OEPC Lunch - February 2025

Date: Tuesday, February 18, 2025
Time: 11:30am - 1:00pm
Location: Happy Hollow Club
Speaker: Greg Kizer

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AGENDA
11:30 - Lunch Buffet & Networking
12:00 - OEPC Meeting & Program
  1:00 - Conclude

1 hour of CE for NE & IA legal, NE accounting, NE insurance and CFP (pending approvals). General certificate available for self-reporting additional designations. 

SPEAKER BIO
Greg is Senior Vice President at ITM and is in charge of new business development and managing client relationships. He has been providing risk management solutions to fiduciaries since 2011 and has extensive knowledge in the Trust Owned Life Insurance industry. Prior to the ITM TwentyFirst and RIC merger in 2022, Greg was a senior leader at RIC and instrumental in establishing, servicing and growing client relationships with banks & trust companies of all sizes nationwide. Greg received his MBA from DePaul University’s Kellstadt Graduate School of Business and BS in Finance from the University of Kansas. He is a Chartered Alternative Investment Analyst.
 

QUESTIONS?
Contact Stacie Sarasio @ 402.210.9446 or Stacie@OmahaEstate.org

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