Estate and Financial Planning Council of Southern New Jersey

Estate and Financial Planning Council of Southern New Jersey

金融服务

关于我们

网站
https://www.efpcsnj.org
所属行业
金融服务
规模
1 人
类型
非营利机构

动态

  • EFPCSNJ Breakfast Meeting - Thursday, November 21, 2024 Registration is limited to 40 people.?Register Now!! REGISTER AT WWW.EFPCSNJ.ORG How Philanthropy Can Add Value To Your Practice? Date: Thursday, November 21, 2024 Time: 8:00am Registration and Breakfast Open, 8:45 am Opening Remarks, 9:00 - 10:00 am Educational Program PLEASE NOTE THE NEW EDUCATIONAL PROGRAM START TIME OF 9AM. ***Location: The Samaritan Center at Voorhees, 265 S. Route 73 Voorhees, NJ 08043*** Speakers: Andy Fraizer, Executive Director, Community Foundation of South Jersey Jennifer B. Goode, National Director, Bernstein Private Wealth Management’s Institute for Trust and Estate Planning, Washington, D.C. T. Christian Rollins, Chief Development Officer, Samaritan Healthcare & Hospice Cost:? EFPCSNJ Members?-?$45.00 Non-Members - $65.00

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  • EFPCSNJ October 23, 2024 Social Event WINE DOWN WEDNESDAY ?SPACE IS LIMITED SO PLEASE REGISTER EARLY! To register go to WWW.EFPCSNJ.ORG Date:?Wednesday, October 23, 2024 Time:?6:00-8:00pm ET Location:?Saddlehill Winery Address:?1407 White Horse Road, Voorhees Township, NJ 08043 Cocktails & Hors d'oeuvres served from:?6:00-8:00pm ET Sponsors: PNC Bank: Private Wealth Management Interested in sponsoring??Please contact?[email protected] Each person will receive a flight of wine and appetizers Cost: EFPCSNJ Members - $65.00 Non-Members - $65.00 To register go to WWW.EFPCSNJ.ORG ABOUT SADDLEHILL WINERY https://saddlehill.com/ 250 Years of Farming History Amid the tumultuous era of the Revolutionary War in 1772, a historic gesture unfolded: George Washington bestowed a 69.8-acre parcel of land in Voorhees to his loyal personal guard, Lt. John Stafford. Known for its pastoral landscape and grazing horses, the Staffords of the late 1700s primarily grew corn and potatoes. As the 20th century began The Stafford family shifted focus to growing hay and horse harness racing. In 2003 The Stafford farming legacy was solidified when the land we now call Saddlehill was preserved by The Land Trust of NJ, forever ensuring it remains a farm. Over time the farm conditions faded. Fences broke, buildings were in disrepair, and its future use came into question. On a pivotal day in March 2021, a new chapter began when Amy & Bill Green purchased the property. Guided by the Stafford history and fueled by their iconic memories of horse racing, the Green family now breathes life back into this cherished land. Horses gallop once more, alpacas grace the fields, and the echoes of traditional agriculture resound as a testament to history. With unwavering dedication, the Greens forge ahead to create this vineyard and winery, reviving the farm to share its splendor anew with the community. ?

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  • EFPCSNJ Breakfast Meeting - Thursday, September 26, 2024 https://www.efpcsnj.org/ Tales from the (Family) Board Room: Strategic Tax, Financial and Estate Planning in Proactive Exit Planning for Closely-Held Business Owners Date: Thursday, September 26, 2024 Thank you to our sponsors: BNY|Wealth - learn more at https://lnkd.in/gtP2JHJN Virtua Health - learn more at https://lnkd.in/e3AN4QH5 EFPCSNJ is looking for additional sponsors to help support our first educational event this year.?We have over 30 registrants and expect to have about 40 people there.?Sponsors receive two complimentary tickets to the event, the opportunity to distribute promotional materials to all attendees, and five minutes to address the attendees before the session starts.?Most of you know the quality of the attendees that attend our meetings so the opportunity to get in front of this esteemed audience is worth the time and the cost.?Your logo with a link to your website will also be on all email blasts and your company will be highlighted on our LinkedIn page and our website.?The cost for the sponsorship is $400.00 and when you consider the reach that provides your company it is marketing money well spent.?Interested in sponsoring please email [email protected] or call Tim Bower at 215-858-8023. EFPCSNJ Breakfast Meeting - Thursday, September 26, 2024 Tales from the (Family) Board Room: Strategic Tax, Financial and Estate Planning in Proactive Exit Planning for Closely-Held Business Owners Date: Thursday, September 26, 2024 For more information - https://www.efpcsnj.org/

    Virtua Health | Transforming Health Care Through Philanthropy

    Virtua Health | Transforming Health Care Through Philanthropy

    https://givetovirtua.org

  • EFPCSNJ Breakfast Meeting - Thursday, September 26, 2024 Tales from the (Family) Board Room: Strategic Tax, Financial and Estate Planning in Proactive Exit Planning for Closely-Held Business Owners Date: Thursday, September 26, 2024 Thank you to our sponsor: Virtua Health https://lnkd.in/e3AN4QH5 EFPCSNJ is looking for additional sponsors to help support our first educational event this year.?We have over 30 registrants and expect to have about 40 people there.?Sponsors receive two complimentary tickets to the event, the opportunity to distribute promotional materials to all attendees, and five minutes to address the attendees before the session starts.?Most of you know the quality of the attendees that attend our meetings so the opportunity to get in front of this esteemed audience is worth the time and the cost.?Your logo with a link to your website will also be on all email blasts and your company will be highlighted on our LinkedIn page and our website.?The cost for the sponsorship is $400.00 and when you consider the reach that provides your company it is marketing money well spent.?Interested in sponsoring please email [email protected] or call Tim Bower at 215-858-8023. EFPCSNJ Breakfast Meeting - Thursday, September 26, 2024 Tales from the (Family) Board Room: Strategic Tax, Financial and Estate Planning in Proactive Exit Planning for Closely-Held Business Owners Date: Thursday, September 26, 2024 For more information https://lnkd.in/eu8tUDNh

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    efpcsnj.memberclicks.net

  • EFPC-SNJ 2024 Installation Dinner Date:?Wednesday, June 19, 2024 Time:?6:00-9:00 pm Location:?Sapori, Haddon Ave., Collingswood, NJ (COVERED OUTSIDE AREA) Come and celebrate the past year OUTSIDE and IN PERSON while we install the new officers of the EFPC of SNJ. You do not want to miss this opportunity to reconnect with old friends and make new friends. For more information please click below: https://lnkd.in/eAEWzctN

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  • EFPC-SNJ 2024 Installation Dinner Date:?Wednesday, June 19, 2024 Time:?6:00-9:00 pm Location:?Sapori, Haddon Ave., Collingswood, NJ (COVERED OUTSIDE AREA) Come and celebrate the past year OUTSIDE and IN PERSON while we install the new officers of the EFPC of SNJ. You do not want to miss this opportunity to reconnect with old friends and make new friends.? For more information please click below: https://lnkd.in/eAEWzctN

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