The Board Election was held on May 16, 2024. The current Board was re-elected and we want to welcome Kelly M. Barry, Esq., LLM to the EFPCSNJ Board as Secretary.The June 2024-June 2025 EFPCSNJ Board is listed below: President: Sean Rice, CTFA - Garden State Trust Company FOUNDER'S AWARD ANNOUNCEMENT It is with great honor that Marty Babitz the 2024 Founders' Award Established in 2001, The Founders' Award is presented to an individual who has provided distinguished service to the estate and financial planning profession.
About UsThe 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. EFPCSNJ Upcoming Events Wednesday, June 19, 2024 There are three sponsorship opportunities available for this meeting. Please email Tim Bower at [email protected] to take advantage of this great opportunity EFPCSNJ Sponsorship Opportunities Interested in sponsoring an EFPCSNJ event? Please contact Abby Murray at [email protected] or 856-795-0551 today to learn more
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