Durham-Orange Estate Planning Lunch Meeting
Registration Is Now Closed!
If You Would Like To Register To Attend, Please Contact Administrator, Sharon Lassiter
slassiter38@nc.rr.com
DURHAM-ORANGE ESTATE PLANNING COUNCIL
JOIN US ON TUESDAY, 10.11.2022 -- 11:45 A.M. -- 1:00 P.M.
HOPE VALLEY COUNTRY CLUB -- DURHAM
GUEST SPEAKER: ANDREA MILLAR, CPA/PFS, RLP, CFLA, CSA
PRESENTATION TOPIC:
HOW LIFE PLANNING CAN ADD VALUE TO ESTATE PLANNING SERVICES
Do your clients sometimes drag their feet when it comes to getting their Estate Planning in order?
Would you like to find a way to get them more eager about taking action?
In this Session, you will learn:
1. What life planning is and how it relates to Estate Planning.
2. What stops clients from taking action on their vision and their goals.
3. The power of helping clients recognize what they want.
4. How to take next steps to integrate life planning with your services.
REGISTER NOW TO ATTEND!
www.doepc.org
Questions: Contact Sharon Lassiter, Administrator
slassiter38@nc.rr.com -- 919.868.0212
Andrea Millar, RLP®, CSA, CFLA, CPA/PFS is the Founder of Andrea Millar Life Planning (andreamillarlifeplanning.com). She spent decades in the CPA and financial planning professions before tragic events woke her up and sent her on the path of seeking more meaning and fulfillment in her life. She now coaches busy business owners and professionals to let go of what isn’t working so that they can reclaim what is most important in their lives. Most of her clients are CPAs, financial planners, and their clients. She holds the Registered Life Planner (RLP®) credential from the Kinder Institute of Life Planning, CFLA coaching credential from the Fearless Living Institute, Certified Sparketype Advisor (CSA) credential from The Good Life Project, and is currently studying with the Academy for Coaching Excellence.
Andrea is the Immediate Past Director of the American Institute of Certified Public Accountants (AICPA) Personal Financial Planning Division. Her responsibilities included working with AICPA leadership and the Personal Financial Planning (PFP) Executive and PFS Credential Committees to drive initiatives on behalf of AICPA members who provide tax, estate, retirement, investment and risk management planning to individuals, families, and business owners.
Prior to joining AICPA, Andrea spent most of her career in the Personal Financial Planning Division at KPMG, LLP. She focused on ensuring her individual clients and their closely held entities needs were met in the areas of tax, estate, retirement, risk management, and investment planning. Andrea received her degree in accounting from North Carolina State University and holds her CPA license in the states of North Carolina and Virginia. She also holds the AICPA's Personal Financial Specialist credential.
To: DOEPC Members
[If You Have Paid Your 2022-23 Membership Dues, We Thank You!]
[If You Have Not Yet Paid Your 2022-23 Membership Dues, We Appreciate Your Prompt Payment]
Membership Dues 2022-23
Membership Dues are $220.00 and are now due. You may pay your dues on-line, via credit card on the website, or if you prefer to mail a check, please mail to:
The Durham-Orange Estate Planning Council
Attention: Sharon Lassiter, Administrator
Post Office Box 51542
Durham, North Carolina 27707
Checks are made payable to: The Durham-Orange Estate Planning Council
