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Cost: EFPCSNJ Members - $45.00
Non-Members - $65.00 This Meeting is being Generously Sponsored by:
Interested in sponsoring a future event? - Contact Tim Bower at [email protected] We are applying for this meeting to qualify for the following CE credits: 1.0 CPE credit (for CPAs), 1.0 CFP credits, NJ & PA CLE credits
SESSION DESCRIPTION: The Florida (Heckerling) Institute on Estate Planning is an important week-long annual conference featuring the best national minds on recent developments topic. 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 case and rulings in 2024 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 Glenn A Henkel, J.D., LL.M., CPA Mr. Henkel is a shareholder in the firm Kulzer & DiPadova and earned his J.D. degree at Rutgers University School of Law, where he graduated with honors and was awarded the Prentice Hall Award for outstanding performance in the area of taxation. He earned his LL.M. in Taxation at New York University.
About UsThe 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. EFPCSNJ Upcoming Events EFPCSNJ Sponsorship Opportunities Interested in sponsoring an EFPCSNJ event? Please contact Tim Bower at [email protected] or 856-795-0551 today to learn more
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