Join us for the 2018 IARFC Biltmore Conference in Asheville, North Carolina

The IARFC invites you to register for April 17-19, 2018 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.


Keynote Speaker
Ric Edelman, RFC®
Executive Chairman, Edelman Financial Services, LLC
The Truth About Your Future
IARFC CE 2 Credit
Harlan Accola, RFC®
Fairway Independent Mortgage Corporation
A Reverse Mortgage Cinderella Story
IARFC/CFP CE 2 credit hours
Max Bolka
Comprehensive Business Consulting
Comprehensive Legacy Planning
IARFC CE 2 Credit
CFP®: 1 hour credit

Dr. Jeffrey Chiew, RFC®
IARFC Asia Chair
Financial Technology (Fintech) in Financial Planning 
IARFC CE:  2 credit hour
Barry L. Dayley, MRFC®
Executive V.P., Money Concepts International, Inc.
Ethics Program For Financial Planners
IARFC CE, CFP® 2 Credits
Monroe "Roey" Diefendorf, Jr, RFC®
The More Than Money Vault
The Super ("Value Based") ILIT: Creating a Beneficiary Designation on Steroids
IARFC CE: 2 credit hour
CFP®: 1 hour credit

Julie Davis-Friend
President/Creative Business Strategist, eFriend Marketing, LLC
Why Local Businesses Need to Give a Damn About Reputation Management
IARFC CE, 2 Credit
Tom Dickson
Reverse Mortgage Funding LLC
Why All the Buzz About Reverse Mortgage
IARFC CE: 2 credit hour

CFP, RICP, CLU, and ChFC CE, 1 Credit
Dale Ledbetter, RFC®
1st Global Trust
Competing Against Wall Street
IARFC CE, 2 Credit
Martin Saavedra Jr.
MLI Marketing Solutions
Marketing Today for A Different Tomorrow
IARFC CE, 2 Credit
Kai Yuan Tu
CEO/IARFC China Development Team
Discover the IARFC International - China & Taiwan
IARFC CE: 1 credit hour


CE Event

IARFC CE will be applied to CE Presentation, Continuing Education Credits: Each state has different insurance and securities CE regulations. This event has not been pre-registered for CE. Varying credits will be available for IARFC, PACE, and state credits, depending on sessions attended.




"We chose the Biltmore Estate for the combination of a beautiful backdrop and the successful entrepreneurial spirit of the Vanderbilts," 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."

Ric Edelman's Keynote

The Truth About Your Future
With New York Times Bestselling Author Ric Edelman

Discover how exponential technologies will alter virtually every aspect of your life—with profound implications for your personal finances.

Ethics Program For Financial Planners

Financial Planning professionals play a critical role in society by helping people develop and implement financial plans. These services can have profound impact on the individuals, families, businesses and communities served. One of the fundamental aspects to the engagement with a client is trust. Nothing will enhance the trust relationship more than operating your business in an ethical way. This session will review the ethical expectations and practices needed in the financial planning community.

Images used with permission the Biltmore Company, Asheville, NC

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