NAIFA-Fond Du Lac Membership Meeting
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2/15/2018
When: February 15, 2018
7:45 a.m.
Where: Holiday Inn
625 W. Rolling Meadows Drive
Fond du Lac, Wisconsin  54937
United States
Contact: Sharon Steger
920-602-7061

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NAIFA-Fond du Lac Membership Meeting

When:
Thursday, February 15, 2018
7:45 a.m.

Where:
Holiday Inn
625 W. Rolling Meadows Drive
Fond du Lac, Wisc. 54937

Schedule:
7:45 a.m. Registration
8 a.m. Success Strategies (2 CECs), Juli McNeely
9:45 a.m. Breakfast
10:10 a.m. Primer on Social Security 2018 (2 CECs), Ruthann Driscoll

Educators:
Juli McNeely, CFP, CLU, LUTCF
Prior to a five year period in the banking industry, Juli 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/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 served as the National President. This is a position that, until now, has never been held by a female. 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, Wisconsin and proudly serves Main Street America. Juli enjoys travel, spending time with family and friends, serving on various community boards and is active in her church.

Ruthann M. Driscoll, JD, CFP, CLU, RICP
Ruthann has had a long and varied legal career. After a number of years in private practice, focusing on estate planning and probate, Ruthann spent the last 10 years as the Director of Advanced Planning at Northwestern Mutual. During her years at NM, Ruthann developed a deep expertise around retirement issues, and specifically on Social Security and Medicare, and has presented at industry conferences nationwide on these subjects. Ruthann has recently returned to private practice and, as part of that practice, offers individual consultation to clients on Social Security issues.

Cost:
NAIFA-Fond du Lac Members and Guests: FREE (Includes Breakfast) 

Registration:
Please RSVP to Sharon Steger via email at adminnaifafdl@gmail.com or 920-602-7061 no later than Friday, February 9 to confirm your attendance.

National Association of Insurance and Financial Advisors-Wisconsin

Regional Office
600 State Street, Suite A
Cedar Falls, IA 50613