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, November 17 , 2016

Topic:  New Regime Financial Update
Speakers:  Anne Buccarelli, CFA - Bernstein Wealth Management, Renee Vidal - Flaster Greenberg
Moderator:  Kip Schaefer - Bernstein Wealth Management
Location:  Laurel Creek Country Club, 701 Centerton Rd., Mt. Laurel, NJ 08054
Sponsors:  Mass Mutual Financial Group, Praxis Data Systems, UBS Financial Services
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EFPCSNJ 2016-2017 Meeting Sponsors

If you are interested in one of the 2016-2017 Meeting Sponsorship opportunities, please contact Abby Murray for further information.  Abby Murray can be reached by email at: efpcsnjmbrsvcs@bowermanagementservices.com or by phone at 856-795-0551.