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IARFC Blog
A Growing Global Community

Yearly Archives: 2023

The International Association of Registered Financial Consultants (IARFC®) Board of Trustees welcomes Dr. Reuben K. Chen, RFC®, CFP®, CLU as its newest Trustee. He joins the current Board in providing leadership and innovative guidance to the Association as it charts itself as a “Growing Global Community”. Dr. Chen has close to 35 years of experience in his wealth strategies practice. He is the founder, CEO, and President of Wellspring Consulting, the Silicon Valley Member Firm of M Financial Group.The focus and experience of his practice encompasses the areas of retirement and estate planning, wealth management programs, business succession planning, and tax…

The International Association of Registered Financial Consultants (IARFC®) has released the Fall Issue of the Register, a national industry publication available online at www.iarfc.org and in print through subscription on the IARFC store. In this issue, articles discuss “Year End Accountability” and “Goal Setting” plus Association updates. Most exciting is the 40th Celebration & Conference to be held at the Biltmore Estate® in Asheville, NC April of 2024. Join us for this Association milestone by networking with peers while attending valuable practice building CE sessions – all within the exquisite setting that is Biltmore! Save the Date – more information…

Media Release – July 2023 The International Association of Registered Financial Consultants (IARFC®) US Chapter welcomes Mike Zaino, RFC® as its newest Board Director. Along with the entire Board, he will assume the leadership position – making decisions for the US Chapter. The International Association of Registered Financial Consultants (IARFC®) US Chapter welcomes Mike Zaino, RFC® as its newest Board Director. Along with the entire Board, he will assume the leadership position – making decisions for the US Chapter. As the current Founding Member and Managing Director of The Zaino Group LLC, he not only caters to his local market,…

The International Association of Registered Financial Consultants (IARFC®) announces the results of the recent election and the expansion of the Master Registered Financial Consultant (MRFC®) Certification Board. These MRFC credential holders will help set the policy of the MRFC Certification Program and maintain the credential as it continues to serve the IARFC Association. Robert D. Lawson, MRFC®, the current Board Chair, has been re-elected for a second term. With over 40 years of financial experience in securities and insurance, and in a professional capacity as a financial advisor, investment fiduciary, and managing principal, Lawson serves as the President of Barrington…

The International Association of Registered Financial Consultants (IARFC®) has released the Spring Issue of the Register, a national industry publication available online at www.iarfc.org and in print through subscription on the IARFC store. In this issue, are articles for “Client Education” and “How to Show Appreciation to your Clients” plus Association updates. David Kinder, RFC® of David Kinder Insurance and Financial Wealth Solutions is our Member Focus this month. As a veteran of the insurance and financial services industry, he has served the needs of American residents and business owners. Currently as a financial consultant with unconventional strategies, he helps…

https://www.youtube.com/watch?v=vnpaHo8tmQk The US Chapter of the International Association of Registered Financial Consultants (IARFC®), has completed the 2023 National Financial Plan Competition showcasing the three Finalists in their bid to gain the top honors. Congratulations to Ethan Farar & Austin Kunzler from Utah Valley University who have emerged as the First Place Team. The Complete Judging Results: First Place: Ethan Farar & Austin Kunzler – Utah Valley University Second Place: Logan Larochelle & Anthony Cassio – University of North FloridaThird Place: Josh Bell – Utah Valley University Utah Valley University Financial Planning Program, Professor Luke Dean, Ph.D., RFC® weighs in on how…

IARFC US Board Chapter President Bradley K. Maples Sr., MRFC® presents Founder’s Award to Barry L. Dayley, MRFC®. The International Association of Registered Financial Consultants (IARFC®) Founder’s Award is given in the spirit of the IARFC Founder John J. Gargan to those who have been a past or present Trustee, Chapter Board Director or Committee Member, held a professional designation/credential awarded by the IARFC, possess a clean regulatory record, and have been a member in good standing for a minimum of 5 years. They must have achieved a high ethical and professional standard and most importantly, helped expand the visibility…

The International Association of Registered Financial Consultants (IARFC®) – US Chapter is pleased to announce two outstanding members who have given their time and energy to support the IARFC thus earning them the Chapter’s Ambassador Award. Given annually, the Ambassador Award recognizes their individual achievements and acknowledges their dedication in serving the IARFC Mission. This Mission recognizes world-class financial consultants and empowers them to make a transformational difference in the financial lives of the families and communities they serve. The criteria for the Ambassador Award are: IARFC member for more than 3 years of membership Adherence to the IARFC…

IARFC Trustee Chair, Barry L. Dayley, MRFC® presents Dunton Award to Alan Kifer, MRFC® The International Association of Registered Financial Consultants (IARFC®) has named Alan C. Kifer, MRFC® of “Top Gun” Financial Planning in Scottsdale, AZ as the Loren Dunton Lifetime Achievement Award recipient for 2023 in recognition of one who has made substantial contributions to the financial services profession and the financial interests of the public. With a career covering over 30 years of professional practice, Kifer continues to embrace Loren Dunton’s philosophy in every aspect of dedication and zeal! Generally regarded as the “Father of Financial Planning”, Loren…

The nationally accredited financial Master Registered Financial Consultant (MRFC®) Certification Program announces the addition of Sean K. Clark, MRFC®, CEO from York Independents, Inc of Wilmington, NC as their newest Board Director. Overseen by the International Association of Registered Financial Consultants (IARFC®), with Chapters worldwide, Clark will help guide the accredited program in the next phase of growth to accelerate the MRFC’s expansion throughout the United States. The nationally accredited financial Master Registered Financial Consultant (MRFC®) Certification Program announces the addition of Sean K. Clark, MRFC®, CEO from York Independents, Inc of Wilmington, NC as their newest Board Director. Overseen…

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