About Us

The Estate and Financial Planning Council of Southern New Jersey, Inc. is a professional association of estate and financial planning practitioners in the southern NJ region.

The objectives of the Council are: to provide a better understanding of the services its members can render to the general public; to promote cooperation between each of the membership groups of this organization and to foster a better understanding of the proper relationship which each group bears to the other, to its clients and to the general public; to promote the awareness and usage of financial planning through appropriate means, including education; and to promote the interests of its members through the sharing of knowledge and expertise.
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Next Meeting
Thursday, May 22, 2014
Topic:    Hot Tips:  What Matrimonial Clients Need to Know From Their Financial Professionals
Speakers: Jonathan T. Hoffman, J.D. LL.M., Lisa R. Moore, J.D.
Location: The Mansion on Main Street
Schedule: Breakfast 8:00 a.m.; Program 8:30-9:30a.m.
Sponsor: Fulton Financial Advisors at Fulton Bank of New Jersey (Exclusive Sponsor)


If you are interested in sponsoring the 2014 Installation & Awards Dinner, please contact Tim Bower ASAP at 215-858-8023.  There are only three sponsorships remaining for this premier event.