Past Events

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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