Financial Plan Competition Winners Announced 2012–2013 Winners The IARFC is pleased to announce the winners of the 2012-2013 Financial Plan Competition. First place is awarded to Utah Valley University Students: Bradley Boulton, C. Clark Harris and Nick Travato — sponsoring professor Dr. Jerry Mason. 1st Place: Woodbury School of Business — U.V.U. students: Bradley R. Boulton, Clark Harris, Nick Trovato, faculty: Dr. Jerry W. Mason 2nd Place: University of the Incarnate Word students: Cristal Gonzales, Jazmine Ramirez Felipe E. Villarreal, faculty: Dr. Alicia Rodriguez 3rd Place: Bowling Green State University students: Susan D. Lang, Lauren Little, faculty: Matthew H. Garrow
“ It is refreshing and encouraging to witness the inheritors of the financial planning industry. All submitted plans showed hard work and the finalists were of outstanding quality and detail," reported veteran financial advisor David Stitt. "Those who will follow us are informed, intelligent, innovative and industrious.”
2013–2014 Competition to send Finalists to Vegas The IARFC has extended its invitation to students to participate in the 2013-2014 Financial Plan Competition. The finalists and their faculty advisor will enjoy a 3 day, 2 night trip to Las Vegas to present their comprehensive financial plans to a team of judges.
The 2013-2014 Competition begins!
Sponsors Corporate — Gold
The Financial Plan Competition is partially supported by corporate and individual sponsorships. Participation as a sponsor is mutually beneficial. Join the list of esteemed supporters and have your name listed in the Register and on the IARFC website.
Individual — Gold Les W. Anderson, RFC® – Dacula, GA H. Stephen Bailey, RFC® – Charlotte, NC Edward J. Ledford, RFC® – Carmel, IN Edwin P. Morrow, RFC® – Middletown, OH Rosilyn H. Overton, RFC® – Flusing, NY Jon M. Rogers, RFC® – Greenville, SC
For details on participating or sponsorship contact the IARFC today: Call: 800 532 9060 Email: info@iarfc.org Visit: www.iarfc.org/FinancialPlanCompetition