Past Events

October 29, 2025 Education Legacy Planning - Need-To-Know Changes From The New Budget Bill
Heidi King
September 9, 2025 Summary & Insights From H.R.1, The One Big Beautiful Bill (OBBBA)
April Walker
May 13, 2025 CROSSING THE DRAKE PASSAGE: Planning For The Needs and Costs of The Last Years of Life
Liisa Ogburn, Aging Advisors NC
February 11, 2025 Presentation Topic: National Perspective, Inflation, & Post-Election
Dr. Michael Walden
November 12, 2024 Presentation Topic: What Every Advisor To Family Enterprises Should Know
Cooper Biersach & Lauren Willets
October 8, 2024 Top Golf Social Event
Top Golf Social Event
September 10, 2024 Presentation Topic: Collaborative Divorce
Nicole Quallen & Sarah Hill McIntyre
August 13, 2024 DOEPC Board Meeting
Board Members
May 14, 2024 Durham-Orange Estate Planning Council Lunch Meeting
Edmund Tiryakian, Founder & Director Dying Right NC
February 13, 2024 Durham-Orange Estate Planning Council Lunch Meeting
Richard Nelson, CFA®, CFP®, AEP®
January 9, 2024 Durham-Orange Estate Planning Council Lunch Meeting
Social Meeting
November 14, 2023 Durham-Orange Estate Planning Council Lunch Meeting
Tom Sparks
October 10, 2023 Durham-Orange Estate Planning Council Lunch Meeting
Senator Mike Woodard
September 12, 2023 Durham-Orange Estate Planning Council Lunch Meeting
James R. Jolley
May 9, 2023 Durham-Orange Estate Planning Council Lunch Meeting
Richard Nelson, CFA®, CFP®, AEP®
February 14, 2023 Durham-Orange Estate Planning Council Lunch Meeting
Stuart M. (Jeb) Saunders
January 24, 2023 Durham-Orange Estate Planning Council Networking Lunch Meeting
No Guest Speaker (Networking Lunch)
November 8, 2022 Durham-Orange Estate Planning Council Lunch Meeting
William H. Tate
October 11, 2022 Durham-Orange Estate Planning Lunch Meeting
Andrea Millar, CPA/PFS, RLP, CFLA, CSA
September 13, 2022 Durham-Orange Estate Planning Council Lunch Meeting
Dr. Michael Walden
May 10, 2022 Durham-Orange / Wake County Joint Meeting
TBD
February 8, 2022 Durham-Orange Estate Planning Council Lunch Meeting
TBA
January 11, 2022 Durham-Orange Estate Planning Council Lunch Meeting--Cancelled!
No Meeting Today!
November 9, 2021 NO MEETING 11.9.2021!
TBA
October 12, 2021 Durham-Orange Estate Planning Council Lunch Meeting
William C. Keller, CFA, Wells Fargo Regional Chief Investment Officer -- Mid-Atlantic Region
September 14, 2021 Durham-Orange Estate Planning Council Lunch Meeting
Teri Rogowski
September 8, 2020 DOEPC Lunch Meeting -- To Be Rescheduled
TBA
May 19, 2020 Durham-Orange Joint Meeting With Wake County
Jason Christie, Publisher of The Triangle Business Journal
February 11, 2020 Durham-Orange Estate Planning Council Meeting
David S. Routh, Vice-Chancellor For University Development -- UNC Chapel Hill
January 14, 2020 Durham-Orange Estate Planning Council Meeting
Sandra Martin Clark
November 12, 2019 Durham-Orange Estate Planning Council Meeting
Christina Hinkle
October 8, 2019 Durham-Orange Estate Planning Council Meeting
Brad Fox, Founder -- Medical Claims Rx
September 10, 2019 Durham-Orange Estate Planning Council Meeting
Elizabeth K. Arias
May 21, 2019 Joint Meeting With Durham-Orange and Wake County Estate Planning Council Luncheon/Meeting
Thomas J. Pauloski, J.D.
February 12, 2019 Durham-Orange Estate Planning Council Meeting
Dan Thomas, Owner -- TeamLogic IT of Durham
January 8, 2019 Durham-Orange Estate Planning Council Meeting
Dr. Michael Walden
November 13, 2018 Durham-Orange Estate Planning Council Meeting
Scott E. Hartman, CPA -- Blackman & Sloop, CPAs
October 9, 2018 Durham-Orange Estate Planning Council Meeting
Kent Fisher, Financial Advisor at Old Peak Finance
September 11, 2018 Durham-Orange Estate Planning Council Meeting
Rob Monath
May 15, 2018 Wake/Durham-Orange Estate Planning Council Joint Meeting
Adam Tarleton, Mary Morgan, Jeremy Arkin
March 13, 2018 Durham-Orange Estate Planning Council Meeting
Brad C. Breeding, President & Co-Founder - My LifeSite, Raleigh, North Carolina
January 9, 2018 Durham-Orange Estate Planning Council Meeting
Dr. Michael Walden
November 14, 2017 Durham-Orange Estate Planning Council Meeting
Barbara W. DeBerry, CLU, ChFC, CFP, CASL, CLTC
October 10, 2017 Durham-Orange Estate Planning Council Meeting
Dale R. Folwell, CPA, State Treasurer of North Carolina
September 12, 2017 Durham-Orange Estate Planning Council Meeting
Joan Pharr, CPA, CGMA
May 16, 2017 Wake/Durham-Orange Estate Planning Council Joint Meeting
Ronald D. Aucutt
March 14, 2017 DOEPC Monthly Meeting
Linda Funke Johnson, AAL (NC,HI,CT)
February 14, 2017 DOEPC Meeting (Rescheduled From January 10, 2017)
Dr. Michael Walden
January 10, 2017 DOEPC Monthly Meeting
Dr. Michael Walden
November 8, 2016 DOEPC Monthly Meeting
Skip Schweiss, Managing Director -- TD Ameritrade
October 11, 2016 DOEPC Monthly Meeting
D. Christopher Douglas, MBA, DCD Marketing
September 13, 2016 DOEPC Monthly Meeting
Jay Lowe, With Hill, Chesson & Woody
June 14, 2016 DOEPC Board Meeting
May 17, 2016 Joint Meeting With The Wake County Estate Planning Council
Ruth Samuelson, Regional Philanthrophy Advisor With Excellence In Giving, LLC, Charlotte, North Carolina
April 26, 2016 DOEPC Board Meeting
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