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May 19

Diversity Symposium

Havir Win
Win Havir, NAIFA Trustee

 

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Join us for a series of interactive sessions with key leaders in the diversity & inclusion space that will lead financial services professionals through understanding where we are in today's workforce and how COVID-19 is rewriting the rules. The day will bring together financial services professionals across all practice areas, as well as governmental agencies and corporations as we explore what we can do together to impact diversity in the financial services industry.

Register to Watch On-Demand

Speakers

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Kevin Allis

National Congress of American Indians (NCAI)
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Angela Lapp-Johnson

Catalyst Recruiting & Consulting
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Delvin Joyce

Prosperity Wealth Group
kristen

Kristen Eskew

Consolidated Planning
darlene

Darlene Flagg

National Life Group
barbara

Barbara Turner

Ohio National Financial Services
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Lee Bethel

Comprehensive Benefit Services, Inc (LPL)
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Brian Haney

The Haney Company
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Silvia Tergas

Prudential Advisors

Thank You to Our Sponsor:

Horace Mann Catalyst Recruiting & Consulting

Schedule

11:50 AM EASTERN
ZOOM OPENS
Get logged in, check your audio, and greet other attendees.
12:00 PM eastern
Welcome & Start of the Symposium
Welcome to our virtual attendees, rules of the day and how to successfully interact.
12:10 PM Eastern
Tone at the Top: How Companies are Moving the D&I Needle
Corporate Panel
Moderated by: Angela Lapp-Johnson, Catalyst Recruiting & Consulting
Panelists:
Darlene Flagg; National Life Group
Kristen Eskew; Consolidated Planning
Barbara Turner, Ohio National
12:55 PM EASTERN
BREAK
Take a quick water or caffeine break.
1:05 PM Eastern
The Economic Case for Diversity: How Advisors are Using Diverse Markets to Build their Practice
Advisor Panel
Moderated by: Delvin Joyce, CLU, ChFC, RICP, Prosperity Wealth Group
Panelists:
Lee Bethel, CLU, ChFC, REBC, RHU, CAP, ChHC, AIF, CPFA, CASL, C(k)P, Comprehensive Benefit Services, Inc.
Brian Haney, CFS, CLTC, CFBS, CIS, LACP, CAE, The Haney Company
Silvia Tergas, Prudential Advisors
1:50 PM Eastern
BREAK
Grab a healthy snack to keep up your endurance.
2:00 PM Eastern
Keynote:
Kevin J. Allis
CEO of National Congress of American Indians (NCAI)
Navigating the Path: Diversity Challenges Indian Country Has Faced to Have a Seat at the Table