Wednesday April 30, 2014 at 2:00 PM PDT
Thursday May 1, 2014 at 3:00 PM PDT

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New York, New York, Hotel & Casino
3790 S. Las Vegas Boulevard
Las Vegas, NV 89109

2014 Conference Agenda

2014 Speakers

2014 Sponsors


Hotel Information (book your room here), if calling the hotel please use group code:  SCISM0414

Driving Directions 

The Educational Process Begins with You!

Join in the 2014 National Financial Plan Competition

Focus on Your Practice: Attend IMPACT BRANDING Workshop

Get Involved: Judge the National Financial Plan Competition

Access Industry Experts: Featured Speaker


Amy Primeau
International Association of
Registered Financial Consultants

2014 IARFC
National Financial Plan Competition

April 30 & May 1, 2014    NY, NY Hotel and Casino - Las Vegas, NV


Featured Speakers - 

Presentation, Build a Practice -
Day One Build Your Practice to create value for your clients. Until you have a client you have nothing. Learn and follow the steps that you have to take to build a practice. Decide how to get clients and who your prospects are.

Bill Moore has more than 33 years of experience in the Financial Services Industry and an immense knowledge of sales and marketing, management development, and agency building. Bill began his insurance career in 1977 as an agent with Mutual of New York. Moving into management, he integrated the Kinders’ systems and concepts as an Agency Builder for MONY. In 1982, Bill took his education and experience to the home office when he became Field Director of Development for both the sales force and sales management at MONY.

He returned to the field in 1986 and built a million dollar commission agency in Oklahoma. In 1990 he was transferred to Dallas, Texas and built a large commission agency, before retiring in 1997.

Based on his practice and understanding of the industry, Bill is a natural at providing companies the assistance needed to build strong management talent and solid producing agents.

Presentation, A Formula for Goal Success -
Crystalize your thinking, Determine a plan and a deadline for achieving a goal, Develop a desire for things you want, Develop confidence, and Develop determinations to follow through regardless of your circumstances.

Jon Rogers is a family man married to Jeanette O. Rogers, the father of three daughters, and the grandfather of 10 grandchildren. Jon brings over forty years of financial investment experience with a Ph.D. in Financial Management.

With quantifications in asset management, Jon specializes in the development of financial plans with major emphasis on wealth accumulation, retirement planning, investment planning and estate planning.

Jon is also an Adjunct Professor at Webster University and North Greenville University teaching Finance, Marketing, and Business. Along with his knowledge in the financial arena, Jon brings a lifetime of practical experience to the planning table. 

Corporate Sponsors


PreEvent: IMPACT BRANDING Workshop - April 30 (2-5:30pm)

Impact Branding
The competition for your clients is increasing. A strong brand projects your passion and commitment to clients and prospects. Brand loyalty is reinforced by continued efforts to positively project a favorable image. You don’t have to be a big company to promote your own brand. We help you discover what it is and how to build it. Workshop manual will be accompanied by an electronic Action Checklist that enables you to identify the branding moves that are most critical to your practice.

Workshop Presenters
Ed Morrow, CLU, ChFC, RFC and Les Anderson, MBA, RFC

Guest Speaker
Peter "Coach Pete" D'Arruda, CTC, RFC
Mastering the 7 Truths About Financial Radio and TV Shows

What insiders know, but don’t want you to. Don’t get knocked out by common Radio & TV misconceptions. Learn the cold hard truths from media expert and nationally syndicated radio expert.