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Empowering Futures...Strengthening Legacies
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IARFC Financial Forum "Empowering Futures...Strengthening Legacies"
In a rapidly changing financial landscape, the next generation faces unique challenges and opportunities. The IARFC Financial Forum conference is designed for financial professionals committed to guiding their clients towards sustainable wealth management while strategically growing their practice.
Through dynamic discussions, interactive workshops, and insightful presentations, attendees will gain the knowledge and tools needed to navigate the complexities of modern finance, foster intergenerational wealth transfer, and cultivate a thriving advisory practice.
Dive into exclusive insights and practical tools to build a solid reputation, elevate your brand, and grow both your business and personal skills. Network with seasoned professionals, absorb best practices, and find new ways to strengthen your team. Every decision shapes your future which makes attending the IARFC Financial Forum the one that accelerates your career and forges lasting connections. Don't miss this opportunity to transform your professional journey!
Register Now on WhovaReserve Your Hotel (space and rates are limited)
Tuesday, April 22 - WELCOME RECEPTION| Wednesday, April 23 | Thursday, April 24 | Friday, April 25 |
| Forum Welcome Breakfast with Exhibitors CE Sessions: General and Breakout Lunch National Financial Plan Competition Final Judging |
Breakfast with Exhibitors Morning Welcome CE Sessions: General & Breakout Lunch CE Sessions: General & Breakout Awards Banquet |
Keynote Speaker CE Sessions: General & Breakout Break with Exhibitors Closing Speaker Note: Schedule subject to change |
 Gene Goldman Cetera Investment Management |
 David Kinder, RFC® David Kinder Insurance and Financial Wealth Solutions |
 Roch Tranel The Tranel Financial Group |
Final Judging and Networking with Students
Join in the fun as the IARFC hosts the FINALS of their 2025 National Financial Plan Competition. Three teams from competing universities present their financial plans for judging. Witness the next generation of financial professionals in action.
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Admission Item
EARLY BIRD Registration (before 2/1/25)$400 Member
$500 Non Member
AFTER 2/1/25 Registration
$500 Member
$600 Non Member
GUEST PACKAGE (Reception & Banquet)
$250
Register Now on Whova
Member and Non-Member Registration Includes
April 22, Welcome Reception, Bar & Hors d'oeuvres
April 23, Judge Finals of National Financial Plan Competition
April 23, 24 & 25, CE Sessions, Breakfast with Exhibitors
April 23, 24, CE Sessions, Lunch with Exhibitors
April 24, IARFC Awards Dinner Banquet
Guest Registrations Includes
April 22, Welcome Reception, Bar & Hors d'oeuvres
April 24, IARFC Awards Dinner Banquet
Reserve Your Hotel (space and rates are limited)
Orlando World Center Marriott is located in Lake Buena Vista, Florida, near Orlando International Airport (MCO), Kissimmee Gateway Airport (ISM), Universal Orlando, and SeaWorld. The resort fee includes:
- Enhanced in-room wireless internet for up to 6 devices
- Daily scheduled shuttle service to Disney Parks for up to 4 guests
- Nightly scheduled shuttle service to Disney Springs for up to 4 guests
- A bag of golf balls and use of rental clubs at the driving range daily
Special Room Rate $334.13 Includes resort fee (minus water park): Call (800) 621-0638 or Register online: World Center Marriott
Lodging: IARFC is not responsible for attendee/guest hotel fees and/or taxes. Recommended Attire: Business casual is appropriate. A jacket or dress is optional, but recommended for the Awards Banquet April 24. Cancellation: A refund (less 25% administration fee) will be made if notice of cancellation is received in writing up to three weeks before the event. We regret that no refunds can be given after this period. A substitute delegate is always welcome at no extra charge. Disclaimer: The program may change due to unforeseen circumstances, and the IARFC reserves the right to alter the venue and/or speakers. IARFC accepts no responsibility for any loss or damage to property belonging to, nor for any personal injury incurred by attendees at our conference. The IARFC reserves the right to publish pictures and or video of this event and its attendees. A list of attendees contact information, will be shared with Exhibitors.
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