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.
For more information click here

EFPCSNJ Upcoming Events

Thursday, May 16, 2024
EFPCSNJ Breakfast Meeting-
Down the Rabbit Hole and Through the Looking Glass: The Wonderland of Trust Situs
Date:  Thursday, May 16, 2024
Speaker: Bradley D. Terebelo, Esquire - Heckscher, Teillon, Terrill & Sager 
Time:  7:45am breakfast, 8:15am opening remarks, 8:30-9:30am educational program
Location:  Laurel Creek Country Club
Sponsors: 
Armanino LLP
LPL Financial

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

REGISTARTION WILL OPEN IN MAY 2024

Wednesday, June 19, 2024
EFPCSNJ Installation Dinner
Date:  Wednesday, June 19 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 MAY 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