EFPCSNJ 2024-2025 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 $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 26, 2024 
Topic: Tales from the (Family) Board Room: Strategic Tax, Financial and Estate Planning in Proactive Exit Planning for Closely-Held Business Owners
Date: Thursday, September 26, 2024
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: Laurel Creek Country Club
Speakers:
Brian M. Balduzzi, Esq., LL.M. (Tax), MBA, CFP®, CEPA®, AEP® - Faegre Drinker
Rachel Kieser - Armanino
Peter E. Moshang, Esq. - Brown Brothers Harriman
Sponsors:



Wednesday, October 23, 2024
EFPCSNJ October 23, 2024 Social Event: WINE DOWN WEDNESDAY

Each person will receive a flight of wine and appetizers
Cost: EFPCSNJ Members - $65.00
Non-Members - $65.00
Date: Wednesday, October 23, 2024
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
Sponsors:

Thursday, November 21, 2024
Topic: How Philanthropy Can Add Value To Your Practice
Panelists: 
Andy Frazier, Executive Director, Community Foundation of South Jersey
Jennifer B. Goode, National Director, Bernstein Private Wealth Management’s Institute for Trust and Estate Planning, Washington, D.C.
T. Christian Rollins, Chief Development Officer, Samaritan Healthcare & Hospice
Location: Samaritan Healthcare & Hospice
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.
Sponsors: 





Wednesday, December 11, 2024
EFPCSNJ Wine Pairing Dinner
Date: Wednesday, December 11, 2024
Time: 6:00 pm - 8: pm
*****Location: Wanda BYOB, 116 Kings Highway E, Suite 4, Haddonfield, NJ *****
Your Sommelier: EFPCSNJ Past President Eric Feldhake
Cost: EFPCSNJ Members and Non-Members - $75.00

Thursday, January 23, 2025
Topic: Annual Tax Law Update
Panelists: Attorneys from Kulzer & DiPadova
Location: Laurel Creek Country Club
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.

Sponsors: 



 Interested in sponsoring - please email [email protected]

Thursday, February 20, 2025
Topic: Estate Planning Update from Florida Institute
Speakers: Martin Babitz, BNY Mellon and Glenn Henkel, Kulzer & DiPadova
Location: Laurel Creek Country Club
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.

PLEASE CLICK HERE TO REGISTER


Sponsors:






Thursday, May 1, 2025
Social Event: Tax Relief! End of Tax Season Celebration
Cocktails & Hors d'oeuvres served from: 5:30-7:30pm
Date: Thursday, May 1, 2025
Time: 5:30-7:30pm
Location: Tavistock Country Club in Tavistock (Haddonfield), NJ
Address: 100 Tavistock Lane, Tavistock, NJ 08033
Sponsors:

Sponsors: Interested in sponsoring - please email [email protected]

Thursday, May 15, 2025
EFPCSNJ Breakfast Meeting-
Topic: Practical Business Relationships for 2nd and 3rd generation
Date: Thursday, May 15, 2025
Speaker: Gary DeVicci, CFP, AEP - Integrity Wealth Group and Samantha Heaton, Esq. - Kulzer & DiPadova
Time: 7:45am breakfast, 8:15am opening remarks, 8:30-9:30am educational program
Location: Laurel Creek Country Club
Sponsors: Interested in sponsoring - please email [email protected]

Thursday, May 22, 2025
EFPCSNJ Installation and Awards Dinner
Location: Sapori, Haddon Ave. Collingswood, NJ
Schedule: 6:00pm - 8:30 p.m.
Sponsors: There are 5 sponsorship opportunities available for this meeting. Please email Tim Bower at [email protected] to take advantage of this great opportunity
Sponsors: Interested in sponsoring - please email [email protected]

There are five sponsorship opportunities available for this meeting. Please email Tim Bower at [email protected] to take advantage of this great opportunity

INTERESTED IN SPONSORING AN EVENT?

If you are interested in sponsoring an EFPCSNJ meeting in the 2024—2025 Meeting Year, 
please contact Tim Bower at [email protected]