our reach to these students.” IARFC Chairman and CEO H. Stephen…

Update…. The IARFC is happy to welcome the University of Wisconsin to the list of Universities participating in their National Financial Plan Competition. Compete Stats: 13 Universities 126 Students 69 Teams Students have been sent the Case Narrative and login information for their Educational License of MoneyGuidePro. They have until November 13 to send in their completed plans. Here is a recap of the Plan Competition Process: Phase 1  Initial plan submissions are judged by experienced financial professionals 6 plans chosen to compete in Phase 2 – SEMI FINALS Phase 2 6 semi-final teams are judged via GoToMeeting by the IARFC…

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