The Greater New Jersey Estate Planning Council, Inc. is a member of th National Association of Estate Planning Councils (NAEPC). The organization consists of professionals involved in the many facets of financial and estate planning; including attorneys, accountants, investment advisers, financial planners, trust officers, business valuation,a mediator and insurance specialists.
Through its monthly luncheon presentations, at The Bacari Grill in Washington Township (201-358-6330), the Council offers a forum within which to learn from each other and from industry leaders about planning techniques, current events, and shared experiences pertaining to the many disciplines of estate planning. Continuing education credits are often provided for CPAs , CFPs, NJ Attorneys and NJ Life Insurance practitioners.
Our meetings provide the opportunity to visit with friends and establish new relationships in the New Jersey/New York financial and estate planning community. Non-members are welcome to attend our meetings to learn more about the organization and attend presentations of special interest.
Please review our schedule of speakers for the fiscal year by clicking on the CALENDAR tab (left). Click ABOUT US for driving directions to our meeting location. Annual Dues for membership is $300 which includes the cost of all ten luncheon meetings. Luncheon costs are $50 for nonmembers.
Please contact our officers for further details. Their contact information appears in the LEADERSHIP tab (left).
Please be sure to visit the LINKS tab for valuable websites, including information on how our members can obtain the estate law specialist and/or accredited estate planner designations.