Universities Take on National Financial Plan Competition

October 29, 2015 by · Comments Off on Universities Take on National Financial Plan Competition
Filed under: IARFC Posts 

Registration has closed for the 2016 National Financial Plan Competition.  Thirty-nine undergrads representing 8 universities have signed on to interpret case scenario details of a fictional family and craft a financial plan geared toward achieving the family’s goal of experienced consultants.  Those universities participating are:

  • San Diego State University, Adjunct Faculty Stephen Nielander, San Diego, CA;
  • Louisiana State University, Professor Frances C. Lawrence, Baton Rouge, LA;
  • University of North Texas, Adjunct Finance Professor David Ragan, Denton, TX;
  • Clarion University of PA, Professor Jeff Eicher, Clarion, PA;
  • Bryant University, Lecturer Mara Derderian, Smithfield, RI;
  • Bowling Green State University, Instructor J. Michael Galbraith, Bowling Green, OH;
  • California State University, Asst Professor of Finance Inga Chira, Northridge, CA;
  • Central Michigan University, Faculty Advisor Doug Iles, Mt. Pleasant, MI.
2015 First Place Winners

2015 First Place Winners – Staci Rezendes and David Ferraro, Bryant University Smithfield, RI


Participating in the IARFC National Financial Plan Competition has definitely broadened my view of the financial world.  Not only does it help you on your resume but throughout your life because you have to plan for your financial needs as well…first place winner Staci Rezendes.

Check out the Plan Competition Info on the IARFC Website for more details on how you can sponsor or judge the Finals in Charlotte, NC.



Chairman’s Desk – The Importance of Belonging

October 29, 2015 by · Comments Off on Chairman’s Desk – The Importance of Belonging
Filed under: IARFC Posts 

From the IARFC Chairman – Steve BaileyBailey, Steve

As we go into the closing months of 2015 and my first year of Chairman of the IARFC, I would like to impress upon our members what the IARFC is about and what we aim to achieve.

We are in the membership business – and no other.  Our true strengths are the relationships we promote, the training we offer and the tools we develop for the Financial Consultants and their brand. We are an educational association – and I mean total education not just book education. Our members can mix and mingle with people who have been in the business forty and fifty years. You are able to sit down and talk to those who have been successful and discover their secrets of achievement. You can gather perspectives other than your own.


Do You Really Get It?

I’m not so sure that members really get what we are about – they just want to have the three letters after their name and that is the only thing they want. I think some RFCs are not even sure how to present themselves as an RFC®.

Stop and think about what those letters really mean – RFC®. You are a Registered Financial Consultant, registered by an association in the financial industry. You have maintained a level of integrity and experience – something of which to be proud.   You are a CONSULTANT that is an expert in many different fields – not just a one product salesman. That is the beauty of understanding who we are.

Unfortunately, I feel we are not presenting ourselves properly to the public and within our own organization.   Have you looked at the Tri-fold Brochure that describes an RFC® lately? It talks about the high standards of education, experience and integrity of an RFC®. It describes an RFC® as a professional interested in Continued Education and the Financial Planning Process that guides the client through a healthy client/consultant relationship. You should be handing these brochures out to every potential prospect. If you don’t have an inventory of these, visit the IARFC store and start utilizing this important tool.


Now – For the Future

With the evolution of an association, complacency can set in and membership can stagnate. We are working internally to raise ourselves to a higher level. We are looking to upgrade our status to an accredited association – one of more prestige – a higher level. It is not an easy task – but this will be a designation that stands out in the industry and which all of us should strive to achieve. What we ask of the membership next year – starting 2016 is… STICK WITH US.   We are going to need your help and backing as we move forward.


I Give You a Membership Challenge

Have you replaced yourself lately?   This was the question I asked individuals when I was a Membership Chairman for other associations in the past that resulted in doubling membership numbers. You are not going to be around forever. Who is going to replace you in our Association? Look to other associates and the younger generation of financial professionals and encourage them to get on board with the IARFC.  It benefits all of us.

May the upcoming Holidays be a time of prosperity and reflection of the blessing we all have in our lives.


Take Advantage of 2-For-1 Savings on Rhine Getaway Cruise

October 20, 2015 by · Comments Off on Take Advantage of 2-For-1 Savings on Rhine Getaway Cruise
Filed under: IARFC Posts 

2-For-1 New Bookings

Save up to $3000 per couple on Veranda cabins – offer expires October 31, 2015.


Rhine Getaway – July 16-23, 2016

Visit all the highlights of the legendary Rhine River on this 8-day cruise, July 16-23, 2016. View the many charming castles that command the riverbanks as you sail through Germany.  Experience the lush landscape of the Black Forest region, explore Holland’s famous windmills and waterworks and take part in the inviting nightlife in Rudesheim’s Drosselgasse. Six guided tours through four countries included.   Visit Viking River Cruises
Rhine Getaway map
The CE @ SEA conference will be held prior to the river cruise on July 15, 2016 in Basel Switzerland. We are working on the pre-trip business travel expense details now.
Contact Cruise Directors Starr or Heather for updates.Conference Attendee Fee – $200 USD, due upon receipt of invoice from IARFC.

Special Member Offer Coming Soon!

October 14, 2015 by · Comments Off on Special Member Offer Coming Soon!
Filed under: IARFC Posts 

Get Best Ideas and Strategies
from Today’s Top
Business Books in Minutes

Business Source-3

The IARFC has partnered with The Business Source to offer concise summaries of books you need to read. Each month learn best practices and gain powerful insights from leading-edge thinkers, industry experts and world renowned business gurus.

Special Pricing And best of all, we’ve arranged a special price exclusively for IARFC members – over 70% off the regular price!

Click here to see a preview: The Business Source – Overview

Watch your email inbox beginning October 27th for details.

RFC® Designation Fulfills Eligibility Criteria for Five Star Wealth Manager Award

October 13, 2015 by · Comments Off on RFC® Designation Fulfills Eligibility Criteria for Five Star Wealth Manager Award
Filed under: IARFC Posts 

Five Star Professional joins forces with city and regional magazines to make research results available to consumers and promote Five Star-designated professionals in more than 45 markets across the United States.

Roger.colorlargeIn the October 2015 issue of Cincinnati magazine, Roger Ford, RFC® of Conservative Financial Solutions located in Harrison, OH is pictured in the publication’s section dedicated to 2015 Cincinnati Five Star Wealth Managers.

A three year recipient of the award, Roger does not take his responsibility as a financial advisor lightly.

I work to protect and preserve my client’s nest egg which represents their blood, sweat and tears.  In being a member of IARFC, this showcases my integrity and dedication to work to conservatively plan my client’s retirement income and financial future.  I have enjoyed being a member of the IARFC for many years and my business, Conservative Financial Solutions, would not be where we are today if it wasn’t for this affiliation.”…Roger Ford, RFC®

So… how does your RFC® designation work for you?

Note: Five Star Professional conducts market research to define and promote professional excellence in the professions they serve. The Five Star designation assists consumers in selecting a service profession