2015 IARFC
National Financial Plan Competition
Featuring
H. Stephen Bailey
CLU, ChFC, FIC, RFC®
CHARLOTTE MOTOR SPEEDWAY CLUB • April 29 & April 30, 2015
Stephanie Bailey
RFC®
Focus on the Future
2015 National Financial Plan Competition.
Join us in Charlotte, NC — one of the Financial Centers of the U.S.
Ed Morrow
CLU, ChFC, RFC®
April 29 — Business Owner Consulting Workshop
Add a new revenue stream to your practice. Learn techniques for approaching
business owners and receive practical tools to get you started — a full day of
exploring this underserved market and its potential.
April 29 — Speedway Tour and Dinner
After the workshop, enjoy a unique opportunity to network with the next
generation of Financial Consultants through a private tour of Lowes Motor
Speedway and an elegant plated dinner at the luxurious Speedway Club.
Amy Primeau
For More
Information
www.IARFC.org/
FinancialPlanCompetition
800.532.9060
IARFC
INTERNATIONAL ASSOCIATION OF
REGISTERED FINANCIAL CONSULTANTS
April 30 — Finals of the 2015 National Financial Plan Competition
Listen to the three finalist teams present their financial plan entries in person. Then
judge and crown a winner of the competition. The day also includes special lectures
from industry professionals. This is an exciting opportunity to get a glimpse at the
future of our industry. It is also a great way to give back to your profession.
Sponsors
IARFC National
Financial Plan Competition
April 29-30, 2015 — Charlotte, NC
focusing on the future
Step 1
Step 3
Check your events
Schedule of Events
Total Payment: _____________________________
Please check appropriate box:
Business Owner Consulting Workshop
(BOCW)
4/29/15
Credit Card
Check made payable to IARFC
___________________________________________ _____________
Exp. date
Credit Card # (Discover, MasterCard, Visa, AmEx)
4:30pm–8:30pm
________________________________________________________
Signature
National Financial Plan Competition
4/30/15
Payment Information:
8:00am–4:00pm
Charlotte Motor Speedway Tour &
Welcome Dinner
4/29/15
Put total event price on the
Total Payment line, fill out form
below and return to the IARFC.
REGISTRATION INFORMATION
8:00am–3:00pm
Please print or type information below.
Step 2
Take advantage of Special Packages
.
Price*
Business Owner Consulting Workshop
Speedway Tour/Dinner
National Financial Plan Competition
$395
$65
$95
Special Packages
BOCW, Speedway Tour/Dinner
$400
BOCW, Speedway Tour/Dinner &
Competition
Speedway Tour/Dinner & Competition
$475
$145
Mr.
Ms.
Mrs.
_________________________________________________________________
First Name
Last Name
_________________________________________________________________
Firm or B/D
_________________________________________________________________
Street Address
_________________________________________________________________
City
State
Zip Code
________________________________________________________________
Phone
_________________________________________________________________
E-mail
Submit form
Reset form
Registration Deadline and Cancellation Policy: Attendees may register or cancel up to 15 days prior to the event date. Cancellations will receive a full
refund, less a $20 processing fee. See Hotel cancellation policy, which is separate from IARFC. Travel and Lodging: are not included in the price. The IARFC
has negotiated discounted room rates starting at $124 per night at Hampton Inn & Suites, Concord, NC, charlotteconcordmillssuites.hamptoninn.com group
code IAR. Food: Buffet lunch will be provided at the BOCW and the Competition, Welcome Dinner style is sit down. Ground transportation: A shuttle bus
will be available, to and from the Speedway Club at no extra charge for scheduled events. Note: Program Subject to Change.
PLEASE RETURN THIS COMPLETED FORM TO IARFC
IARFC
INTERNATIONAL ASSOCIATION OF
REGISTERED FINANCIAL CONSULTANTS
International Association of Registered Financial Consultants
Financial Planning Building
2507 North Verity Parkway
P.O. Box 42506
Middletown, OH 45042-0506
Fax: 513.424.5752
Questions: 800.532.9060
www.IARFC.org
[email protected]