Sunday, April 21
IARFC Blog
A Growing Global Community

Monthly Archives: October, 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…