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.
For more information click here

Next Meeting:

Thursday, May 4, 2017
Topic: Able Act Accounts and Special Needs Trusts
Speaker: Jane Fearn Zimmer - Rothkoff Law Group
Location: Laurel Creek Country Club, 701 Centerton Rd., Mt. Laurel, NJ
Schedule: Breakfast 8:00 a.m.; Program 8:30-9:30 a.m.
Sponsors: Glenmede and Wells Fargo Private Bank
Click Here for to Register & For Additional Information

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.