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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EFPCSNJ Next Event-
Thursday, November 19, 2020
Topic: Funding Trusts with Retirement Plans in a Post-SECURE Act World 
Speakers:  Irene Giman, MBA, CFA, CFP - RTD Financial Advisors, Joseph M Kempter, JD, CPA - Kulzer & DiPadova and Dan Marques, CPA - Drucker Scaccetti
Location: Zoom meeting from your location
Time: Opening Remarks 8:15am - 8:30am ; Program 8:30-9:30am
Sponsors:  Garden State Trust Company, Newton One, Right At Home South Jersey
PLEASE CLICK HERE FOR MORE INFORMATION AND TO REGISTER NOW

Please Click Here for a full list of EFPCSNJ's 2020-2021 Events

 

 



 


EFPCSNJ Sponsorship Opportunities

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