Omaha / Lincoln Joint Meeting
Annual OEPC / LEPC Joing Meeting and Golf Event
Wednesday, September 16, 2015
Quarry Oaks Golf Club
16600 Quarry Oaks Drive
Ashland, NE 68003
9:00 am - Check-In and Networking
9:30 am - 11:00 am – Meeting and Program by Tom Lipscomb, CLU
11:00 am - Lunch for ALL Meeting Attendees
12:00 pm - Shotgun Start for Registered Golfers
($67 includes cart and 18 hole green fee)
INCOME TAX IS THE NEW ESTATE TAX: CREATIVE AND RELEVANT STRATEGIES TO MITIGATE THE INCOME TAX IN THE ESTATE PLAN - Tom Lipscomb, CLU
Tom Lipscomb has been a Financial Representative with Northwestern Mutual since 1985. Eleven times he has been among the top twenty producers for the company out of over 7,000 representatives as a result of his focus on helping successful clients understand “what’s possible” in the areas of estate planning and tax-favored wealth accumulation planning.
Tom has earned the Chartered Life Underwriter designation (CLU®), and has a Bachelor’s and Master’s degree from the University of Kansas in Saxophone Performance. He is a seventeen year qualifier for the Million Dollar Round Table’s Top of the Table designation.
Tom and his wife, Kari, have two children, Anna (age 17) and Thomas (age 14). They live in Overland Park, Kansas. Tom plays saxophone on his church music worship team and is on the board of several local ministries. His hobbies include kids’ activities, bicycling, traveling, and music.
1-hour continuing education credit for Life Insurance, CLE, CPE, CFP and PACE (pending approval).