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

Time:

8:00am Registration and Breakfast Open
8:45 am Opening Remarks
9:00 - 10:00 am Educational Program

Location: Laurel Creek Country Club

 

PLEASE CLICK HERE TO REGISTER



Speakers:

Gary DeVicci, CFP, AEP - Integrity Wealth Group
Samantha Heaton, Esquire - Kulzer & DiPadova, P.A.

Gary DeVicci Bio
Samantha Heaton Bio


Cost: EFPCSNJ Members - $45.00 Non-Members - $65.00

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 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.
For more information click here

EFPCSNJ Upcoming Events

Thursday, May 22, 2025
EFPCSNJ Installation and Awards Dinner
Location: Sapori, Haddon Ave. Collingswood, NJ
Schedule: 6:00pm - 8:30 p.m.
Sponsors: There are 5 sponsorship opportunities available for this meeting. Please email Tim Bower at [email protected] to take advantage of this great opportunity
Sponsors: Interested in sponsoring - please email [email protected]

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