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BEGIN:VEVENT
DTSTART:20221011T154500Z
DTEND:20221011T170000Z
LOCATION:Hope Valley Country Club
UID:2339220221011T154500ZDurham-Orange Estate Planning Lunch Meeting 
DTSTAMP:20260524T155703Z
DESCRIPTION:\nRegistration Is Now Closed! \n \nIf You Would Like To Register To Attend, Please Contact Administrator, Sharon Lassiter\n \nslassiter38@nc.rr.com \n \nDURHAM-ORANGE ESTATE PLANNING COUNCIL \n \nJOIN US ON TUESDAY, 10.11.2022 -- 11:45 A.M. -- 1:00 P.M. \n \nHOPE VALLEY COUNTRY CLUB -- DURHAM \n \nGUEST SPEAKER: ANDREA MILLAR, CPA/PFS, RLP, CFLA, CSA\n \nPRESENTATION TOPIC:  \n \nHOW LIFE PLANNING  CAN ADD VALUE TO ESTATE PLANNING SERVICES \n \n \n \nDo your clients sometimes drag their feet when it comes to getting their Estate Planning in order? \n \nWould you like to find a way to get them more eager about taking action? \n \nIn this Session, you will learn: \n \n1.  What life planning is and how it relates to Estate Planning. \n \n2.  What stops clients from taking action on their vision and their goals. \n \n3.  The power of helping clients recognize what they want. \n \n4.  How to take next steps to integrate life planning with your services.  \n \n \n \nREGISTER NOW TO ATTEND!\n \nwww.doepc.org \n \nQuestions:  Contact Sharon Lassiter, Administrator \n \nslassiter38@nc.rr.com -- 919.868.0212 \n \n \n \nAndrea 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.\n \nAndrea 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. \n \nPrior 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.\n \n \n \nTo: DOEPC Members\n \n[If You Have Paid Your 2022-23 Membership Dues, We Thank You!]\n \n[If You Have Not Yet Paid Your 2022-23 Membership Dues, We Appreciate Your Prompt Payment]\n \nMembership Dues 2022-23\n \nMembership 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:\n \nThe Durham-Orange Estate Planning Council\n \nAttention: Sharon Lassiter, Administrator\n \nPost Office Box 51542\n \nDurham, North Carolina 27707\n \nChecks are made payable to:  The Durham-Orange Estate Planning Council\n \n \n \n \n \n \n
SUMMARY:Durham-Orange Estate Planning Lunch Meeting  - Durham Orange Estate Planning Council 
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