A Family Mission 

Patricia (Trish) May is a third-generation NAIFA member and the Young Advisor Team (YAT) Chair for NAIFA-PA. May and her sister, Carina Hatfield, followed in the footsteps of their father and grandfather and now run Weigner Insurance.

As a child, May thought the world of insurance was boring. With her father in the office and her mother raising the children at home, on Take Your Child to Work Day, May chose to stay home and help her mother clean rather than spend time at her father’s office. However, May’s opinion changed in adulthood, as she realized the importance of insurance and financial planning. 

Carina Hatfield, LUTCF, LACP, CLCS, of Spring City, PA, is the National Association of Insurance and Financial Advisors (NAIFA) Young Advisor Team Leader of the Year for 2020.

The Young Advisor Team of the National Association of Insurance and Financial Advisors (NAIFA) is proud to announce the launch of a new Future Leaders program for students interested in careers in the financial services industry. The new program is under the oversight of NAIFA National’s Young Advisor Team Committee, chaired by Blake Gillies, DIA, Brokerage Director, Acacia Financial Group.

The new Future Leaders program expands the offerings of NAIFA’s Talent Development Center of Excellence, launched in Q2 2020. The Talent Development Center is a new initiative of NAIFA to create a content and event hub focused on topics of personal and professional performance during every stage of the advisor business lifecycle. In addition to the Young Advisor Team, which focuses on programs for advisors under the age of 40 or with less than 5 years in the business, The Talent Development Center also houses NAIFA’s Diversity, Equity & Inclusion work and award programs.

Featuring Brian Haney, CLTC, CFS, CIS, CFBS, LACP, CAE, Vice President of The Haney Company, and Kelly Haney, author of www.crazyhealthlady.com. The webinar is available on-demand.

View the Webinar On-Demand Now.

Why Is Work-Life Balance Important?