Greater New Jersey Estate Planning Council, Inc
The Greater New Jersey Estate Planning Council, Inc. is a member of the National Association of Estate Planning Councils (NAEPC). The Council consists of various professionals involved in the many facets of estate planning, as well as financial, charitable and philanthropic, investment and insurance planning. Our Council invites allied professional, involved in any of these or related fields/industries, to apply for membership. Our members include: attorneys, accountants, investment professionals and advisors; financial planners, advisors and consultants; trust officers, business valuation professionals, insurance, professionals; nonprofit development professionals, home healthcare and senior care providers, and other related professionals.
Through its monthly presentations 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.
Greater New Jersey Estate Planning Council, Inc
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Past (78)
Legacy Planning Is Different Than Traditional Estate Planning...
Wed, Mar 20 • 9:00 AM EDT
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A Heckerling 2024 Review and Deep Dive!
Wed, Feb 21 • 9:00 AM EST
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What’s Hot and What's Not in Financial, Estate, & Life Insurance Planning!
Wed, Nov 15 • 11:45 AM
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GNJEPC Fall Happy Hour!
Wed, Oct 25 • 5:00 PM
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The Intersection of Business Succession, Exit, and Estate Planning
Wed, Oct 18 • 11:45 AM
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A Capital Markets and Economic Outlook for 2023 and Beyond!
Wed, Sep 20 • 11:45 AM
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The Best Estate and Tax Planning Ideas for 2023 and Beyond!
Wed, Jun 14 • 12:00 PM EDT
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What Am I Thinking? Planning Topics That Are On My Mind
Wed, May 10 • 12:00 PM EDT
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Maximizing Life Insurance Value: Professional, Estate Planning & Economics
Wed, Mar 22 • 9:00 AM EDT
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A Heckerling 2023 Review
Wed, Feb 15 • 9:00 AM EST
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Integrating Life Insurance with Trust & Estate Planning - A New Methodology
Wed, Nov 16 • 12:00 PM EST
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More New Laws & More New Ideas For Retirement and Distribution Planning
Wed, Oct 19 • 11:30 AM
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Legacy Planning Is Different Than Traditional Estate Planning...
Wed, Mar 20 • 9:00 AM EDT
Check ticket price on event
A Heckerling 2024 Review and Deep Dive!
Wed, Feb 21 • 9:00 AM EST
Check ticket price on event
What’s Hot and What's Not in Financial, Estate, & Life Insurance Planning!
Wed, Nov 15 • 11:45 AM
Check ticket price on event
GNJEPC Fall Happy Hour!
Wed, Oct 25 • 5:00 PM
Check ticket price on event
The Intersection of Business Succession, Exit, and Estate Planning
Wed, Oct 18 • 11:45 AM
Check ticket price on event
A Capital Markets and Economic Outlook for 2023 and Beyond!
Wed, Sep 20 • 11:45 AM
Check ticket price on event
The Best Estate and Tax Planning Ideas for 2023 and Beyond!
Wed, Jun 14 • 12:00 PM EDT
Check ticket price on event
What Am I Thinking? Planning Topics That Are On My Mind
Wed, May 10 • 12:00 PM EDT
Check ticket price on event
Maximizing Life Insurance Value: Professional, Estate Planning & Economics
Wed, Mar 22 • 9:00 AM EDT
Check ticket price on event
A Heckerling 2023 Review
Wed, Feb 15 • 9:00 AM EST
Check ticket price on event
Integrating Life Insurance with Trust & Estate Planning - A New Methodology
Wed, Nov 16 • 12:00 PM EST
Check ticket price on event
More New Laws & More New Ideas For Retirement and Distribution Planning
Wed, Oct 19 • 11:30 AM
Check ticket price on event
Events
Legacy Planning Is Different Than Traditional Estate Planning...
Wed, Mar 20 • 9:00 AM EDT
Check ticket price on event
A Heckerling 2024 Review and Deep Dive!
Wed, Feb 21 • 9:00 AM EST
Check ticket price on event
What’s Hot and What's Not in Financial, Estate, & Life Insurance Planning!
Wed, Nov 15 • 11:45 AM
Check ticket price on event
GNJEPC Fall Happy Hour!
Wed, Oct 25 • 5:00 PM
Check ticket price on event
The Intersection of Business Succession, Exit, and Estate Planning
Wed, Oct 18 • 11:45 AM
Check ticket price on event
A Capital Markets and Economic Outlook for 2023 and Beyond!
Wed, Sep 20 • 11:45 AM
Check ticket price on event
The Best Estate and Tax Planning Ideas for 2023 and Beyond!
Wed, Jun 14 • 12:00 PM EDT
Check ticket price on event
What Am I Thinking? Planning Topics That Are On My Mind
Wed, May 10 • 12:00 PM EDT
Check ticket price on event
Maximizing Life Insurance Value: Professional, Estate Planning & Economics
Wed, Mar 22 • 9:00 AM EDT
Check ticket price on event
A Heckerling 2023 Review
Wed, Feb 15 • 9:00 AM EST
Check ticket price on event
Integrating Life Insurance with Trust & Estate Planning - A New Methodology
Wed, Nov 16 • 12:00 PM EST
Check ticket price on event
More New Laws & More New Ideas For Retirement and Distribution Planning
Wed, Oct 19 • 11:30 AM
Check ticket price on event
Legacy Planning Is Different Than Traditional Estate Planning...
Wed, Mar 20 • 9:00 AM EDT
Check ticket price on event
A Heckerling 2024 Review and Deep Dive!
Wed, Feb 21 • 9:00 AM EST
Check ticket price on event
What’s Hot and What's Not in Financial, Estate, & Life Insurance Planning!
Wed, Nov 15 • 11:45 AM
Check ticket price on event
GNJEPC Fall Happy Hour!
Wed, Oct 25 • 5:00 PM
Check ticket price on event
The Intersection of Business Succession, Exit, and Estate Planning
Wed, Oct 18 • 11:45 AM
Check ticket price on event
A Capital Markets and Economic Outlook for 2023 and Beyond!
Wed, Sep 20 • 11:45 AM
Check ticket price on event
The Best Estate and Tax Planning Ideas for 2023 and Beyond!
Wed, Jun 14 • 12:00 PM EDT
Check ticket price on event
What Am I Thinking? Planning Topics That Are On My Mind
Wed, May 10 • 12:00 PM EDT
Check ticket price on event
Maximizing Life Insurance Value: Professional, Estate Planning & Economics
Wed, Mar 22 • 9:00 AM EDT
Check ticket price on event
A Heckerling 2023 Review
Wed, Feb 15 • 9:00 AM EST
Check ticket price on event
Integrating Life Insurance with Trust & Estate Planning - A New Methodology
Wed, Nov 16 • 12:00 PM EST
Check ticket price on event
More New Laws & More New Ideas For Retirement and Distribution Planning
Wed, Oct 19 • 11:30 AM
Check ticket price on event