EFPCSNJ March 17, 2026 Breakfast Meeting 

An Update from the Florida Institute

PLEASE CLICK HERE TO REGISTER NOW

Date: Tuesday, March 17, 2026
Time: 8:00am Registration and Breakfast Open, 8:45 am Opening Remarks, 9:00 - 10:00 am Educational Program 

PLEASE NOTE THE NEW EDUCATIONAL PROGRAM START TIME OF 9AM.

Location: Laurel Creek Country Club, 701 Centerton Rd, Mount Laurel, NJ 08054-1624

Cost: EFPCSNJ Members  - $45.00
Non-Members - $65.00

This Meeting is being Generously Sponsored by:






Interested in sponsoring? - Contact Tim Bower at [email protected] 

Session Description:

The Florida (Heckerling) Institute on Estate Planning is an important week-long annual conference featuring the best national minds on recent developments topics. Our program will summarize some of the key recent developments and highlight some of the best discussions, such that participants will have a grasp on some of the most important cases and rulings in 2025, as well as the thinking of the national experts on what advisors should be focusing on for their clients in the year ahead.



Speakers:

Martyn S. Babitz
Vice President, BNY Mellon Wealth Management

Glenn A. Henkel, J.D., LL.M., CPA
Shareholder, Kulzer & DiPadova, P.A.

PLEASE CLICK HERE TO REGISTER NOW

We are applying for this meeting to qualify for the following CE credits:  

1.0 NJ CPE credit (for CPAs), 1.0 CFP credits, NJ & PA CLE credits

Thank you to our CLE Sponsor:

 


 

Become an Annual Sponsor – Boost Your Brand All Year!

SPECIAL OFFER FOR THE REMAINDER OF THE PROGRAM YEAR AT $375.00!

CLICK HERE TO DOWNLOAD THE FLYER

Join our Annual Sponsor Program and showcase your organization to a vibrant community of professionals all year long! For an investment of $750, your company will gain prime visibility through social media promotion, event recognition, and website exposure.  There are limited sponsorships available.  Commit to the sponsorship by Thursday, March 11, 2026 to be on the sign at the March 17, 2026 educational event!

**Your Sponsorship Benefits:**

• One dedicated LinkedIn Sponsor Spotlight post 

• Recognition at all major events + your logo on event signage 

• Featured listing on our Annual Sponsor Page with description, logo, and link

Don’t miss this opportunity to align your brand with excellence and stay front and center throughout the year!

THANK YOU TO OUR CURRENT ANNUAL SPONSORS!

 

 

 

 



 

EFPCSNJ Upcoming Events

  • April 23, 2026 (Thursday) - Social Event at Tavistock Country Club
  • May 14, 2026 (Thursday) - Educational Breakfast Event at Samaritan in Mount Laurel, NJ
  • June 11, 2026 (Thursday) - Installation Dinner at Sapori in Collingswood, NJ

 

EFPCSNJ Sponsorship Opportunities

Interested in sponsoring an EFPCSNJ event? Please contact Tim Bower at [email protected] or 856-795-0551 today to learn more