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, February 15, 2018
Topic: Elder Care Part 2 – The Economics of Aging and Long Term Care – Understanding the Options
Speakers: Nancy Carman from Fendrick & Morgan and Michael Pompei from Ash Brokerage
Location: The Mansion on Main Street, Voorhees, NJ
Schedule: Breakfast 8:00 am; Program 8:30-9:30am
Sponsors:  Samaritan Healthcare and Hospice. 


EFPCSNJ 2017-2018 Meeting Sponsors

If you are interested in one of the 2017-2018 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.