EFPCSNJ 2019-2020 Upcoming Events

 

ESTATE & FINANCIAL PLANNING COUNCIL OF SOUTHERN NEW JERSEY

2019-2020 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 19, 2019
Topic: Planning for the Back 9:  What you need to know about Business Succession
Speakers: Tiffany Donio Esq. – Archer & Greiner, Ken Harris Esq. – Harris Law Offices, Chris Vassalo, CFP – RTD Financial
Location: TOP GOLF, Mt. Laurel, NJ
Schedule: Registration: 4:30pm – 5:30pm, Opening Remarks: 5:15pm – 5:30pm, Educational Program:5:30pm – 6:30pm, Food/Drinks/Golf: 6:30pm – 8:30pm
EXCLUSIVE Sponsor: 


Thursday, November 21, 2019
Topic: It’s Already November – Have you talked to your clients about Charitable Planning?
Speakers:  Jamie McCann – American Cancer Society, 
Yasmeen Khaleel Esq. – Capehart Scatchard, Lee Shields, CPA – Friedman, LLP
Location: Samaritan Healthcare and Hospice – 265 Route 73 South, Voorhees, NJ 08043
Schedule: Breakfast 8:00 am; Program 8:30-9:30am 
Sponsors: There are three sponsorships available.  

Do not miss this opportunity to sponsor an EFPCSNJ Event.  Call 856-795-0551 Today!

Thursday, January 16, 2020
Topic: Tax Law Update
Speakers: Attorneys form Kulzer & DiPadova
Location: Laurel Creek Country Club, 701 Centerton Rd., Mt. Laurel, NJ
Schedule: Breakfast 8:00 am; Program 8:30-9:30am
Sponsors: There are three sponsorships available.  
Do not miss this opportunity to sponsor an EFPCSNJ Event.  Call 856-795-0551 Today!

Thursday, February 20, 2020
Topic: Estate Planning – The Latest Update from Florida
Speakers: Martyn Babitz, J.D. – BNY Mellon Wealth Management, 
Glenn Henkel, Esquire – Kulzer &DiPadova
Location: Laurel Creek Country Club, 701 Centerton Rd., Mt. Laurel, NJ
Schedule: Breakfast 8:00 am; Program 8:30-9:30am 
Sponsors: There are three sponsorships available.  
Do not miss this opportunity to sponsor an EFPCSNJ Event.  Call 856-795-0551 Today!

Thursday, May 21, 2020
Topic: Avoiding Digital Disasters:  Digital Assets in Estate Planning and Administration
Speakers:  Karen A. Fahrner, Esq. – Heckscher, Teillon, Terrill & Sager, P.C 
Andy DeMaio, Esq., Neff Aguilar, LLC
Location: Laurel Creek Country Club, 701 Centerton Rd., Mt. Laurel, NJ
Schedule: Breakfast 8:00 am; Program 8:30am-9:30am
Sponsors: There are three sponsorships available.  Do not miss this opportunity to sponsor an EFPCSNJ Event.  Call 856-795-0551 Today!

June 4, 2020
EFPCSNJ Installation and Awards Dinner
Location: TBD 
Schedule: 6:00pm - 9:00pm
Sponsors: There are five sponsorships available.  Do not miss this opportunity to sponsor an EFPCSNJ Event.  Call 856-470-4521 Today!

INTERESTED IN SPONSORING AN EVENT?I
If you are interested in sponsoring an EFPCSNJ meeting in the 2018—2019 Meeting Year, 
please contact Abby Murray at 856-795-0551.