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Financial Planning Month-October

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NAIFA’s Immediate Past President Receives WIFS’ Woman of the Year Award

By NAIFA on 11/5/15 9:36 AM

Topics: People News

McNeelyNAIFA’s Immediate Past President, Juli McNeely, CFP, CLU, LUTCF, is the winner of the Women in Insurance and Financial Services’ 2015 Woman of the Year Award. McNeely was honored with the prestigious award during WIFS’ conference held late last month in Baltimore.

The Woman of the Year Award is the highest level of recognition a WIFS member may receive from her peers. It is focused on recognizing current and ongoing involvement in WIFS and making a difference in the industry.

“I am thrilled to be the recipient of the 2015 WIFS Woman of the Year Award,” McNeely said. “It is one of the most special awards I have ever received and one that I will cherish forever.”

In addition to serving as NAIFA’s Immediate Past President, McNeely is President of McNeely Financial Services, Inc., located in Spencer, Wisconsin.  Its mission is to help clients build and preserve their wealth and lead them down the path to obtaining their financial goals and dreams.




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