EFPCSNJ 2020-2021 Upcoming Events

 

ESTATE & FINANCIAL PLANNING COUNCIL OF SOUTHERN NEW JERSEY

2020-2021 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 10, 2020
EFPCSNJ Virtual Wine Tasting
Location:  Zoom from your location
Time:  6:00pm - 8:00pm
EFPCSNJ 2020-2021 President and Wine Enthusiast Eric Feldhake will lead us through a wine tasting.

Thursday, September 24, 2020
Topic: Cash flow/Tax Impact of Buying/Selling a Business
Speakers:  Diane DeCesare, CPA, MT - Drucker & Scaccetti
Location: Zoom meeting from your location
Schedule: Opening Remarks 8:15am - 8:30am ; Program 8:30-9:30am 
Sponsors: BNY Mellon

Thursday, November 19, 2020
Topic: Personal Retirement Planning Panel presentation
Speakers: Irene Giman, MBA, CFA, CFP - RTD Financial Advisors, Joseph M Kempter, JD, CPA - Kulzer & DiPadova
Dan Marques, CPA, MT - Drucker & Scaccetti
Location: Zoom meeting from your location
Schedule: Opening Remarks: 8:15am – 8:30am, Educational Program:8:30am – 9:30am, 
Sponsors:  Garden State Trust Company , Newton One, Right at Home South Jersey

Thursday, January 21, 2021
Topic: Tax Law Update
Speakers: Attorneys form Kulzer & DiPadova
Location: Webinar from your location
Schedule: Breakfast 8:00 am; Program 8:30-9:30am
Sponsors: Capehart & Scatchard, Friedman, LLP, Samaritan Healthcare & Hospice

Thursday, February 18, 2021
Topic: Charitable Planning
Speakers: Melissa Dibble, Esq and Steve Mignogna, Esq. - Archer & Greiner
Location: Zoom Webinar from your location
Schedule: Breakfast 8:00 am; Program 8:30-9:30am 
Sponsors: There are 3 sponsorship opportunities available for this meeting. Please email Abby Murray at [email protected] to take advantage of this great opportunity

Thursday, May 20, 2021
Topic: Estate Planning – The Latest Update from Florida
Speakers:  Martyn Babitz, JD - BNY Mellon Wealth Management, Glenn Henkel, Esq. - Kulzer & DiPadova
Location: Zoom
Schedule: Opening Remarks 8:15 am; Program 8:30am-9:30am
Sponsors: Archer, BNY Mellon, Dash for Homes and Kamelot Auction House 

June 3, 2021
EFPCSNJ Installation and Awards Dinner
Location: TBD 
Schedule: 6:00pm - 9:00pm
Sponsors: There are five sponsorships available.  Do not miss this opportunity to sponsor an EFPCSNJ Event.  Call 856-470-4521 Today!

INTERESTED IN SPONSORING AN EVENT?I
If you are interested in sponsoring an EFPCSNJ meeting in the 2018—2019 Meeting Year, 
please contact Abby Murray at 856-795-0551.