Speaker: Thomas C. Lambert, CLU, ChFC, VP/Senior Consultant & Advisor. Starting his career in the early ’80s, Tom has always served the financial and retirement objectives of small and mid-sized businesses. Tom’s history with WESPAC initially began in 1982, where he became a senior officer and principal by the late ’80s. Tom sought other entrepreneurial opportunities during the ’90s and early 2000’s, however he ultimately came back home to WESPAC in 2006. While devoting some of his time and skillset towards management, Tom prefers to dedicate most of his business time towards directly serving the needs of his clients. Professional credentials and educational background include Chartered Financial Consultant, Chartered Life Underwriter, graduate studies and certificates from The American College of Financial Services in Bryn Mawr, PA, QPA credentialing with the American Society of Pension Professionals & Actuaries, undergraduate studies at the University of the Philippines, and numerous industry courses/programs.
Regularly Scheduled Meetings –Chapter meetings are an ideal place to network and they provide educational opportunities for chapter members to learn more about critical payroll and compliance issues while earning Recertification Credit Hours (RCHs). Non members are charged a $20.00 Fee per Regular Meeting.