EFPCSNJ Annual Meeting and Election
Thursday, May 15, 2025
The Estate and Financial Planning Council of Southern New Jersey announces their 2025-2026 slate of officers. Voting will occur at the May 15, 2025 meeting at Laurel Creek Country Club.
All active EFPCSNJ members in attendance at the meeting will get a vote. President: Kristin L. Schmid, J.D., LL.M. - Kulzer & DiPadova, P.A.
1st Vice President: Lediana Florence, CTFA - PNC Bank 2nd Vice President: Rachel Kieser,CPA, MT - Armanino Treasurer: Kelly M. Barry, Esq. - Archer & Greiner P.C. Secretary: Mark Singer, ChFC, NQPC - Partner, Newton One, LLC Immediate Past President: Sean Rice, CTFA - Garden State Trust Company Thursday, May 15, 2025 EFPCSNJ EDUCATIONAL EVENT AND ANNUAL MEETING PLEASE CLICK HERE TO REGISTER
Practical Business Relationships for 2nd and 3rd Generations Date: Thursday, May 15, 2025 8:00am Registration and Breakfast Open Location: Laurel Creek Country Club
PLEASE CLICK HERE TO REGISTER
Gary DeVicci Bio
PLEASE CLICK HERE TO REGISTER
This Event is being Generously Sponsored by: Interested in sponsoring this 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 Thank you to our CLE Sponsor:
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 Thursday, May 22, 2025 There are five sponsorship opportunities available for this meeting. Please email Tim Bower at [email protected] to take advantage of this great opportunity
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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