EFPCSNJ 2021-2022 Upcoming Events

 

ESTATE & FINANCIAL PLANNING COUNCIL OF SOUTHERN NEW JERSEY

2021-2022 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 16, 2021
Topic: Crypto-Planning
Speakers:  Evan Linhardt, Bernstein
Location: Laurel Creek Country Club
Schedule: Breakfast - 8:00 am; Opening Remarks 8:15am - 8:30am ; Program 8:30-9:30am 
Sponsors: Garden State Trust Company

Thursday, October 6, 2021
EFPCSNJ Wine Tasting
Location:  Wanda BYOB
Time:  5:30pm - 7:30pm
EFPCSNJ 2020-2021 President and Wine Enthusiast Eric Feldhake will lead us through a wine tasting paired with a menu.

Thursday, November 18, 2021
Topic: Charitable Planning Panel Discussion
Speakers: TBD
Location: Laurel Creek Country Club
Schedule: Opening Remarks: 8:15am – 8:30am, Educational Program:8:30am – 9:30am, 
Sponsors:  Archer, Samaritan Health Care & Hospice, Scott Counsel

Thursday, February 17, 2022
Topic: Tax Law Update & Vendor Showcase
Speakers: Attorneys form Kulzer & DiPadova
Location: Laurel Creek Country Club
Schedule: Breakfast 8:00 am; Program and Vendor Showcase; 8:30-10:30am
Sponsors: American Cancer Society, Care Patrol, Dash For Homes, Source 1 Systems, Samaritan Healthcare & Hospice

Thursday, April 21, 2022
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 
Sp
onsors: BNY Mellon, LifeSpan Care Management - There is only 1 sponsorship opportunity remaining for this event.  Please email Abby Murray at [email protected] to confirm your spot.

Thursday, May 19, 2022
Topic: Medicaid Panel Discussion
Speakers:  Jamie Shuster Morgan, Esq - Fendrick & Morgan and Pamela A. Quattrone, Esq. - Rice & Quattrone Elder Law, PC
Location: Laurel Creek Country Club
Schedule: Opening Remarks 8:15 am; Program 8:30am-9:30am
Sponsors: eMoney Advisor, Life Span Care Management, There is only 1 sponsorship opportunity remaining for this meeting. Please email Abby Murray at [email protected] to take advantage of this great opportunity.

June 8, 2022
EFPCSNJ Installation and Awards Dinner
Location: Sapori - Haddon Ave., Collingswood, NJ 
Schedule: 6:00pm - 9:00pm
Sponsors:  Archer, Friedman LLP - There are 4 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 2021—2022 Meeting Year, 
please contact Abby Murray at [email protected]