Thursday, September 26, 2024
Topic: Tales from the (Family) Board Room: Strategic Tax, Financial and Estate Planning in Proactive Exit Planning for Closely-Held Business Owners
Date: Thursday, September 26, 2024
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
Speakers:
Brian M. Balduzzi, Esq., LL.M. (Tax), MBA, CFP®, CEPA®, AEP® - Faegre Drinker
Rachel Kieser, CPA, MT - Armanino
Peter E. Moshang, Esq. - Brown Brothers Harriman
Sponsors:
Wednesday, October 23, 2024
EFPCSNJ October 23, 2024 Social Event: WINE DOWN WEDNESDAY
SPACE IS LIMITED SO PLEASE REGISTER EARLY!
CLICK HERE TO REGISTER NOW
Each person will receive a flight of wine and appetizers
Cost: EFPCSNJ Members - $65.00
Non-Members - $65.00
Date: Wednesday, October 23, 2024
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
Sponsors:
Interested in sponsoring? Please contact [email protected]
Thursday, November 21, 2024
Topic: How Philanthropy Can Add Value To Your Practice
Panelists:
Andy Frazier, Executive Director, Community Foundation of South Jersey
Jennifer B. Goode, National Director, Bernstein Private Wealth Management’s Institute for Trust and Estate Planning, Washington, D.C.
T. Christian Rollins, Chief Development Officer, Samaritan Healthcare & Hospice
Location: Samaritan Healthcare & Hospice
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.
Sponsors: Interested in sponsoring - please email e[email protected]
Wednesday, December 11, 2024
Wine tasting and Dinner at Wanda BYOB in Haddonfield, NJ
Thursday, January 23, 2025
Topic: Annual Tax law Update
Panelists: Attorneys from Kulzer & DiPadova
Location: Laurel Creek Country Club
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.
Sponsors: Interested in sponsoring - please email [email protected]
Thursday, February 20, 2025
Topic: Estate Planning Update from Florida Institute
Speakers: Martin Babitz, BNY Mellon and Glenn Henkel, Kulzer & DiPadova
Location: Laurel Creek Country Club
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.
Sponsors: Interested in sponsoring - please email [email protected]
Thursday, April 23, 2025
Social Event: Tax Relief! End of Tax Season Celebration
Cocktails & Hors d'oeuvres served from: 5:30 – 7:30pm
Date: Thursday, April 23, 2025
Time: 5:30-7:30pm
Location: Tavistock Country Club in Tavistock (Haddonfield), NJ
Address: 100 Tavistock Lane, Tavistock, NJ 08033
Sponsors: Interested in sponsoring - please email [email protected]
Thursday, May 15, 2025
EFPCSNJ Breakfast Meeting-
Topic: Practical Business Relationships for 2nd and 3rd generation
Date: Thursday, May 15, 2025
Speaker: Gary DeVicci, CFP, AEP - Integrity Wealth Group and Samantha Heaton, Esq. - Kulzer & DiPadova
Time: 7:45am breakfast, 8:15am opening remarks, 8:30-9:30am educational program
Location: Laurel Creek Country Club
Sponsors: Interested in sponsoring - please email [email protected]
June 2024
EFPCSNJ Installation Dinner
Date: TBD
Time: Starts at 5:45pm with networking and program starts at 6:15pm
Location: TBD
Sponsors: Interested in sponsoring - please email [email protected]
There are three sponsorship opportunities available for this meeting. Please email Tim Bower at [email protected] to take advantage of this great opportunity
INTERESTED IN SPONSORING AN EVENT?
If you are interested in sponsoring an EFPCSNJ meeting in the 2024—2025 Meeting Year,
please contact Tim Bower at [email protected]
