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, September 28, 2023  ***NEW DATE***
Topic: ESOPS Panel
Speakers: Michael Donahue - Armanino, Sean-Tamba Matthew - SES ESOP Strategies and Lindsay Shafer - Praxis Consulting Group
Location: Laurel Creek Country Club
Schedule: Breakfast - 8:00 am; Opening Remarks 8:15am - 8:30am ; Program 8:30-9:30am 
CLICK HERE FOR ADDITIONAL INFORMATION AND TO REGISTER
Sponsor: There are 3 sponsorship opportunities available - Please email Abby Murray at [email protected] to confirm your spot.

Thursday, November 9, 2023
Topic: Domicile Jurisdiction

Speaker: TBD
Location: Samaritan Healthcare and Hospice, Voorhees, NJ
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.

 

EFPCSNJ Sponsorship Opportunities

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