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ESTATE & FINANCIAL PLANNING COUNCIL OF SOUTHERN NEW JERSEY
2011-2012 MEETING SAVE THE DATES
Wednesday, September 21, 2011
Topic: Estate Tax Planning Activities to do before December 2012
Speaker: Charles B. Lynch and Patrick S. Boyle of Bernstein Global Wealth Management
Location: Tavistock Country Club, Haddonfield, NJ
Schedule: Cocktails 5:30 p.m.; Dinner 6:15 p.m.; Program 7:00–8:30 p.m.
Sponsors:
Hempstead & Co.
Bower Management Services, LLC
Thursday, November 17, 2011
Topic: De-Accumulation Planning - Wisdom Sold Separately
Speaker: Deanna Farrugia, Fidelity Investments
Location: The Mansion on Main Street, Voorhees, NJ
Schedule: Breakfast 8:00 a.m.; Program 8:30-9:30a.m.
Sponsor:
Jackson National Life Distributors, LLC
Warner Real Estate and Auction Company
Thursday, January 19, 2012
Topic: Communicating - Are we as effective as we think we are?
Speaker: Anita Zinsmeister, President of Success Unlimited
Location: Tavistock Country Club, Haddonfield, NJ
Schedule: Cocktails 5:30 p.m.; Dinner 6:15 p.m.; Program 7:00-8:30 p.m.
Sponsor:
Security Mutual Life
SeniorWise Care Management
Sponsorship Opportunities are Still available - Do not miss this opportunity to sponsor an EFPCSNJ Event - Call 856-795-0551 Today!
Thursday, March 22, 2012
Topic: Special Needs Law and Planning
Speakers: Cynthia Sharp
Location: The Enterprise Center at BCC, Mt. Laurel, NJ **NEW LOCATION**
Schedule: Breakfast 8:00 a.m.; Program 8:30-9:30a.m.
Sponsor: Fulton Financial Advisors at Fulton Bank of New Jersey
Thursday, May 17, 2012
Topic: Real Life and End of Life - Managing Care and Finances
Speakers: Dr. Roy D. Steinberg, Maryann Boccolini and Yasmeen Khaleel
Location: The Mansion on Main Street, Voorhees, NJ
Schedule: Breakfast 8:00 a.m.; Program 8:30-9:30a.m.
Sponsors: Sponsorship Opp0rtunities are Still available - Do not miss this opportunity to sponsor an EFPCSNJ Event - Call 856-795-0551 Today!
Thursday, May 31, 2012
Installation of Officers and Member Awards Dinner
Location: Caffe Aldo Lamberti, 2011 Route 70 West, Cherry Hill, NJ
Cocktails at 6pm; Installation and Awards 7pm followed by Dinner
Please join the Board of Directors and your colleagues for a great evening full of old and new friends and great food.
Sponsors: Archer & Greiner, Capehart Scatchard and PNC Wealth Management
Sponsorship Opportunities are Still available - Do not miss this opportunity to sponsor an EFPCSNJ Event - Call 856-795-0551 Today!
Council Contact:
Tim Bower, CAE
Executive Director
PO Box 460
Collingswood, NJ 08108
856-795-0551
856-210-1619 Fax
EFPCSNJ@mail.com
www.EFPCSNJ.org
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