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2nd Annual Western Pennsylvania Insurance Symposium
August 25 @ 7:15 am - 2:30 pm
Join NAIFA-PA and the Pittsburgh Chapter of Financial Services Professionals for a day of learning and motivation in Pittsburgh.
7:15-8:00 Registation and Continental Breakfast
8:00-8:30 Welcome and Announcements
8:30-9:20 “Specialty Coverage for Specialty Situations,” Lori Boggs, Lloyds of London, PA Insurance and CFP CE 1 hr.
9:30-10:20 “LTC Insurance Insights and Advantages,” John Gibbon, CLTC, LUTCF, Mutual of Omaha, PA Insurance and CFP CE 1 hr.
10:30-11:20 Advisors Perspectives Panel
11:20-12:30 Working Lunch Buffett
12:30-1:30 “Habit + Process = Success,” with Juli McNeely, LUTCF, CFP, CLU
2:15 Thank You and Vendor Prizes
2:30-4:00 Happy Hour/Social
Juli McNeely, LUTCF, CFP, CLU, is president of McNeely Financial Services in Wisconsin, founded by her father in 1974. In 1996, Juli entered the financial services industry. She is a Past President of the National Association of Insurance and Financial Advisors (NAIFA), having served as the institution’s first female national president. She is also an active 13 year member of the industry’s Million Dollar Round Table.
Juli was named 2015 Women in Insurance and Financial Services (WIFS) “Woman of the Year,” among her other awards and commendations is NAIFA Wisconsin’s A. Jack Nussbaum Distinguished Service Award. She was designated one of the “Top 20 Women You Need to Know” in insurance by LifeHealthPro and has been interviewed by the Wall StreetJournal, Investment News, Reuters, InsuranceNewsNet, and National Underwriter.
Taking her passion for the financial services industry to launch a consulting practice allows her to share her experience and knowledge with those serving consumers on Main Street America.
Shannopin Country Club
1 Windmere Road
Pittsburgh, PA 15202