EFPCSNJ 2022-2023 Upcoming Events

 

ESTATE & FINANCIAL PLANNING COUNCIL OF SOUTHERN NEW JERSEY

2022-2023 MEETING SCHEDULE - SAVE THE DATES

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 level that allows for multiple sponsors at the meeting and an exclusive sponsorship level at $750 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.
 

Thursday, September 29, 2022
Topic: Leveraged RMDs
Speaker: Mark Singer - Newton One
Location: Laurel Creek Country Club
Schedule: Breakfast - 8:00 am; Opening Remarks 8:15am - 8:30am ; Program 8:30-9:30am 
Sponsor: Garden State Trust Company. There are 2 sponsorship opportunities available - Please email Abby Murray at [email protected] to confirm your spot.

Thursday, November 10, 2022
Topic: Special Needs Trust Panel Discussion
Speakers: Pamela A. Quattrone, Esq. - Rice & Quattrone Elder Law, PC, Glenda Phipps, NCG, MSW - ThriveCare and Sean Rice, CTFA - Garden State Trust Company
Location: Laurel Creek Country Club
Schedule: Opening Remarks: 8:15am – 8:30am, Educational Program:8:30am – 9:30am, 
Sponsors:  Cap-Wealth, LifeSpan Care Management.  There is only 1 sponsorship opportunities available - Please email Abby Murray at [email protected] to confirm your spot.

Thursday, January 26, 2023
Topic: Tax Law Update
Speakers: Attorneys form Kulzer & DiPadova
Location: Laurel Creek Country Club
Schedule: Breakfast - 8:00 am; Opening Remarks 8:15am - 8:30am ; Program 8:30-9:30am
Sponsors: Armanino, LLC., PNC, Samaritan and Keller Williams Commercial

Thursday, February 16, 2023
Topic: Estate Planning Update from Florida Institute
Speakers: Martin Babitz, BNY Mellon and Glenn Henkel, Kulzer & DiPadova
Location: Laurel Creek Country Club
Schedule: Breakfast 8:00 am; Program 8:30-9:30am 
Sponsors: Bernstein, BNY Mellon, Cap-Wealth, Keller Williams Commercial

Thursday, May 18, 2023
Topic: Business Succession Planning - An Overview and Identification of Planning Options"
Speakers:  Yasmeen Khaleel, Esq. - Capehart Scatchard
Location: Laurel Creek Country Club
Schedule: Breakfast 8:00 am; Program 8:30-9:30am 
Exclusive Sponsor: Armanino, LLC.

June 9, 2023
EFPCSNJ Installation and Awards Dinner
Location: TBD
Schedule: 6:00pm - 9:00pm
Sponsors:  There are 6 sponsorship opportunities available for this meeting. Please email Abby Murray at [email protected] to take advantage of this great opportunity

INTERESTED IN SPONSORING AN EVENT?I
If you are interested in sponsoring an EFPCSNJ meeting in the 2022—2023 Meeting Year, 
please contact Abby Murray at [email protected]