Financial Association Conference at the Biltmore Estate – Asheville, NC

June 22, 2017 by · Comments Off on Financial Association Conference at the Biltmore Estate – Asheville, NC
Filed under: IARFC Posts 

Your Invitations Awaits!

Used with permission from The Biltmore Company, Asheville, North Carolina

Mark your calendar for April 17-19, 2018 for the IARFC Biltmore Conference held on the Biltmore Estate in Asheville, NC. Opportunities will be available to network, attend CE sessions and judge the Finals of the IARFC National Financial Plan Competition while enjoying the lavish Biltmore Mansion, grounds and gardens.

“We chose the Biltmore Estate for the combination of a beautiful backdrop and the successful entrepreneurial spirit of the Vanderbilt’s,” related IARFC Chairman H. Stephen Bailey, MRFC. “It’s not your ordinary big city convention-type visit. At the Biltmore you can attend your CE sessions, relax in the mountain setting and appreciate the splendor of a unique period of history.”

The event begins on Tuesday April 17, with a reception for attendees and vendors to register and network. CE sessions and the Finals of the National Financial Plan Competition are scheduled for Wednesday April 18. A banquet later Wednesday evening will feature the announcement of the winners of the Plan Competition, Association award presentations and a keynote speaker. Thursday, April 18 brings more CE session. Vendors on hand throughout the conference to promote their products and services. A full agenda of times and speakers will be available soon.

Attendees will have ample time to explore the Biltmore mansion and take advantage of the activities offered by the family-friendly 8,000 acre Biltmore resort. Special rates for the Village Hotel inside the complex are on a first come, first serve basis. These casual style accommodations are located next to the Winery, dining, shopping & outdoor activities. Upgrades are available for the 4 star Biltmore Inn if desired for a more pampered stay. Shuttles run conveniently to conference venues and Biltmore attractions.

The “jewel” of the estate was the dream of George Vanderbilt, grandson of famed industrialist and philanthropist Cornelius Vanderbilt. In 1888, he first visited Asheville, NC and the Blue Ridge Mountains with his mother and knew he had found the perfect location for his country home. In 1889, construction began on the Vanderbilt’s 250-room French Renaissance chateau – a true marvel in residential architecture. It provided, over a six-year period, a unique working environment for an entire community of craftsmen. The house is open for tours with discounted tickets available for conference attendees and their guests.

“We are excited to welcome members, non-members and their guests to our conference next year,” said Susan Cappa, IARFC Public Relations. “We look forward to our ‘IARFC Biltmore Conference experience’. There is a fun-for-all-ages-appeal to this event.”.

To find out more about the 2018 IARFC Biltmore Conference contact the IARFC – or 800 532 9060.


Our Ethics Approval Program Highly Successful in Ethical Transparency

June 8, 2017 by · Comments Off on Our Ethics Approval Program Highly Successful in Ethical Transparency
Filed under: IARFC Posts 

We are pleased to report that our recently initiated Ethics Approval Program has resulted in over 1200 members receiving the rating of “Ethics Approved”. Those Financial Consultants who have earned this status meet the high standards of ethical transparency necessary in today’s financial services environment.

Designated members, (RFC®, RFA®) need to have a clean record for the preceding five (5) years in order to qualify for the Ethics Approved Program. Those who meet these standards will receive an embossed seal stating they are “Ethics Approved” with the year of the review and is effective for two years.

“I am certainly delighted to see the approval rate of our members so far,” commented IARFC Chairman H. Stephen Bailey, MRFC. “We are committed to giving our members value-added benefits for their membership. This approval rating process is just one of the programs we offer to our Association consultants.”

To obtain this level of confidence, the IARFC Team reviews all RFC®, RFA® membership renewals submitted to the Association and rewards members for their long-term commitment to the IARFC Code of Ethics. They check FINRA records, state licensing records and even conduct an internet search of each member’s name. Reviewed history includes personal or business bankruptcieEthicss, compromised credit issues, any pending customer disputes, regulatory events and/or criminal misdemeanors or felonies.

Since the program’s inception in September of 2016, the IARFC has developed branding items to for members to convey this elevated status to their prospects and clients. Vicki Caplinger in IARFC Membership Services, weighed in on the significance of the these items and how the members can utilize their approved status.

“Members receive Ethics Approved branding recognition in the form of digital logos, embossed seals and sample media releases. Additionally they can purchase desk plaques for display available online at the IARFC store.”

Consider visiting the IARFC store and find out about how to brand your “Ethics Approved” status.