Financial Finalists

Thomas Bindbeutel and Gracie Trokey are one of four teams to advance to the finals of the IARFC National Financial Plan Competition. Normally only three teams are selected, but for the first time in the history of the competition, the board selected four teams to advance. The selected teams will virtually present their final presentations April 22. This competition is sponsored by the International Association of Registered Financial Consultants. It is open to undergraduate university students who are enrolled in a financial services curriculum. From a fictional case narrative, the students are requested to craft a financial plan to present throughout the competition.