Next Meeting:
Wednesday, October 29, 2025
Education Legacy Planning - Need-To-Know Changes From The New Budget Bill
Site Links:
Contact: Sharon Lassiter, DOEPC Administrator
slassiter38@nc.rr.com or 919.868.0212
October 29, 2025
Heidi King
See Event Details
November 11, 2025
Advising In The Age of AI: Opportunities & Risks For Estate & Wealth Professionals
Nikin Shah & Gregg Bordes
February 10, 2026
Bernstein Private Wealth Management -- Topic To Be Announced
Bernstein Private Wealth Management Team Member -- TBA
May 12, 2026
Presentation Topic: TBA
TBA
See Full Calendar
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