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Tuesday, September 15, 2026

NC Treasurer Brad Briner Dinner Meeting

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Durham Orange Estate Planning Council

DURHAM ORANGE ESTATE PLANNING COUNCIL

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Leadership

President

Bonnie O'Quinn, CFP®
Level Four Financial, LLC

Membership Chair

Adam J. Hopler, Attorney at Law
Hopler, Wilms, & Hanna, PLLC
919/244-2019
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Treasurer

Jeffrey O. Copeland, CPA
Nelson & Company, P.A.
919/490-8585
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Board Member

Nathan Byrd, CFP®, CFA
Hamilton Point Investment Advisors
919/636-3765
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Board Member

Katie Villegas, CFP®, CSRIC®
Root Financial Partners
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Administrator

Sharon Kay Lassiter, DOEPC Administrator
The Durham-Orange Estate Planning Council
919/868-0212
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UPCOMING EVENTS

September 15, 2026

NC Treasurer Brad Briner Dinner Meeting

Brad Briner, NC State Treasurer

See Event Details

October 13, 2026

Lunch Meeting

TBA

See Event Details

November 10, 2026

Difficulty After Death -- Wrongful Death & Family Settlements In Estate Administration

Catherine Wilson, Assistant Professor of Public Law & Government

See Event Details

February 9, 2027

Lunch Meeting

TBA

See Event Details

See Full Calendar

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National Association of Estate Planners & Councils

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