Wednesday, December 11

National Financial Plan Competition Entries Arriving Daily

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glassesfinancialplanThis might be the time of year for mailing your Christmas packages but here at the IARFC in Middletown, OH, we are getting packages of a different sort.  With a postmarked deadline of December 15th, entries from students in the National Financial Plan Competition are being delivered to our doorstep daily.

Upon opening, the plans go through Stage 1 – which is to document ownership and determine if the fundamentals of plan prep were observed.  This would include following directions on use of binders, tab, table of contents, etc.

After passing this initial evaluation, the plans will be reviewed by experienced professionals and the top 6 pass to the Semi-Finals.  Judging for the Semi-Finals is then completed by Board Directors via a web meeting the day before the IARFC Annual Board Meeting.  Up to three plans will be presented in person at the Finals in Charlotte, NC at the Charlotte Motor Speedway on April 21st.

Thanks to our Corporate Sponsors:  Cetera Advisors, Money Concepts, LD Lowe Wealth Advisory, Keir Educational, The Builders Suite, Virtual Assistant and H.B. Financial.  It is due to their commitment and those of Individual Sponsors who make this competition possible.

Listen below on the importance of sponsoring the Competition!

 

 

 

 

 

 

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