Association of Divorce Financial Planners

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Association of Health Underwriters

Wednesday, March 7, 2012, 8:30 – 11:30 a.m.
Robert Wood Johnson University Hospital in the Arline and Henry Schwartzman Courtyard
2012 State of the State: The New Landscape of Health Care in New Jersey
Detail to Follow

 

Financial Planning Association

Wednesday, November 9, 5 - 7 p.m.
Famished Frog, 18 Washington Street, Morristown
Directions call: 973-540-9601
La Tavola Cucina, 700 Old Bridge Tpke, South River
Directions call: 732-238-2111
FPANJ Monthly Happy Hour Series
Morristown Sponsor: George Loures, Sun America
South River Sponsor: Joe Leone & John Haugh, Pinnacle Benefits Group
For additional information contact Todd Stanard at 201-556-4503 or membership@fpanj.org

National Association of Estate Planners & Councils

Wednesday, November 16, 7 a.m. – 5 p.m.
Marriott Rivercenter Hotel, San Antonio, TX
NAEPC & the NAEPC Foundation 48th Annual Conference
Various National Speakers
Sponsor opportunities still available go to www.efpcsnj.org
Cost: Early Bird pricing now available online at www.naepc.org
For additional information call 866-226-2224 or email admin@naepc.org

Bergen County

Thursday, November 17, 4:45 p.m.
Stony Hill Inn, Hackensack
Update Revisions & Filing Requirements for NJ Estate & Inheritance Taxes
Michael Rubino, Supervising Auditor, NJ Dept. of Taxation
For additional information email Kathy Ruh at kruh@financialguide.com

Greater New Jersey

Wednesday, November 9, 11:30 a.m. – 2 p.m.
Bacari Grill, Washington Township
Charitable Planning -Why you need and how to incorporate Charitable Planning into your practice
Panel: Paul Hansen & Maja Meighan
For additional information go to www.gnjepc.org

Wednesday, December 14, 11:30 a.m. – 2 p.m.
Bacari Grill, Washington Township
Distribution Planning from Qualified Retirement Plans & IRA's and Roth IRA's Planning and Roth Con
Leonard J. Witman, Esq., Managing Partner, Witman Stadtmauer, PA
For additional information go to www.gnjepc.org

Mercer County

Monday, December 7, 7:30 – 9:30 a.m.
Greenacres Country Club, Route 206 (2170 Lawrence Road), Lawrenceville
Insurance
Ms. Carolyn Lloyd Cohen
Cost: Member $25; non-member or member paying at the door $35
For additional information go to www.mercercountyestateplanningcouncil.org

Southern New Jersey

Thursday, November 17, 8 – 9:30 a.m.
The Mansion on Main Street, Plaza 3000, Voorhees
De-Accumulation Planning – Wisdom Sold Separately
Deanna Farrugia of Fidelity Investments
Sponsor: Jackson National Life Distribution LLC & Warner Real Estate & Auction Company
Cost: Members $25; guests $35
For additional information go to www.gnjepc.org

National Association of Insurance and Financial Advisors

Greater Essex

Thursday, November 17, 8:15 a.m.
Plaza Café, 354 Eisenhower Parkway, Livingston
Annual Food & Toy Drive
*Proceeds support Montclair Salvation Army
For additional information and to register call 908-289-5259 or email
NAIFA-GreaterEssex@voicenet.com

Middlesex/Somerset

Wednesday, November 16, 8:30 – 10:30 a.m.
Hilton Garden Inn, 50 Raritan Center Parkway, Edison
Directions call: 732-225-0900
Monthly Meeting
Cost: MSAIFA members $15; NAIFA members $20; non-members $30
For additional information call 732-494-8337 x104 or email
middlsomaifa@aol.com or GFPOPPE@aol.com

Wednesday, December 21, 8:30 – 10:30 a.m.
Hilton Garden Inn, 50 Raritan Center Parkway, Edison
Directions call: 732-225-0900
Monthly Meeting
Cost: MSAIFA members $15; NAIFA members $20; non-members $30
For additional information call 732-494-8337 x104 or email
middlsomaifa@aol.com or GFPOPPE@aol.com

South New Jersey

Wednesday, November 9, 8:15 a.m.
The Mansion on Main Street, Voorhees
All you Need to Know about Wills & Trusts
Doug Fendrick, Esq.
Cost: Member $5; non-member $20
For additional information email tricounty@naifanet.com

National Conference of CPA Practitioners

Monday, November 7, 6 - 8 p.m.
Victor's Maywood Inn, 122 West Pleasant Avenue, Maywood
Monthly Meeting – Topic TBA
Credits: 2 CPE
For additional information call Fred Bachmann 973-377-2009.

Monday, December 5, 6 - 8 p.m.
Victor's Maywood Inn, 122 West Pleasant Avenue, Maywood
Monthly Meeting – Topic TBA
Credits: 2 CPE
For additional information call Fred Bachmann 973-377-2009.

 

Society of Financial Service Professionals

South Jersey Chapter

Tuesday, November 8, 8 – 10 a.m.
The Mansion on Main Street, Voorhees
Achieving Peace of Mind – Special Needs Trust
Deborah Harris, CTFA
Cost: Member $25; non-members $30
Credits are available
For additional details go to www.sfsp.net

Tuesday, November 15, 5:30 – 7:30 p.m.
Blue 2o, 1906 Route 70 W, Cherry Hill
Social Event: Autumn in South Jersey
Enhancing Memory – Matthew Goerke
Sponsor: Freedom Personal Development
Cost: $15
For additional details go to www.sfsp.net

Tuesday, December 13, 8 – 10 a.m.
The Enterprise Center, BCC, Route 38, Mt. Laurel
Our Annual Tax Update Meeting
Sponsor: Meeder Financial
Cost: Member $25; non-members $30
Credits are available
For additional details go to www.sfsp.net

WEB

Wednesday, November 2, 8 – 10 a.m.
The Grain House Restaurant (at the Olde Mill Inn), 225 Route 202, Basking Ridge
Directions call: 800-585-4461
Employment Litigation
Cost: Member $20; non-members $50
For additional details go to www.webnetwork.org

Wednesday, December 7, 8 – 10 a.m.
The Grain House Restaurant (at the Olde Mill Inn), 225 Route 202, Basking Ridge
Directions call: 800-585-4461
Annual Reception
Cost: Member $20; non-members $50
For additional details go to www.webnetwork.org