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Tuesday, October 10, 2023

Durham-Orange Estate Planning Council Lunch Meeting

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Durham Orange Estate Planning Council

DURHAM ORANGE ESTATE PLANNING COUNCIL

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Leadership

President

Deborah A McDermott, CFP®, JD
Smith Anderson
9198216726
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Vice President

James Mosrie, CPA
Wells Fargo Private Bank
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Membership Chair

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

Secretary

Kent Fisher, CFP®, CFA
Southern Investment Management Collective
919/602-1571
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Treasurer

Lee B. Pollard, CPA
Nelson & Company, PA
9194908585
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Board Member

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

Adam J. Hopler, Attorney
Hopler, Wilms, & Hanna, PLLC
(919) 244-2019
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Administrator

Sharon Kay Lassiter
DOEPC
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UPCOMING EVENTS

October 10, 2023

Durham-Orange Estate Planning Council Lunch Meeting

Senator Mike Woodard

See Event Details

November 14, 2023

Durham-Orange Estate Planning Council Lunch Meeting

Tom Sparks

See Event Details

January 9, 2024

Durham-Orange Estate Planning Council Lunch Meeting

TBA

See Event Details

February 13, 2024

Durham-Orange Estate Planning Council Lunch Meeting

Richard Nelson, CFA®, CFP®, AEP®

See Event Details

See Full Calendar

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National Association of Estate Planners & Councils

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