Lunch & Learn with ADDP Business Member: Gallagher

Thursday, October 22, 2020 - 12:30pm to 1:00pm

Managing Organizational and Workforce Financial Challenges in a Pandemic

As nonprofit organizations continue to face financial challenges due to COVID-19, so do their employees. This Lunch & Learn will discuss leveraging the retirement program to help meet the organization’s financial challenges as well as strategies that outline how to reduce the financial stress employees are feeling to lessen the impact on your organization.

Your Hosts

Michel S. Levin, Accredited Investment Fiduciary

Mr. Levin has over 25 years of experience working with employers to help them best manage their retirement benefit programs. Mr. Levin works with plan sponsors to assist them maximize the performance of their 401(k), 403(b), Defined Benefit Pension, and Executive Retirement programs. His specific expertise is to understand an organization’s and its’ employees overall needs and then develop innovative strategies to allow the retirement plans to most effectively support these goals.

Mr. Levin has been a featured speaker at several regional industry conferences as well as the Plan Sponsor National Conference. In addition, he has contributed articles regarding pension investments, plan design and education and communication strategies to several trade magazines.

Catherine T. Daley, Area Vice President

Catherine Daley is an area Vice President for Arthur J. Gallagher in the Employee Benefits Practice. Since joining the firm in 2007, Ms. Daley has been responsible for developing, managing and advising clients with respect to their employee benefit programs and provides other related consulting services with a focus in the nonprofit area. Ms. Daley uses her knowledge within the human resources and employee benefits area to help clients analyze, strategize and implement effective employee benefit programs designed to meet clients’ strategic needs and helps them sustain their missions.

To Learn More About Gallagher, click HERE

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