EFPCSNJ 2023-2024 Upcoming Events

 

ESTATE & FINANCIAL PLANNING COUNCIL OF SOUTHERN NEW JERSEY

2023-2024 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 28, 2023
Topic: ESOPS Panel
Speakers: Lindsay Shafer and Michael Donahue
Location: Laurel Creek Country Club
Schedule: Breakfast - 8:00 am; Opening Remarks 8:15am - 8:30am ; Program 8:30-9:30am 
Sponsor: Armanino, BNY Mellon and Garden State Trust Company

Thursday, November 9, 2023
Topic: What's New in Estate Litigation
Speakers:  Anthony LaRatta, Esq and Steven Mignogna, Esq. - Archer & Greiner
Location: 
The Samaritan Center at Voorhees
Schedule: Opening Remarks: 8:15am – 8:30am, Educational Program:8:30am – 9:30am, 
Sponsors:  

Thursday, January 18, 2024
Topic: Tax Law Update
Speakers: Attorneys form Kulzer & DiPadova
Location: Laurel Creek Country Club
Schedule: Breakfast - 8:00 am; Opening Remarks 8:15am - 8:30am ; Program 8:30-9:30am
Sponsors: Bernstein, LPL, Samaritan Healthcare & Hospice

Thursday, February 15, 2024
Topic: Estate Planning Update from Florida Institute
Speakers: Martin Babitz, BNY Mellon and Glenn Henkel, Kulzer & DiPadova
Location: Laurel Creek Country Club
Schedule: Breakfast 8:00 am; Program 8:30-9:30am 
Sponsors: Arosa Care, BNY Mellon, LPL Financial, PNC

Thursday, April 25, 2024
Social Event: Tax Relief! End of Tax Season Celebration
Cocktails & Hors d'oeuvres served from: 5:30 – 7:30pm
REGISTER NOW!
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
Each person will receive two drink tickets
Cost:
EFPCSNJ Members - $50.00
Non-Members - $50.00

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

Thursday, May 16, 2024
Topic: 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
LPL Financial

INTERESTED IN SPONSORING - Please email Abby Murray at [email protected] to confirm your spot.
REGISTRATION 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

INTERESTED IN SPONSORING AN EVENT?I

If you are interested in sponsoring an EFPCSNJ meeting in the 2023—2024 Meeting Year, 
please contact Abby Murray at [email protected]