About Us

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.
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EFPCSNJ Upcoming Events

 

Thursday, April 25, 2024 - Social Event
Tax Relief! End of Tax Season Celebration

Date: Thursday, April 25, 2024
Time: 5:30-7:30pm
Location: Tavistock Country Club in Tavistock (Haddonfield), NJ
Address: 100 Tavistock Lane, Tavistock, NJ 08033

REGISTER NOW!!

Sponsors:
BNY Mellon
Garden State Trust Company
Kulzer & DiPadova
COADJUTANT™ Financial Planning Services

INTERESTED IN SPONSORING - Please email Tim Bower at [email protected] to confirm your spot.

Thursday, May 16, 2024
EFPCSNJ Breakfast Meeting-
Domicile Jurisdiction
Date:  Thursday, May 16, 2024
Speakers:  TBD
Time:  7:45am breakfast, 8:15am opening remarks, 8:30-9:30am educational program
Location:  Laurel Creek Country Club
Sponsors:  Armanino LLP

INTERESTED IN SPONSORING - Please email Tim Bower at [email protected] to confirm your spot.

REGISTARTION WILL OPEN IN APRIL 2024

Thursday, June 13, 2024
EFPCSNJ Installation Dinner
Date:  Thursday, June 13 2024
Time:  Starts at 5:45pm with networking and program starts at 6:15pm
Location:  Sapori in Collingswood, NJ

Sponsors:  There are 6 sponsorship opportunities available for this meeting. Please email Tim Bower at [email protected] to take advantage of this great opportunity

REGISTRATION WILL OPEN IN APRIL 2024

EFPCSNJ Sponsorship Opportunities

Interested in sponsoring an EFPCSNJ event? Please contact Abby Murray at [email protected] or 856-795-0551 today to learn more