EFPCSNJ 2025-2026 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.
 

Thursday, April 23, 2026
Tax Relief! End of Tax Season Celebration
PLEASE CLICK HERE TO REGISTER
Tax season is behind you—now it’s time to unwind. Join fellow financial professionals for a relaxed, no-pressure social evening to reconnect, recharge, and enjoy some well-earned downtime. No spreadsheets, no deadlines—just good conversation, great company, and a chance to celebrate making it through another busy season. Whether you’re looking to expand your network or just take a breather with people who get it, this is your night.

Location: Tavistock Country Club in Tavistock (Haddonfield), NJ
Time: 6-8pm 

Cost: EFPCSNJ Members - $65.00
Non-Members - $65.00

PLEASE CLICK HERE TO REGISTER

If you are interested in sponsoring this event please contact Tim Bower at 856-795-0551 or by email at [email protected].

 

May 14, 2026 (Thursday) - Educational Breakfast Event at Samaritan in Mount Laurel, NJ

June 11, 2026 (Thursday) - Installation Dinner at Sapori in Collingswood, NJ

 

INTERESTED IN SPONSORING AN EVENT?

If you are interested in sponsoring an EFPCSNJ meeting in the 2025—2026 Meeting Year, 
please contact Tim Bower at [email protected]


PAST EVENTS

Thursday, September 18, 2025
Topic: Managing Transitional Events Among Family-Owned Companies: What If the Principals Disagree?
Date: Thursday, September 18, 2025
Time: 8:00am Registration and Breakfast Open, 8:45 am Opening Remarks, 9:00 - 10:00 am Educational Program
PLEASE NOTE THE DUCATIONAL PROGRAM START TIME OF 9AM.
Location: Laurel Creek Country Club
Speakers:
Jason A. Levine, Esq. - Hangley Aronchick Segal Pudlin & Schiller
Curtis L. Golkow, Esq. - Golkow Business Law LLC
Michael Masciandaro, Esq. - Hangley Aronchick Segal Pudlin & Schiller

Sponsors:


Thursday, October 23, 2025
EFPCSNJ October 23, 2025 Social Event
Date: Thursday, October 23, 2025
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

THANK YOU TO OUR SPONSORS OF THIS EVENT


 

Thursday, October 30, 2025 Educational Event
Topic: Creating Fulfilling Outcomes for Clients - Understanding the World of Philanthropy
Date: Thursday, October 30, 2025
Time: 8:00am Registration and Breakfast Open, 8:45 am Opening Remarks, 9:00 - 10:00 am Educational Program
Speakers:
Rebecca Rothey, CAP®, AEP®, IPA. Senior Advisor, Greater Washington Community Foundation
Regina Donovan, Senior Philanthropy Officer, Virtua Health
Evan William Fitzpatrick, J.D. Vice President, Senior Wealth Strategist, PNC Private Bank

THANK YOU TO OUR SPONSOR OF THIS EVENT

Thursday, November 13, 2025 Educational Event
Topic: Life Settlements Planning
Date: Thursday, November 13, 2025
Time: 8:00am Registration and Breakfast Open, 8:45 am Opening Remarks, 9:00 - 10:00 am Educational Program
Speakers:
David J. Gill, Jr.. MST, CPA/PFS, CFP®, Haefele Flanagan
Brendan Flatow, Co-Founder & Managing Partner - Evergreen Settlements
Mark Singer, ChFC® and NQPC™ - Partner, Newton One, LLC

THANK YOU TO OUR SPONSOR OF THIS EVENT

 

Tuesday, February 10, 2026 Educational Event
Topic: Annual Tax Law Update Educational Breakfast Meeting
Date: Tuesday, February 10, 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 in Mount Laurel, NJ
THANK YOU TO OUR SPONSORS OF THE FEBRUARY 10, 2026 EVENT




Tuesday, March 17, 2026 - An Update from the Florida Institute
Date: Tuesday, March 17, 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 in Mount Laurel, NJ
THANK YOU TO OUR SPONSORS OF THE MARCH 17, 2026 EVENT