EFPCSNJ 2025-2026 Upcoming Events

ESTATE & FINANCIAL PLANNING COUNCIL OF SOUTHERN NEW JERSEY

INTERESTED IN SPONSORING AN EVENT?
If you are interested in sponsoring a specific educational session please contact Abby Murray ASAP at 856-795-0551.  There  are two levels of meeting sponsorship.  EFPC-SNJ offers a $400.00 level that allows for multiple sponsors at the meeting and an exclusive sponsorship level at $950.00 where your organization will be the only company sponsoring.  Both levels provide the opportunity for your company to provide a brief overview of what your organization does and attendance for 2 staff members at the event.  We do expect the limited sponsorship opportunities we have available to be taken quickly.
 
Tuesday, January 27, 2026 - Annual Tax Law Update Educational Breakfast Meeting
Date: Tuesday, January 27, 2026
Time: 8:00am Registration and Breakfast Open, 8:45 am Opening Remarks, 9:00 - 10:00 am Educational Program 
Location: Laurel Creek Country Club in Mount Laurel, NJ
PLEASE CLICK HERE TO REGISTER NOW
THANK YOU TO OUR SPONSORS OF THE JANUARY 27, 2026 EVENT





THE PROGRAM DATES ARE BEING FINALIZED AND WILL BE AVAILABLE IN THREE WEEKS

  • March 17, 2026 (Tuesday) - Educational Breakfast Event at Laurel Creek Country Club in Mount Laurel, NJ

  • April 23, 2026 (Thursday) - Social Event at Tavistock Country Club

  • May 14, 2026 (Thursday) - Educational Breakfast Event at Samaritan in Mount Laurel, NJ

  • June 11, 2026 (Thursday) - Installation Dinner at Sapori in Collingswood, NJ

 

INTERESTED IN SPONSORING AN EVENT?

If you are interested in sponsoring an EFPCSNJ meeting in the 2025—2026 Meeting Year, 
please contact Tim Bower at [email protected]


PAST EVENTS

Thursday, September 18, 2025
Topic: Managing Transitional Events Among Family-Owned Companies: What If the Principals Disagree?
Date: Thursday, September 18, 2025
Time: 8:00am Registration and Breakfast Open, 8:45 am Opening Remarks, 9:00 - 10:00 am Educational Program
PLEASE NOTE THE DUCATIONAL PROGRAM START TIME OF 9AM.
Location: Laurel Creek Country Club
Speakers:
Jason A. Levine, Esq. - Hangley Aronchick Segal Pudlin & Schiller
Curtis L. Golkow, Esq. - Golkow Business Law LLC
Michael Masciandaro, Esq. - Hangley Aronchick Segal Pudlin & Schiller

Sponsors:


Thursday, October 23, 2025
EFPCSNJ October 23, 2025 Social Event
Date: Thursday, October 23, 2025
Time: 6:00-8:00pm ET
Location: Saddlehill Winery
Address: 1407 White Horse Road, Voorhees Township, NJ 08043
Cocktails & Hors d'oeuvres served from: 6:00-8:00pm ET

THANK YOU TO OUR SPONSORS OF THIS EVENT


 

Thursday, October 30, 2025 Educational Event
Topic: Creating Fulfilling Outcomes for Clients - Understanding the World of Philanthropy
Date: Thursday, October 30, 2025
Time: 8:00am Registration and Breakfast Open, 8:45 am Opening Remarks, 9:00 - 10:00 am Educational Program
Speakers:
Rebecca Rothey, CAP®, AEP®, IPA. Senior Advisor, Greater Washington Community Foundation
Regina Donovan, Senior Philanthropy Officer, Virtua Health
Evan William Fitzpatrick, J.D. Vice President, Senior Wealth Strategist, PNC Private Bank

THANK YOU TO OUR SPONSOR OF THIS EVENT

Thursday, November 13, 2025 Educational Event
Topic: Life Settlements Planning
Date: Thursday, November 13, 2025
Time: 8:00am Registration and Breakfast Open, 8:45 am Opening Remarks, 9:00 - 10:00 am Educational Program
Speakers:
David J. Gill, Jr.. MST, CPA/PFS, CFP®, Haefele Flanagan
Brendan Flatow, Co-Founder & Managing Partner - Evergreen Settlements
Mark Singer, ChFC® and NQPC™ - Partner, Newton One, LLC

THANK YOU TO OUR SPONSOR OF THIS EVENT