Tuesday, November 24

IARFC Board of Directors Make Plans for Annual Meeting

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The IARFC is again welcoming the Board of Directors to Middletown, OH to its Annual Board Meeting in March.

Thursday 3/3 is the Semi-Finals of the National Financial Plan Competition.  Directors will take part in selecting the Final Teams to travel to Charlotte, NC to present their plans in person.  This is a popular event for the Board as they get to dialogue with upcoming financial professionals and critique their work.  It ends up a learning experience for all parties involved.

Friday 3/4 the Board gets down to the real work of running the Association.  With a full agenda of topics to discuss, they review the progress of 2015 and set up an outline of goals to accomplish for 2016.

The Board encompasses many years of experience in the realm of financial services.  Keeping the IARFC on track for 2016 is a daunting task.  With their cooperative effort and guidance, we hope to set a plan for continued growth and improvement.

If members have any specific topics for discussion – email them to the IARFC for consideration.

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