NOVEMBER 3, 2026 EDUCATIONAL EVENT
How to Protect Your Assets from Long-Term Care
Date: Tuesday, November 3, 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
Speakers:
Douglas A. Fendrick, ESQ., CPA, LL.M., CELA - Fendrick Morgan
Jamie Shuster Morgan, ESQ. - Fendrick Morgan
Session Description:
The seminar will focus on Medicaid and asset protection planning strategies. We will review long-term care options and payment sources, specifically Medicaid.
We will discuss the use of trusts in connection with Medicaid planning and strategies that can protect assets in the event a loved one requires long-term care.
Learning Objectives:
Options to Pay for Long-Term Care
Medicaid Rules
Use of Trusts in Medicaid Planning
How to Protect Your Residence
Common Medicaid Myths to Ignore
Sponsors:
Interested in sponsoring this event? There is one more sponsorship available! - email [email protected]
THANK YOU TO OUR JULY 2025-JUNE 2026 ANNUAL SPONSORS!
EFPCSNJ Upcoming Events
- Please keep an eye out for the entire educational and social event calendar!!
EFPCSNJ Sponsorship Opportunities
Interested in sponsoring an EFPCSNJ event? Please contact Tim Bower at [email protected] or 856-795-0551 today to learn more
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Interested in sponsoring our first educational event of the 2026-2027 Program Year? The cost of sponsorship is $400.00 and includes two complimentary registrations. your logo on the EFPCSNJ website and in marketing email blasts and 5 minutes to address the attendees at the start of the meeting. If interested in sponsoring please email [email protected] or call 856-795-0551.
PAST EVENTS:
Thursday, September 17, 2026 Breakfast Meeting
Planning for the Business Owner: Increasing the Probability of a Successful Transition
Speakers:
Regina Garrido. CPA - PNC Private Bank Business Owner Solutions Team
Bryan Flory - PNC Corporate Bank
Martina Walker, CFP, CRC - PNC Private Bank
Michael MacKenzie, CFP (moderator) - PNC Private Bank
THANK YOU TO OUR EVENT SPONSORS!!!
EFPCSNJ 2026-2027 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.
Please keep an eye out for the entire educational and social event calendar!!
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