IARFC Biltmore Conference Lineup of Speakers

At the Biltmore you can attend your CE session, relax in the mountain setting and appreciate the splendor of a unique period of history…IARFC Chairman H. Stephen Bailey, MRFC.

Presenters and topics include:

  •     Ric Edelman, RFC® – Executive Chairman, Edelman Financial Services, LLC: The Truth About Your Future. (Keynote Speaker at Tuesday evening awards ceremony).
  •     Max Bolka – Comprehensive Business Consulting on Comprehensive Legacy Planning.
  •     Dr. Jeffrey Chiew, RFC® – Asia Chair: Financial Technology (Fintech) in Financial Planning.
  •     Barry L. Dayley, CFP®, RFC® – Executive VP, Money Concepts International, Inc.: Ethics Program for Financial Planners.
  •     Julie Davis-Friend – President/Creative Business Strategist, eFriend Marketing, LLC: Why Local Businesses Need to Give a Damn About Reputation Management.
  •     Rick B. Stanzione, RFC® – CEO/President, R&R Group, Inc.: The List Book – a Financial Advisor’s Best Friend.
  •     Harlan Accola, RFC® – Fairway Independent Mortgage Corporate: A Reverse Mortgage Cinderella Story.
  •     Roey Diefendorf, RFC® – CEO, 3 Dimensional Wealth Advisory: The Super (“Values Based”) ILIT: Creating a Beneficiary Designation on Steroids.

IARFC Continuing Education credits will be applicable subject to attendance. Barry Dayley’s Ethics Program fulfills IARFC and CFP® Ethics CE requirement. Varying credits will be available for CFP®, PACE, and state credits, depending on presenter registration.

Networking sessions and exhibitors connect the IARFC professionals. A welcome reception, awards banquet and in between breaks provide quality time to talk with consultants from across the U.S. and…

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