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Welcome Future Leaders!

We invite you to attend our 2022 Fall Future Leaders Program. This program is 45 minutes a week for 4 weeks. While we encourage you to participate live, you can also catch up on-demand.

We are the co-chairs of the National Young Advisor Team committee which we call YAT. The YATs in NAIFA are composed of those members who are either under 40 years old, or have been in the business 5 years or less.

We are the next generation of possible state chapter presidents and members of the National Board of Trustees. Our role is to ensure that NAIFA develops the programming and culture to attract and retain young advisors.

On behalf of the YATs, we are delighted to welcome you into our fold and help you on your educational journey as you consider a career in financial services. We understand that this industry can be daunting. This program is designed to break it down for you and help you determine where you best fit.

Students attending all sessions will receive a certificate and a recommendation from NAIFA. As an added bonus, participants will receive an account with EveryIncome. 

We look forward to meeting you!

Carina Hatfield, LUTCF, CLCS, LACP

Danny O'Connell, MBA, LACP

Download The Future Leaders Flyer

Register for the Fall 2022 Session


Fall 2022 Schedule

Each session runs from 12:00-12:45 pm eastern

October 6th
Understanding the Industry
Delvin Joyce, CLU, ChFC, RICP
As you prepare for a career in the financial services industry, what do you need to know upon graduation? Hear from former NFL player, Delvin Joyce about the things he knows now, that he wished he would have known when he started his career.
October 13th
Finding Your Best Fit
Evelyn Gellar, LUTCF, RICP, CLTC
Getting started with a career in the financial services industry often can be overwhelming. It means figuring out what you want to do and where you fit. In this session, hear from a recruiter about finding your passion and where it fits into the industry so you can hit the ground running upon graduation.
October 20th
Choose Your Own Adventure: Career Options in the Industry
Cheryl Canzanella, LUTCF, CLU, ChSNC, Mimie Yoon-Lee, Derek Scheetz & John D. Richardson, RICP, LACP
Let 4 financial services professionals pitch you to follow in their footsteps by telling you what they do, how they got there & why they love it.
October 27th
Chris Gandy, LACP
Hear from former NBA player and the top producer at OneAmerica, Chris Gandy, on his best practices for getting started and staying ahead. In a competitive industry, learn tips and discover tools to differentiate yourself.
October 27th | 12:45 pm eastern

2022 Supporters


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Participating Schools

Alabama A&M University
American University
Appalachian State University
Austin Peay University
Ball State University
Baylor University
Boston University
Bradley University
California State University
Cambridge College
Chippewa Valley Technical College
Clemson University
Colorado State University
Columbia University in the City of New York 
Creighton University
Delaware County Community College
Delaware State University
Delta State College
Drake University
Eastern Kentucky University
Excelsior College
Ferris State University
Florida State University
George Mason University
Georgia State University
Harper College
Hondros College
Hutchinson Community College
Illinois State University
Illinois Wesleyan University
Immaculata University
Indiana State University
Indiana Wesleyan University
Iowa State University
Kansas State University
LaSalle University
Loras College
Martin University
Mercyhurst University
Miami-Dade College
Miami University
Michigan State University
Middle Tennessee State University
Minnesota State University
Mississippi State University
Missouri State University
The Ohio State University
Oklahoma City Community College
Old Dominion University
Penn State University
Polk State Community College
Purdue University
Roosevelt University
San Francisco State University
Seattle University
South Florida State College
St. Cloud State University
St. John's University
State University of New York-Buffalo
Temple University
Texas A&M
Texas Tech University
The Ohio State University
Thomas Edison State University
Troy University
Tulane University
Tulsa Community College
University of Alabama
University of California-Northridge
University of Central Arkansas
University of Central Michigan
University of Colorado-Boulder
University of Connecticut
University of Illinois
University of Florida
University of Georgia
University of Hartford
University of Louisiana-Monroe
University of Maryland
University of Memphis
University of Minnesota
University of Mississippi
University of Missouri
University of Nevada-Las Vegas
University of New Orleans
University of North Florida
University of North Texas
University of Northern Iowa
University of Pennsylvania
University of South Carolina
University of St. Thomas
University of Tennessee-Knoxville
University of Wisconsin-Madison
Virginia Commonwealth University
Virginia Tech University
Walden University
Washington State University
Western Kentucky University
Wright State University





Interested in Getting Your School Involved?

We look forward to learning more about you and how we can partner together to transition more students into careers in the financial services industry.