|
|
|
|
 REGISTRATION NOW OPEN!
NAIFA-Jacksonville and Women in Insurance and Financial Services - Northeast Florida (WIFS) join together to kick-off the summer with a special President's Reception!Featuring our special guest, Juli McNeeley, CFP, CLU, LUTCF, NAIFA National President & WIFS Member!  Wednesday, June 24, 2015SPECIAL LOCATION! Casa Marina Restaurant, 6:00 - 8:00 pm
691 1st St. N, Jacksonville, FL 32250 - mapJuli McNeely is the president of McNeely Financial Services and she is the first woman to hold the office of President with the National Association of Insurance and Financial Advisors! Plan to join us in welcoming Juli to Jacksonville!
The cost to attend is $15.00.
Members of NAIFA and WIFS pay only $12.00!The first 5 members of NAIFA & first 5 member of WIFS to register will be refunded registration costs! * * Does not apply to board members of either organization.
Sponsored by NAIFA-Jacksonville & WIFS NEFL.  Don't miss this opportunity to mix and mingle with NAIFA National's first ever female president along with our current and past Presidents of NAIFA-Jacksonville & WIFS NEFL! 
Juli McNeely will also speak at our monthly Membership Luncheon Meeting:
 Thursday, June 25, 2015
PLEASE NOTE THE CHANGE OF LOCATION!
University Club, 11:15 AM - 1:00 PM
1301 Riverplace Blvd., 27th Fl., Jacksonville, FL 32207 - map
Plus the Changing of the Guard!
Our Membership Luncheon Meeting will also feature the Installation Ceremony for NAIFA-Jacksonville's 2015-2016 Officers & Board of Directors, and a New Member Orientation immediately after the luncheon.
The Membership Luncheon cost is $25.00.
NAIFA Members who pre-register pay only $20.00!
 ABOUT OUR GUEST SPEAKER:
Prior to a five-year period in the banking industry, Juli McNeely, CFP, CLU, LUTCF joined McNeely Financial Services in 1996 but grew up around the insurance and financial services industry. McNeely Financial Services is a 45-year-old independent agency founded by her father, Stephen McNeely. Juli now owns and operates the Wisconsin-based firm as her father has retired to Arizona. Juli specializes in the areas of retirement planning, business continuity and estate planning.
Juli has a Bachelor of Science degree in Marketing from Northwestern College in Roseville, MN. She has earned the Life Underwriters Training Council (LUTCF), Certified Financial Planner (CFP) and the Chartered Life Underwriter (CLU) designations. She is professionally affiliated with the National Association of Insurance and Financial Advisors (NAIFA) and, as of September 2014, serves as the National President. This is a position that, until now, has never been held by a woman.
Juli also holds the Series 7 and 63 securities licenses through SII Investments Inc. Juli is a qualifying member of MDRT and a member of WIFS. In 2011, Juli was the recipient of the NAIFA-Wisconsin A. Jack Nussbaum Distinguished Service Award. In 2013, Juli was named one of the "Top 20 Women You Need to Know" in insurance by LifeHealthPro.
Juli lives in Spencer, WI and proudly serves Main Street America. She enjoys travel, spending time with family and friends, serving on various community boards, and is active in her church.
|
 |
|
|
|
|
|
|
