News & Events
June 1, 2019
Walk With Me Annual Easterseals Walk at the Zoo
This year marked Easterseals of Southeastern Pennsylvania 16th annual "Walk With Me" event. Caren and her family, Harris, Harper, Meredith, Steve, Hudson and Morgan annually participate in the Walk with Me national event to support Easterseals. Easterseals creates life-changing solutions so that people with disabilities can live, learn, work and play. The Levine family is always offering a helping hand and we can't wait for next year!
From left: In stroller, Harris Finn; Harper Finn; Daughter, Meredith Finn; Caren Levine; Steve Finn holding Hudson Finn and Morgan Roberts
February 9, 2019
MassMutual Greater Philadelphia 2018 Awards Dinner
Harris Fishman, General Agent, presented awards to the top performers at the MassMutual Greater Philadelphia Awards Dinner from 2018 at The Lucy in Philadelphia. Caren was the proud recipient of the Herman Levine Quota Buster Award which recognizes the top performer in the annual sales campaign. The Herman Levine award is named after her father, the late Herman Levine. Caren was also recognized for the eleventh year in a row for achieving MassMutual's Leaders, Blue Chip recognition programs, which recognizes her unwavering commitment to her clients and her year-over-year dedication to the development of her business.
Additionally, Caren was recognized in 2018 as "Advisor of the Year" which is an award in honor in one of our former General Agents, Ira E Mogul, CLU who passed away at the age of 90. We recognize his qualities of professionalism and character; his loyalty to the firm and the company; and as well as his commitment to the industry and our community. The recipient is honored for these same qualities, in addition to his or her production, performance and professional excellence. A second generation advisor, Caren provides her clients with a unique multi-generational approach based on family values and superior service. As an ELIF (Exceptional Level of In-force) she demonstrates an incredible level of consistently high standards of service and is considered to be the "best of the best".
July 19, 2018
Caren welcomed a grandson; Caren's daughter, Meredith and husband Steve welcomed a son. Harris Jet Finn was born on July 19th, weighing 8lbs. and was 20 inches long.
Harris Jet Finn
February 11 and 18th, 2016
And then there were four! Caren welcomed two more grandchildren within days of each other. Caren's daughter, Meredith and husband Steve welcomed a son. Hudson Chase Finn was born February 11, weighing 7lbs., 4 oz and 20.25 inches long. A week later, Caren's son, Matthew and his wife Lindsey welcomed their second son. Brody Griffin came into the world on February 18th weighing 6 lbs., 15 oz and 20 inches long.
Hudson Chase Finn Brody Griffin Levine
July 28, 2015
MassMutual's Leaders Conference
Attending MassMutual's Annual Leaders Conference in Orlando Florida, Caren was presented with the Exceptional Level of In-Force Award by Roger Crandall, Chairman, President & CEO of MassMutual. Exceptional Level of In-Force (ELIF) recognition is a measure of an advisor's long-term success and dedication. Recipients of this honor have a long history of quality MassMutual service and are considered to be the "best of the best" ELIF qualification demands consistent business development and growth year over year, along with unwavering quality and dedication to clients.
From left: Steven, Meredith & Harper Finn, Caren Levine, Roger Crandall
June 18, 2015
"Saavy Social Security Planning"
Caren and MassMutual's Regional Sales Director, Tom Cwikla led a discussion titled; "Savvy Social Security Planning: What Everyone Needs to Know to Maximize Retirement Income". The discussion centered around the pitfalls to be aware of when applying for Social Security benefits. The well attended event took place at Caffe Aldo Lamberti in Cherry Hill, New Jersey. Attendees learned about maximizing their benefits, minimizing taxes and how to coordinate Social Security benefits with other sources of retirement income.
January 10, 2015
First Financial Group's 2014 Awards Dinner
Harris Fishman, General Agent, presented awards to the top performers at First Financial Group's 2014 Awards Dinner at Cescaphe Ballroom in Philadelphia. Caren, the proud recipient of the Herman Levine Quota Buster Award which recognizes the top performer in the annual sales campaign. The award is named after her father, the late Herman Levine. Caren was also recognized for the tenth year in a row for achieving MassMutual's Leaders, Blue Chip and Top of Council recognition programs, which places her in the top five percent of MassMutual advisors nationwide. She was also presented with the prestigious Exceptional Level of In-force (ELIF) award which recognizes her unwavering commitment to her clients and her year-over-year dedication to the development of her business.
