The Estate Planning Council of Central New Jersey is composed of attorneys, accountants, brokers, financial planners, life underwriters, pension consultants and trust officers. Its principal aim is to develop cooperation and understanding among these groups in order to better serve the general public and provide for conservation of family wealth and protection of their financial interests through “Estate Planning”.
We meet monthly on an academic calendar (September through June) for breakfast and dinner meetings at the Jumping Brook Country Club in Neptune, NJ. We schedule dynamic speakers to provide educational presentations on timely estate and financial plannign topics. Members are welcome to present at breakfast meetings, and dinner presenters are sought after experts in their field. The majority of our presentations qualify for continuing education - CLE for attorneys, CFP for financial planners and CE for CPAs.
If you are a professional engaged in estate planning and you are intereseted in joining our council, please reach out directly to any of our officers. We'd welcome you to attend an upcoming event as a guest.
Estate Planning Council of Central New Jersey is affiliated with the National Association of Estate Planners & Councils and joining can fulfill the requirement of belonging to an affiliated local estate planning council to become an Accredited Estate Planner® (AEP®) designee. Please contact the national office at 866-226-2224 to learn more about the Accredited Estate Planner® designation.