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 November 21, 2019 Breakfast Meeting
Topic: It’s Already November – Have you talked to your clients about Charitable Planning?
Speakers: Jamie McCann – American Cancer Society, Yasmeen Khaleel Esq. – Capehart Scatchard, Lee Shields, CPA – Friedman, LLP
Location: Samaritan Healthcare and Hospice – 265 Route 73 South, Voorhees, NJ 08043
Schedule: Breakfast 8:00 am; Program 8:30-9:30am

PLEASE CLICK HERE FOR ADDITIONAL INFORMATION AND TO REGISTER

 

 



 


EFPCSNJ Sponsorship Opportunities

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