Caren receiving her 25th anniversary with MassMutual Financial Group
Leaders Conference Qualifiers
December 8, 2014
Caren's daughter, Meredith and husband Steven welcomed a daughter Harper Zoey Finn, born December 8th weighing 7 lbs., 11 oz.
Harper Zoey Finn
November 12, 2014
Having Confidence in Your Financial Future: "Discussing Financial Choices and Planning for Your Life"
Caren was invited to be a part of the Wharton Club of Philadelphia's financial planning panel discussion. The topic was "Having Confidence in Your Financial Future: Discussing Financial Choices and Planning for Your Life". Wharton alumni and guests listened as Caren provided financial tips and tricks to short and long-term planning on building financial confidence.
October 23, 2014
League of Women Voters of Central Delaware County
College loans and savings on your mind? Caren led a lively discussion on this popular topic, covering repayment strategies, loan eligibility and best practices for future planning.
October 23, 2014
Philadelphia Bar Association's Women in the Profession Committee Meeting
Presented “Pearls of Wisdom:" what you need to know about the unique financial issues women face and the strategies that help ensure financial security. In support of Breast Cancer Awareness month and Caren's financial literacy initiative for women, our team presented a financial donation to Living Beyond Breast Cancer in conjunction with the presentation.
From left: Ourania Papademetriou, WIP Committe Co-Chair; Regina Foley, WIP Committee Co-Chair; Caren R. Levine; Lynn Marks, Board Member, Living Beyond Breast Cancer and Former WIP Committee Chair; Meredith Finn
October 22, 2014
First Financial Group Honoring Top 25 Women Owned Business
First Financial Group hosted a luncheon honoring the Philadelphia Business Journal's Top 25 Women Owned Businesses. It was a welcome opportunity to meet fellow award winners and exchange personal success stories.
From left: Lisa Spector, President & CEO Staffing Plus; Meredith Finn, Harris Fishman, President & CEO First Financial Group; Caren R. Levine; Angela McCaffery, COO Bittenbender; Lyn Kremer, Publisher Philadelphia Business Journal
October 8, 2014
Union League of Philadelphia "Top 10 Tips & Tricks" to Financial Planning
During Ladies Night at the Union League of Philadelphia, we all enjoyed 'million dollar martinis' while Caren presented the "Top 10 Tips & Tricks" to financial planning.
September 25, 2014
Union League Hosts Top 100 Women-Owned Business Awards
The Union League of Philadelphia hosted the Top 100 Women-Owned Business Awards and Roundtable Discussions on winning strategies for life and the workplace. Topics included financial confidence, taking risks, impression management, negotiating to win and handling difficult conversations.
From left: Caren R. Levine; Rosalyn McPherson, President & CEO Urban League of Philadelphia; Jill Chernekoff, President Chernefkoff Communications LLC; Jonathan C. Ziegert, PhD, Associate Professor Drexel University; Caren R. Levine and Lu Ann Cahn, Veteran Journalist and Anchor NBC 10. Photo courtesy of Paul Coker, Philadelphia Business Journal.
September 18, 2014
First Financial Group Hosts Roundtable Discussion on Estate and Business Planning Strategies
It was a lovely evening with a lively discussion surrounding winning strategies for both life and the workplace hosted at First Financial Group's office. Some of the topics covered centered around estate, business and charitable planning. Our featured speaker was Kathryn Wakefield, JD**, CLU, Director, Estate & Business Planning with MassMutual.
**Licensed but not practicing on behalf of MassMutual or its affiliated companies.
News
Local Advisor Earns Elite 'Exceptional Level in Force' Award
Caren R. Levine Adds Prestigious ELIF Award to Her Many Accomplishments
Offering insight on financial strategies for women at the Philadelphia Bar Association's Women in the Profession Committee
Contribution Helps Breast Cancer Group
Featured in the New York Times providing perspective to women nearing retirement age with substantial assets
Older Women and Challenges of Wealth
Keynote speaker at the Philadelphia Business Journal's 2014 Women's Conference
2014 Women's Conference showcases winning strategies for the workplace