Viking’s Cruise Gift to Travelers – Just in Time for the Holidays

December 21, 2015 by · Comments Off on Viking’s Cruise Gift to Travelers – Just in Time for the Holidays
Filed under: IARFC Posts 

Rhine-Getaway-2016Act NOW!

Viking is now offering risk-free cancellation on all 2016 new river cruise bookings! That means booking between Dec 16 – Dec 31,  2015.

What better time than now to book the IARFC Rhine Getaway.  Enjoy peace of mind knowing that if you decide to cancel for any  reason, you get your money back.   Deposit is due within 3 days of the booking.  Final payment is due the end of December.

Call IARFC Cruise Director Starr Morrow and Heather Tucker today and ask about Viking’s  “Risk-Free Cancellation Waiver.”

VikingLogo

National Financial Plan Competition Entries Arriving Daily

December 21, 2015 by · Comments Off on National Financial Plan Competition Entries Arriving Daily
Filed under: IARFC Posts 

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!

 

 

 

 

 

 

Jon M. Rogers Presented Loren Dunton Award

December 14, 2015 by · Comments Off on Jon M. Rogers Presented Loren Dunton Award
Filed under: IARFC Posts 

dunton3_72dpiSteve Bailey, IARFC Chairman presented Royal Alliance Advisor and RFC® Jon M. Rogers of Rogers Financial Group, LLC the prestigious Loren Dunton Memorial Award during a Holiday Client Appreciation Event at the Poinsiett Club in Greenville, SC last week.

The 2015 recipient has more than 40 years of experience in financial investment with a Ph.D. in financial management. With quantifications in asset management, Jon specializes in the development of financial plans with major emphasis on wealth accumulation, retirement planning, investment planning and estate planning. As an Adjunct Professor at Webster University and North Greenville University, he teaches finance, marketing and business. Currently he serves on the Board of Directors of the IARFC and holds the office of Treasurer. He is associated with Royal Alliance Associates who have been corporate sponsors for the National Financial Plan Competition.

“I am deeply appreciative of this meaningful award and the history behind it,” said Rogers. “I feel grateful for the path my life has taken and the ability to help my clients achieve peace and prosperity as they look to retirement. It has been an honor to serve.”…Jon Rogers

In bestowing the Loren Dunton Memorial Award, the IARFC recognizes Roger’s contribution to Loren Dunton’s vision and his mission to help the public and their advisors. For more information on the Dunton Award, visit the IARFC website.

Do You Have This Sticker?

December 10, 2015 by · Comments Off on Do You Have This Sticker?
Filed under: IARFC Posts 

Make sure you are current with your IARFC membership and have received your current 2015 Renewal Sticker.  These stickers can be easily affixed to your framed RFC Certificate.

If you are not up-to-date and still wish to be part of the IARFC, contact Amy Primeau in Membership Services to renew your membership.

Current members are able to utilize the RFC Designation and the IARFC Brand which promotes the professional Financial Consultant to the public.  Renew Now!

 

IARFC Mission Statement

The IARFC will foster and enhance the growth of our association for the benefit of our members and the clients they serve by providing a continuing source of information, education and networking.

The organization will strengthen the financial services profession through adherence to and promotion of ethical behavior by our members and a focus on continuing professional education for our members.

 

Plan for Yourself – End of Year Checklist

December 3, 2015 by · Comments Off on Plan for Yourself – End of Year Checklist
Filed under: IARFC Posts 

Blank To-do list drawn with chalk on a blackboard backgroundAs a Registered Financial Consultant one of your most important services to your clients is to keep their documents up-to-date. That is important for you and your family as well. While we might encourage you to perform your own comprehensive review, it probably will not be effective. Why? Because you are likely to procrastinate!

How to use this Checklist….

  1. Go down the list and pick one or two items that you should address or review personally. Don’t worry about the ones you have not selected.
  2. Pick a day of the week when you can “squeeze” out a bit of time to focus your attention on the item or items you have selected.
  3. Pick a future date.   (For example, next Saturday morning).
  4. Determine the best location (Home, office, school).
  5. Do you need anything? (Files, forms, documents, old plans, etc.)
  6. On the appointed date – do not re-schedule. Do it!
  7. Update your list, and pick the next tasks to work on.

Checklist

  • Durable Power of Attorney
  • Healthcare Directive
  • Will & Testament
  • Trust Agreement
  • Trust Protector Nomination
  • Trust Financial Advisor
  • Medical History (wallet)
  • Group Insurance Beneficiaries
  • Life Insurance
  • Medical Coverage
  • Short Term Disability
  • Long Term Disability
  • Critical Illness
  • Contents Coverage Listing
  • Auto Insurance
  • Personal Resume

Of course you could update several topics of your personal documentation. You can also use this checklist in your client plan reviews. As you use it to bring plans and documents up to date, if you think we should add some items for next year, please send a copy to the IARFC.