EFPCSNJ March 17, 2026 Breakfast Meeting 

An Update from the Florida Institute

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Date: Tuesday, March 17, 2026
Time: 8:00am Registration and Breakfast Open, 8:45 am Opening Remarks, 9:00 - 10:00 am Educational Program 
PLEASE NOTE THE NEW EDUCATIONAL PROGRAM START TIME OF 9AM.

Location: Laurel Creek Country Club, 701 Centerton Rd, Mount Laurel, NJ 08054-1624

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

This Meeting is being Generously Sponsored by:

Interested in sponsoring an event? - Contact Tim Bower at [email protected] 

Session Description:

The Florida (Heckerling) Institute on Estate Planning is an important week-long annual conference featuring the best national minds on recent developments topics. 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 cases and rulings in 2025, 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
Senior Vice President and Senior Wealth Strategist 
BNY Wealth

Glenn A. Henkel, J.D., LL.M., CPA
Shareholder
Kulzer & DiPadova, P.A.

PLEASE CLICK HERE TO REGISTER NOW

We are applying for this meeting to qualify for the following CE credits:  

1.0 NJ CPE credit (for CPAs), 1.0 CFP credits, NJ & PA CLE credits

Thank you to our CLE Sponsor: