BEGIN:VCALENDAR
PRODID:-//hacksw/handcal//NONSGML v1.0//EN
VERSION:2.0
METHOD:PUBLISH
BEGIN:VEVENT
DTSTART:20240213T164500Z
DTEND:20240213T180000Z
LOCATION:Hope Valley Country Club -- Durham, North Carolina 
UID:2436020240213T164500ZDurham-Orange Estate Planning Council Lunch Meeting
DTSTAMP:20260410T101121Z
DESCRIPTION:\nREGISTRATION IS NOW CLOSED! \n \nIF YOU WOULD LIKE TO ATTEND THIS EVENT,\n \nPLEASE CONTACT SHARON DIRECTLY, AT slassiter38@nc.rr.com\n \nTHANK YOU! \n \n \n \nGUEST SPEAKER: RICHARD NELSON, CFA®, CFP®, AEP®\n\n\n \nAssociate Wealth Strategist\n\n\n \nBNY Mellon Wealth Management\n\n\n \nPRESENTATION TOPIC:\n \nTAX LAW & CHARITABLE CONTRIBUTIONS \n \n\n\n\n \n \n \n \n \nRichard is an Associate Wealth Strategist based in New York.  In this role, Richard provides complex investment risk analysis, Estate Planning Reviews, Research and Modeling of WeaIth Management Strategies for The Private Wealth Portfolio Management Team, Family Wealth Advisors, and Wealth Strategists.  \n\n\n \nRichard has been with BNY Mellon for 30+ Years and worked in various roles as Portfolio Officer, Associate Research Analyst, Financial Planner, and Trust Tax Team Manager. \n\n\n \nEDUCATION:\n\n\n \nMaster of Science, Taxation ,\n\n\n \nFairleigh Dickinson\n\n\n \nSilberman College of Business\n\n\n \nBachelors Business Administration, Baruch College\n\n\n \nCERTIFICATIONS:\n\n\n \nCertified Financial Planner™\n\n\n \nCharter Financial Analyst\n\n\n \nAccredited Estate Planner™\n\n\n \nMEMBERSHIPS:\n\n\n \nMember, CFA Institute\n\n\n \nMember, NYSSA\n\n\n \nMember, Financial Planning Association\n\n\n \nMember Estate Planning Council of Northern New Jersey\n\n\n \nMember, National Association of Estate Planners & Councils\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