In the “Winners Circle” at Charlotte Motor Speedway!
Teams from Bryant and Winthrop University posed for a photo op the day before the Finals of the National Plan Competition.
Pictured with IARFC Board Directors and Members are: Team 1 – David Ferraro and Staci Rezendes and Team 2 – Nicholas Zacchilli from Bryant University, Smithfield, RI. Faculty Advisor – Mara L. Derderian, RFC®. Kristin Cranford and Victoria Davis make up Team 3 from Winthrop University, Rock Hill, SC. Faculty Advisor – Dr. Philip Gibson.
Attendees had just completed the Business Owner Consulting Workshop (BOCW) given by IARFC CEO Ed Morrow. These students are getting a taste of the issues that business owners face and how a Financial Consultant would prospe
ct to such potential clients. A day long session, the BOCW not only is a presentation of what and how to work with this underserved market – it gives the consultant practical tools to take home and utilize.
According to IARFC National Financial Plan Coordinator Amy Primeau… “The students are VERY excited and they thought the workshop was amazing!”
On with the Competition and the Finals!
