Upcoming Events

YAT – Monthly Applicable Ideas Meeting


January 10, 2019
9:00 AM CST - 10:00 AM CST

TBA

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Professional Development Membership Meeting


January 15, 2019
11:00 AM CST - 1:00 PM CST

More details to follow

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YAT – Monthly Applicable Ideas Meeting


February 14, 2019
9:00 AM CST - 10:00 AM CST

TBA

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Legislative Day in Lincoln


February 19, 2019
8:00 AM CST - 1:00 PM CST

Lobby down at the Capitol

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CE & Bowling


February 22, 2019
1:00 PM CST - 5:00 PM CST

Details to follow

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State CE Day


March 13, 2019
9:00 AM CDT - 4:00 PM CDT

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YAT – Monthly Applicable Ideas Meeting


March 14, 2019
9:00 AM CDT - 10:00 AM CDT

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NAIFA-Omaha Awards Banquet


March 21, 2019
6:00 PM CDT - 8:30 PM CDT

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YAT – Monthly Applicable Ideas Meeting


April 11, 2019
9:00 AM CDT - 10:00 AM CDT

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Statewide Forum


May 02, 2019 8:00 AM CDT to May 03, 2019 1:00 PM CDT

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YAT – Monthly Applicable Ideas Meeting


May 09, 2019
9:00 AM CDT - 10:00 AM CDT

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Congressional Conference


May 21, 2019 8:00 AM CDT to May 22, 2019 1:00 PM CDT

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NAIFA/OAHU Golf Classic


June 13, 2019
12:00 PM CDT

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Young Advisors Team (YAT)

Early Career / Young Advisors

 
NAIFA's Young Advisors Team (YAT) is for members who are 40 years of age and under or within their first five years in the industry. YAT was created to ensure that young and new advisors receive the vital tools, resources, and networks necessary to succeed in the financial services industry.

When you're new to a profession it helps to have a little extra help to get you started. That's why NAIFA started the Young Advisors Team (YAT), dedicated to serving the needs of the industry's next generation. As part of YAT, you not only enjoy all of the benefits NAIFA offers, you have access to services designed only for those early in their career - all for no additional cost.

 

NAIFA-Omaha Young Advisors typically meet once a month in either a study group format or networking event.
 

NAIFA Members also have access to the following resources provided by NAIFA National:

  • NAIFA Coach: Managing your client and prospect relationships.
  • Monthly “Solutions Sessions”: Each month, NAIFA will feature a different practice management topic and invite 25 young advisors that register to participate in a one-hour, interactive group coaching session led by Advisor Solutions Coach Daniel C. Finley. Bring your challenge regarding the topic to be discussed in a peer group setting facilitated by an experienced coach.
  • The One Page Business Plan®: A step-by-step process to develop an actionable business plan and take your practice to the next level.
  • Tailored events and educational sessions at NAIFA’s annual conference.
  • Dedicated social media communities exclusive to YAT members. 
  • YAT Resource Guide, which includes additional information on the YAT Program and benefits available to NAIFA members.

Your company might help pay NAIFA dues!

Many of the industry's leading companies support NAIFA membership by contributing towards dues payments and facilitating payments. Click here for a list.

Current NAIFA YAT members can connect on FacebookLinkedIn and Twitter.

Please Note: If you are a NAIFA Member aged 40 and under or within your first five years in the business, you are automatically part of YAT. Make sure that the Date of Birth and License Year fields in your profile are completed. If you're not sure if this information is in your profile, contact us to verify.