August 6, 2014 - Cruising through the warm
waters on Royal Caribbean’s “Navigator of the Seas” recently provided members
of the International Association of Registered
Financial Consultants (IARFC) significant opportunities to network during
its two days of continuing educational programs. Presentations by financial service
professionals gave attendees new insights into their already successful
businesses while exploring new countries and cultures.
of call on this route included Roatan and Belize. In these exotic places, IARFC members and
their families experienced diverse activities such as playing with monkeys,
holding parrots and macaws in their hands, to floating down the Caves Branch River
in Belize where headlights lit up underground waterfalls and various cave formation
of stalactites. Cozumel, popular for
diving and snorkeling, provided more fun and adventure with options to enjoy
the water sports, private beach spots or shopping.
At this year’s continuing
education seminars, attendees followed a new schedule format of two half
days. Jon Rogers, RFC® (Rogers Financial Group
LLC, Greenville, SC) kicked off the presentations with subject matter dealing
with the Emotional Quotient – which
is understanding clients emotionally, in order to connect with them on a deeper
level. Michelle Blair, RFC® (Design Capital Planning
Group, Inc., Smithtown, NY) spoke on Managing
a Professional Office and Steve Bailey, RFC®,( HB Financial Resources, LTD, Charlotte, NC) discussed
Transitioning your Practice. Bailey’s personal experience and advice to those in
similar situations was extremely practical.
addition, George Flack, RFC® (Flack Advisory Services Group, Victoria,
Australia) and Bill Lawrence (Tax Invest Etc., Queensland, Australia) shared
current legislation from “down under” and how financial practitioners have to
adapt to new and uncomfortable government regulations. “In my 32 years of experience, I have never
stopped learning,” reflected Steve Stack, RFC® (Estate & Financial Services, Durham, NC.) “The CE@SEA™ always offers something
new that I can apply to advance my business.”
time attendee and presenter Jack Peters, RFC® (Horter Investment Management, LLC, Cincinnati, OH) said, “The CE@SEA™ was
very informative. I learned several
things that I will take back and put into practice immediately.”
are already set on the 2015 cruising itinerary. A smaller, intimate cruise is planned for the
British Isles – starting at Edinburgh, then London, through the Channel Islands,
Milford Haven in Wales and Dublin. Experienced
CE@SEA™ cruisers are enthusiastic and already booking.
find out more about the 2015 schedule, contact Starr
Morrow, Cruise Director for the IARFC at Starr@IARFC.org
or call 423.741.8224423.741.8224.