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Next Meeting:

Tuesday, September 9, 2025

Presentation Topic: Summary & Insights From H.R.1, The One Big Beautiful Bill (OBBBA)

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Durham Orange Estate Planning Council

DURHAM ORANGE ESTATE PLANNING COUNCIL

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Leadership

President

Bonnie O'Quinn, CFP®
Level Four Financial, LLC

Immediate Past-President

James Mosrie
Wells Fargo Advisors
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Membership Chair

Adam J. Hopler, Attorney at Law
Hopler, Wilms, & Hanna, PLLC
919/244-2019
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Treasurer

Jeffrey O. Copeland, CPA
Nelson & Company, P.A.
919/490-8585
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Board Member

Nathan Byrd, CFP®, CFA
Hamilton Point Investment Advisors
919/636-3765
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Board Member

Tamisha I. Keith, JD
Duke University, Office of Gift Planning
919/681-6750
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Board Member

Katie Villegas, CFP®, CSRIC®
Root Financial Partners
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Administrator

Sharon Kay Lassiter, DOEPC Administrator
The Durham-Orange Estate Planning Council
919/868-0212
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UPCOMING EVENTS

September 9, 2025

Presentation Topic: Summary & Insights From H.R.1, The One Big Beautiful Bill (OBBBA)

April Walker

See Event Details

October 14, 2025

Presentation Topic: TBA

TBA

See Event Details

November 11, 2025

Re: Advising In The Age of AI: Opportunities & Risks For Estate & Wealth Professionals

Nikin Shah & Gregg Bordes

See Event Details

February 10, 2026

Presentation Topic: TBA

TBA

See Event Details

See Full Calendar

Affiliated with

National Association of Estate Planners & Councils

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