EFPCSNJ 2023-2024 Upcoming Events

 

ESTATE & FINANCIAL PLANNING COUNCIL OF SOUTHERN NEW JERSEY

2023-2024 MEETING SCHEDULE - SAVE THE DATES

INTERESTED IN SPONSORING AN EVENT?
If you are interested in sponsoring a specific educational session please contact Abby Murray ASAP at 856-795-0551.  There  are two levels of meeting sponsorship.  EFPC-SNJ offers a $400 level that allows for multiple sponsors at the meeting and an exclusive sponsorship level at $750 where your organization will be the only company sponsoring.  Both levels provide the opportunity for your company to provide a brief overview of what your organization does and attendance for 2 staff members at the event.  We do expect the limited sponsorship opportunities we have available to be taken quickly.
 

Thursday, September 28, 2023
Topic: ESOPS Panel
Speakers: Lindsay Shafer and Michael Donahue
Location: Laurel Creek Country Club
Schedule: Breakfast - 8:00 am; Opening Remarks 8:15am - 8:30am ; Program 8:30-9:30am 
Sponsor: Armanino, BNY Mellon and Garden State Trust Company

Thursday, November 9, 2023
Topic: What's New in Estate Litigation

Speakers:  Anthony LaRatta, Esq and Steven Mignogna, Esq. - Archer & Greiner
Location: 
The Samaritan Center at Voorhees
Schedule: Opening Remarks: 8:15am – 8:30am, Educational Program:8:30am – 9:30am, 
Sponsors:  There are 3 sponsorship opportunities available - Please email Abby Murray at [email protected] to confirm your spot.

Thursday, January 18, 2024
Topic: Tax Law Update
Speakers: Attorneys form Kulzer & DiPadova
Location: Laurel Creek Country Club
Schedule: Breakfast - 8:00 am; Opening Remarks 8:15am - 8:30am ; Program 8:30-9:30am
Sponsors: Bernstein, LPL, Samaritan Healthcare & Hospice

Thursday, February 15, 2024
Topic: Estate Planning Update from Florida Institute
Speakers: Martin Babitz, BNY Mellon and Glenn Henkel, Kulzer & DiPadova
Location: Laurel Creek Country Club
Schedule: Breakfast 8:00 am; Program 8:30-9:30am 
Sp
onsors: Arosa Care, BNY Mellon, LPL Financial, PNC

Thursday, May 16, 2024
Topic: Domicile Jurisdiction
Date:  Thursday, May 16, 2024
Speakers:  TBD
Time:  7:45am breakfast, 8:15am opening remarks, 8:30-9:30am educational program
Location:  Laurel Creek Country Club
Sponsors:  Armanino LLP

INTERESTED IN SPONSORING - Please email Abby Murray at [email protected] to confirm your spot.
REGISTARTION WILL OPEN IN APRIL 2024

 

June 9, 2024 (Date may change)
EFPCSNJ Installation and Awards Dinner
Location: TBD
Schedule: 6:00pm - 9:00pm
Sponsors:  There are 6 sponsorship opportunities available for this meeting. Please email Abby Murray at [email protected] to take advantage of this great opportunity

INTERESTED IN SPONSORING AN EVENT?I
If you are interested in sponsoring an EFPCSNJ meeting in the 2023—2024 Meeting Year, 
please contact Abby Murray at [email protected]