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.
EFPC-SNJ 2026 Installation Dinner
Date: Thursday, June 11, 2026
Time: 6:00-9:00 pm
Location: Sapori, Haddon Ave., Collingswood, NJ (COVERED OUTSIDE AREA)
Come and celebrate the past year while we install the new officers of the EFPC of SNJ.
You do not want to miss this opportunity to reconnect with old friends and make new friends.
President: Lediana Florence, CTFA - PNC Private Bank
1st Vice President: Rachel Kieser - Armanino
2nd Vice President: Kelly M. Barry, Esq. - Obermayer Rebmann Maxwell & Hippel LLP
Treasurer: Mark Singer, ChFC, NQPC - Partner, Newton One, LLC
Secretary: Jaclyn L. Tsang, CFA - BNY Wealth
Immediate Past President: Kristin L. Schmid, J.D., LL.M. - Kulzer & DiPadova, P.A.
EFPCSNJ Members or Non Members- $85.00
PLEASE CLICK HERE TO REGISTER NOW
Franco from Sapori has created the following 4 course menu for our dinner:
Antipasto
Family style appetizers which consist in prosciutto, olives, cheese, eggplant caponata, panelle, olives and more.
- Calamari fritti (Fried calamari)
Primi piatti (Family style)
Gnocchi al ragu di carne
(Homemade potato gnocchi served in a pork-veal-beef ragu')
Risotto mare e monte
Risotto served with calamari, leeks, squash, peas and cherry tomatoes)
Secondi piatti (A choice 1 of the following entrees)
Pollo saporito
(All natural boneless chicken thigh sautéed in a red wine demiglaze sauce with mushrooms, onion and bell peppers, served next to roasted potatoes)
Scaloppine di vitello
(All natural veal sautéed in a red wine demiglaze with mushrooms and dried figs, served next to roasted potatoes and fried zucchini)
Cioppino di pesce
(Filet of mediterranean branzino sautéed in a white wine-plum tomato-saffron sauce along with calamari and mussels and black olives)
Maiale alle mele
(Pork medallions pan-seared and topped with an apple-chives-pancetta-demiglaze sauce)
Salmon al pistacchio
(Salmon dusted with pistachio, baked and topped with fried leeks and a balsamic-mayo-woksabi dressing)
Coffee and dessert
Wine, Beer and Soft drinks included
INTERESTED IN SPONSORING THIS EVENT?
PLEASE EMAIL Tim Bower TO RESERVE YOUR SPONSORSHIP TODAY
SPONSORS RECEIVE RECOGNITION ON THE WEBSITE, ON EMAIL AND LINKEDIN MARKETING AND AT THE EVENT!
SPONSORSHIP INCLUDES TWO COMPLIMENTARY REGISTRATIONS!
Thursday, May 14, 2026
The First State (DE) vs the Mount Rushmore State (SD): Debate of State Trust Laws for Client Planning
Date: Thursday, May 14, 2026
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: The Samaritan Center at Voorhees, 265 S. Route 73 Voorhees, NJ 08043 (PLEASE NOTE THE NEW LOCATION)
Cost: EFPCSNJ Members - $45.00
Non-Members - $65.00
This Meeting is being Generously Sponsored by:
Interested in sponsoring a future event? - Contact Tim Bower at [email protected]
Session Description:
Many clients might consider establishing trusts in a jurisdiction other than their home state. Practitioners should be aware of the evolving trust laws in certain choice jurisdictions, including Delaware, South Dakota, Nevada, Tennessee, Alaska, and more. For those who do not practice in these jurisdictions, it can be overwhelming to compare and contrast these states’ trust laws; however, understanding the nuances and opportunities can help clients better plan and protect their assets in trust. In this session, Brittany Horn Cook, Wealth Planner and Fiduciary Council, of Tiedemann Trust Company, and Brian M. Balduzzi, Private Client Attorney, of Faegre Drinker Biddle & Reath LLP, debate Delaware and South Dakota trust laws, including asset protection, dynasty, decanting, trust administration, income tax planning and more. Come listen and participate to see which state comes out on top and which might be best for certain clients for trust planning.
Learning Objectives:
* Summarize the benefits of using South Dakota or Delaware for trust planning
* Differentiate between South Dakota and Delaware for income tax and business planning
* Discuss trust decanting and modifications, along with nonjudicial settlement agreements, in South Dakota and Delaware
* Debate first-mover and case law-forward Delaware and statute-ready and liberal-minded South Dakota
* Conclude with a discussion of the role of corporate trustees and advisors in South Dakota and Delaware
PLEASE CLICK HERE TO REGISTER NOW
Thank you to our CLE Sponsor:
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
Thursday, April 23, 2026
Tax Relief! End of Tax Season Celebration
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
Thursday, May 14 2026 Educational Event
Topic: The First State (DE) vs the Mount Rushmore State (SD): Debate of State Trust Laws for Client Planning
Date: Thursday, May 14, 2026
Time: 8:00am Registration and Breakfast Open, 8:45 am Opening Remarks, 9:00 - 10:00 am Educational Program
Location: The Samaritan Center at Voorhees, 265 S. Route 73 Voorhees, NJ 08043
THANK YOU TO OUR SPONSORS OF THE MAY 14, 2026 EVENT
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