The Estate and Financial Planning Council of Southern New Jersey, Inc. is a professional association of estate and financial planning practitioners in the southern NJ region.

The objectives of the Council are: to provide a better understanding of the services its members can render to the general public; to promote cooperation between each of the membership groups of this organization and to foster a better understanding of the proper relationship which each group bears to the other, to its clients and to the general public; to promote the awareness and usage of financial planning through appropriate means, including education; and to promote the interests of its members through the sharing of knowledge and expertise. 

Testimonials

 “I‘ve often said ‘I know what I don‘t know.’ It was fellow Council member Jerry Susman, Esq. who pointed out, ‘Yes Marty but you know who knows what you don’t know?’ It’s the Estate and Financial Planning Council where I interact with those colleagues who do know what I don’t know. I, in turn, may very well know what they might not. I’m further excited with the Council in that, although I enjoy my other affiliations, where else can I interact so well with the various disciplines and professional colleagues?”

Martin H. Abo, CPA
Abo and Company, LLC • Certified Public Accountants–Litigation & Forensic Consultants

“The Estate and Financial Planning Council provides an excellent opportunity to network with other professionals in the estate and financial planning field while providing a forum to discuss issues of interest to all. Meetings provide an educational opportunity to learn more about specific topics and the expertise of the various professions which make up the membership. The Council provides the area ‘community’ for professional advisors.”

Frank R. Demmerly, Jr., Esq.
Archer & Greiner, PC • Chair, Estates & Trusts Dept

“I have been a member of the Estate and Financial Planning Council for my entire professional career (over 25 years). I have found the Council to be one of the most effective means of networking with other professionals in the local community. It is too easy for professionals to associate with members of only their practicing discipline without achieving the broader picture of the estate plan that the clients need. The Estate and Financial Planning Council gives practitioners – particularly attorneys – this added depth.”

Glenn A. Henkel, Esq.
Kulzer & DiPadova, PA

Take this opportunity to further your professional and personal growth by becoming a EFPCSNJ member.
Click HERE to complete a membership application today.