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, February 15, 2024
Topic: Annual Update from the Heckerling Institute
Speakers:  Marty Babitz, BNY Mellon and Glenn Henkel, Kulzer & DiPadova
Time: Registration Open and breakfast: 7:45am, Opening Remarks: 8:15 am Educational Program:  8:30am - 9:30am
Sponsors:  Arosa Care, BNY Mellon, LPL Financial and PNC

EFPCSNJ Sponsorship Opportunities

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