DURHAM ORANGE ESTATE PLANNING COUNCIL

 THE DURHAM-ORANGE ESTATE PLANNING COUNCIL

NOTE!!! 

DATE, DAY & TIME CHANGE

FROM OUR NORMAL MEETING SCHEDULE!  

PLEASE MAKE PLANS

TO JOIN US ON

WEDNESDAY, 10.29.2025

AT

THE UNIVERSITY CLUB

3100 TOWER BOULEVARD, 17TH FLOOR -- DURHAM 

12:30PM -- 1:30PM 

GUEST SPEAKER: HEIDI KING 

PRESENTATION TOPIC: 

EDUCATION LEGACY PLANNING: 

NEED-TO-KNOW CHANGES FROM THE NEW BUDGET BILL 

Heidi leads the education team for College Inside Track, an organization that helps families navigate the college process, find the right fit and get the best price at schools they are considering. She is considered a national subject-matter expert on late-stage college planning and trains financial professionals around the country on strategies they can use to better serve clients. In addition to being a featured speaker at financial services conferences and high schools, Heidi is a mom of 2 kids with very different goals for college so she is no stranger to the college search challenge.

Education Legacy Planning

Need-To-Know Changes From The New Budget Bill

The new budget bill has significantly reshaped college planning and will require new strategies for parents and grandparents. Student loan and parent loan rules for both undergrad and grad students have changed, 529 Plans have been expanded and financial aid families receive from colleges will be affected. We will explain the myriad of changes and what advisors need to know to navigate the new college planning landscape with their clients.