Wufoo
How Servicing Makes or Breaks Your Succession Plan
This webinar is now available on demand.
Click here to view.
This complimentary webinar is open to all credit union leadership and board members.
Your board has significantly invested in your succession plan and anchored it with executive benefits. Now the real work begins! Much like a shiny new car, in order for your investment to work as intended, servicing plays a critical role in identifying key issues before disaster. Plus, with proper servicing, you can maximize the efficiency and impact of your investment.
In this webinar you’ll learn how to assess your needs, mitigate expenses, and ask the right questions on the front end to avoid those red flags that can lead your plan off track.
Presenters:
Matt Jakubowski, ARM, AAI, Vice President*
Matt joined Gallagher in 2013 and has been focused on serving the needs of complex, tax-exempt organizations. He works alongside boards and executives in the credit union movement to build efficient plans that benefit the organization while rewarding and retaining those leaders. Risk & Insurance has twice identified Matt as a Power Broker for not-for-profits, and recently identified him as a Rising Star.
Kraig Klinkhammer, Chief Operating Officer
Kraig has more than 20 years of experience in executive benefits, asset management, and various applications of life insurance and financial planning. As COO of the Life and Executive Benefits Practice, he is responsible for managing investment and portfolio strategy for Gallagher Benefits Services. He works closely with asset management firms, life insurance companies, and other financial service organizations to ensure the firm’s principals and consultants have competitive solutions to meet unique client objectives.
*Matt Jakubowski is not securities licensed/affiliated with Triad Advisors, LLC.
Gallagher Fiduciary Advisors, LLC (“GFA”)
is an SEC Registered Investment Advisor that provides retirement, investment advisory, discretionary/named and independent fiduciary services.
GFA
is a limited liability company with Gallagher Benefit Services, Inc. as its single member.
GFA
may pay referral fees or other remuneration to employees of AJG or its affiliates or to independent contractors; such payments do not change our fee. Neither Arthur J. Gallagher & Co.,
GFA
, their affiliates nor representatives provide accounting, legal or tax advice.
Securities may be offered through
Triad Advisors, LLC (“Triad”)
, member FINRA/SIPC.
Triad
is separately owned and other entities and/or marketing names, products or services referenced here are independent of
Triad
. Neither
Triad
nor their affiliates provide accounting, legal or tax advice.
Questions/Comments:
Do Not Fill This Out
This site is protected by reCAPTCHA Enterprise and the Google
Privacy Policy
and
Terms of Service
apply.