Sunday, March 24

Monthly Archives: January, 2019

From Susan Cappa IARFC Public Relations and National Financial Plan Competition Coordinator… The 2019 IARFC National Financial Plan Competition was the best year ever in terms of participating universities and received plans. The Board of Directors has scored all 6 video presentation and those selected to continue on are: Rebecca Boyle, University of North Texas – Professor Dave Ragan Drake Uplinger and Nick Urban, Central Michigan University – Professor Mark Van Voorhees Kylee Nelson and Baily Misbach, Utah Valley University – Dr. Luke Dean Professor During the semi-finals, the teams went through their financial plan with the  “Hathaway couple” and  then…

We are pleased to announce that Barry Dayley, MRFC, Executive Vice President of Money Concepts International has been given the Ambassador Award for 2019. The Ambassador Award will be given at the IARFC Annual Conference in Nashville, TN during the awards banquet on Thursday March 21. The IARFC Ambassadors are instrumental in carrying out the mission of the Association. 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…

As the most prestigious award in the financial services industry, the Loren Dunton Memorial Award is bestowed upon those who have made a substantial contribution to the profession and the financial interests of the public. The International Association of Registered Financial Consultants (IARFC) will honor Rosilyn Overton, Ph.D., MRFC, CFP®, CRPS, LTCP of Mid-Atlantic Securities in Great Neck, NY with the 2019 recognition at the IARFC Annual Conference March 20-22 in Nashville, as one who has achieved significant milestones in her career as both a financial practitioner and educator. “I consider receiving the Dunton Award as one of the most…