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Home > National Financial Plan Competition

National Financial Plan Competition

 Announcing the 2016 Winners of the National Financial Plan Competition  

 

The Winners of the 2016 National Plan Competition in the Winners Circle at Charlotte Motor Speedway! 1st Place - Molly Funk from Bryant University in Smithfield, RI – Mara Derderian Lecturer 2nd Place - Daniel Ingles and Grant Hulett from Central Michigan University, Mount Pleasant, MI - Douglas Iles PRofessor 3rd Place - Cole Brownell and Anthony Pelaez from California State University Northridge, Northridge, CA – Inga Chira Professor. Congrats to the winner and thanks to all the IARFC Corporate and Individual Sponsors for your support!

 

We invite the IARFC members and financial professionals to join the competition and become part of the judging process. 

Featured leaders in the financial service profession will
gather for this event that promises to bring growth and
practical resources to attendees. 
 

 FEATURED SPEAKERS             

AGENDA    REGISTRATION   HOTEL

  Barry L. Dayley, Executive VP, Money Concepts International   Peter J. D’Arruda President & Founding Principal, Capital Financial Advisory Group   Nicholas A. Royer, President, Group 10 Financial   Stephanie K. Bailey President, HB Financial Resources   Jon M. Rogers CEO, Rogers Financial Group  

 

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Sponsorship Opportunities

Contact the IARFC
Details, Rules & Resources
Participation Agreement
Responsibility & Instructions
Software Agreement

 

The IARFC extends its invitation to College students enrolled in Financial Services curriculums to participate in the Financial Plan Competition. Participation includes production of a comprehensive personal financial plan based on uniform sample data provided.

Corporate Sponsorship
Individual Sponsorship

2016 SPONSORS

Corporate Sponsors 

Gold

 

Individual  Sponsors
Diamond
Pete D'Arruda, Barry Dayley, Jon Rogers, Angie Trandai

Platinum
Steve &  Bobbi Bailey, Isabel Cooper, Ed Morrow, Chris Roberts

Gold
Jay Bailey, Michelle Blair, Ahmed Edris, George Flack, David King, Eileen Kohler, Noel Milner, Jim Moss, Thomas Price, Thomas Stark, Jerry Zillion

Silver
Theodore Aldershof, Mitchell Beatty, Lon Broske, David Bucholtz, Tony Castillo, David Dahl, Kenneth Gallacher, Bryan Hegarty, Gary Hershgordon, Steve Hsin, Frederick Hoffman, Norman Johnson, Steven B. Katz, Ed Ledford, Anthoni Lightbourne, Robert Love, Patrick Lyman, Susan Morrow, Fred Ostermeyer, Jeff Reitzel, Paul Schwabe, Howard Sorkin, Raymond Stiles, Brian Walsh, Daniel Yee,  John Young

 

 

 

The Winners of the 2016 National Plan Competition in the Winners Circle at Charlotte Motor Speedway!

1st Place - Molly Funk from Bryant University in Smithfield, RI – Mara Derderian Lecturer

2nd Place - Daniel Ingles and Grant Hulett from Central Michigan University, Mount Pleasant, MI - Douglas Iles PRofessor


3rd Place - Cole Brownell and Anthony Pelaez from California State University Northridge, Northridge, CA – Inga Chira Professor.

Congrats to the winner and thanks to all the IARFC Corporate and Individual Sponsors for your support!

 













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