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1 min read

NAIFA Trustee Aprilyn Chavez-Geissler Featured in Upcoming DEI Webinar

By NAIFA on 12/2/22 1:17 PM

On December 6, NAIFA-National Trustee and Gateway Insurance and Financial Services Vice President Aprilyn Chavez-Geissler will be a featured speaker for the webinar "Beyond Sentiment: The Business Benefits of DEI," presented by Financial Planning magazine

The webinar will discuss how recent research can help you craft a strategy for diversity, equity, and inclusion (DEI) that is well-defined, driven by company leaders, and connected to business outcomes.

Topics: Diversity, Equity & Inclusion Webinar Leaders
1 min read

NAIFA Leaders Ring the Nasdaq Opening Bell

By NAIFA on 10/27/22 11:09 AM

This month, NAIFA leaders attended the ringing of the Nasdaq opening bell. NAIFA-NM President Chad Cooper, MBA; NAIFA-National Trustee Aprilyn Chavez Geissler, LACP; and NAIFA-CA Past President Shane Westhoelter, AEP, CLU, LUTCF, LTCP, appeared in support of THRIVE, which aims to educate and activate 1 million Black and Latino investors to build wealth.

Topics: Diversity, Equity & Inclusion Leaders
2 min read

NAIFA Member Win Havir Promotes Diversity in California Broker Magazine

By Ronan Friend on 7/22/22 12:09 PM

What’s your money story? 

In California Broker, Win Havir, CPCU, CLF, LUTCF, LACP, tells her “money story” of growing up in East Los Angeles as the child of an immigrant. Her father, who immigrated from China as a child, would often say “We don’t have any money.” Havir talks about the effect this mantra had on her developing inner narrative, saying, “I was embarrassed and didn’t understand why we stood in line to get huge blocks of orange cheese, powdered milk, and a loaf of white bread.” However, this mindset helped her be empathetic and help others develop financial literacy. 

Topics: Diversity, Equity & Inclusion Members Leaders
2 min read

Loyal NAIFA Member Gilbert Mares Wins the Will G. Farrell Public Service Award

By NAIFA on 6/3/22 10:54 AM

Congratulations to loyal NAIFA member Gilbert Mares, MPA, LUTCF, 2022 winner of the prestigious Will G. Farrell Public Service Award!

Topics: #NAIFAProud Member Congratulations! Leaders Award
1 min read

NAIFA Expands Its Leadership in Life Institute Product Line

By NAIFA on 4/21/21 2:58 PM

NAIFA is proud to announce the general availability of its online version of the Leadership in Life Institute (LILI) program. The online version of LILI is a new extension of the product line that allows for participants to undertake the six-month program without the need to travel.

Topics: Leaders
2 min read

Chris Gandy is Dedicated to Financial Security for all

By Suzanne Carawan on 2/11/21 12:11 PM

In sports, it's known as a hot streak and there can be little doubt that Chris Gandy is on one...again. According to the NCAA, the chances of going pro in men's basketball is 1.2% beyond high school, but Gandy did it. The chances of making it through the first years in the financial services industry is often cited as less than 15%, but Gandy did it. Being featured in GQ? Done that. Top producer in OneAmerica? He's got that accolade, too. Making the cover of your industry's magazine? Check. President of NAIFA-Chicagoland? Game on. Key stakeholder in the future of the premier association in the financial services industry that is the voice of the American advisor? He's our guy.

Topics: Members Advisor Today Leaders

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