BEGIN:VCALENDAR
PRODID:-//hacksw/handcal//NONSGML v1.0//EN
VERSION:2.0
METHOD:PUBLISH
BEGIN:VEVENT
DTSTART:20221108T164500Z
DTEND:20221108T180000Z
LOCATION:Hope Valley Country Club -- Durham, North Carolina
UID:2353120221108T164500ZDurham-Orange Estate Planning Council Lunch Meeting
DTSTAMP:20260524T155745Z
DESCRIPTION:\nRegistration Is Now Closed!\n \nIf You Would Like To Attend The Lunch Meeting, Please Contact Sharon Directly at: slassiter38@nc.rr.com \n \nThank you! \n \nPLEASE JOIN US!\n \nRegistration Is Now Open! \n \nTHE DURHAM-ORANGE ESTATE PLANNING COUNCIL\n \nLUNCH MEETING -- TUESDAY, 11.8.2022 --- 11:45 A.M. -- 1:00 P.M.\n \nHope Valley Country Club -- Durham, North Carolina \n \nGuest Speaker: William H. Tate \n \nPresentation Topic: \n \nVeteran's Life, Death, Money; Secrets & Benefits Everyone Must Know\n \n1.  What are Veteran Care Benefits and Disability Ratings? \n \n2.  How does a Veteran qualify for Benefits and a VA Disability Rating? \n \n3.  What are Family Caregiving and Death Benefits? \n \n4.  How is the new PACT Act a game-changer for some Vets? \n \n\n \nWILLIAM TATE was a young, proud patriot, so he joined the Army at age 17. By age 20, he was a commissioned officer and wearing a Green Beret. During his 18 years career, he helped people in Africa, Central America, Europe, and the Middle East. \n \nHe served two Gulf War tours, totaling 13 months in Saudi Arabia, Kuwait, and Bahrain. As a result, he suffered a service-connected, VA-rated disability. Thus, he can speak from personal experiences dealing with the Veterans Administration (VA). \n \nWilliam always possessed a strong interest in stock market investing. At age 14, he made his first profitable stock market trade and wanted to keep it going.  \n \nSo after his “Captain America” Army life, he moved to Silicon Valley and became one of Tony Robbins' first Wealth Mastery Coaches. The following year, Morgan Stanley recruited him to become a Financial Advisor, Manager, and Trainer.\n \nBut his passion had always been teaching others. So using his 20+ years of training and coaching skills, he taught California Prudent Investor Act and Fiduciary Standards to Bay area lawyers, enrolled agents, and CPAs for their continuing education (CE) credits. He was also active in the Professional Fiduciary Association of California (PFAC) community.\n \nSeveral lawyers, EAs, and CPAs sent him their clients with “sudden millionaire” situations. They brought William their widows, divorcees, and stock option millionaire cases. His most intriguing referral was a $290 million lawsuit settlement. \n \nHe was also a family philanthropy advisor to the San Franciso and Silicon Valley Foundations. He created an innovative sudden millionaire/spiritual wealth class for their purpose-driven millionaires. \n \nWilliam has lived, worked, and traveled to 90+ countries. But in 2005, he left Silicon Valley, moved to Kyiv, Ukraine, and went on his spiritual journey to help widows, orphans, and startups. \n \nHe moved to Durham in 2014. He and his family usually summer in Ukraine and winter in Durham. \n \n \n \n \n \n \n
SUMMARY:Durham-Orange Estate Planning Council Lunch Meeting - Durham Orange Estate Planning Council 
PRIORITY:3
BEGIN:VALARM
TRIGGER:PT18H
ACTION:DISPLAY
DESCRIPTION:Reminder
END:VALARM
END:VEVENT
END:VCALENDAR