South Jersey Chapter 2020-2021

Meeting Calendar

For more information on sponsorship opportunities and Chapter Events, please contact Chapter

Executive, Emily Harriett at228-365-1479

SFSP-SJC@outlook.com

September 15, 2020:  Topic: “View from the Top: Current State of the Economy” Speaker: Ben Ayers, Senior Director Chief Economist at Nationwide  September 21, 2020: 4th Annual Bob Biehl Memorial Golf Tournament Benefitting Deborah Lung and Heart Laurel Creek Country Club  October 13, 2020: Topic: “Ethics” Speakers: Virginia Harriett, CFP®, AIF® & Tricia Hancock, CLTC November 10, 2020: Topic: “Planning Opportunities for Life Insurance from the Secure Act.” Panel: Victor Ngai, JD, Senior Advanced Markets, Security Mutual Life & Caroline Mckay, JD, LLM, Associate Counsel JH Advanced Markets at John Hancock  December 8, 2020:  Topic: “Annual Tax Update” Speakers: Kulzer and DiPadova Panel 

January 12, 2021:  Topic: “Current Trends and Future of Employer Sponsored Healthcare Plans” Panel: Lenny Katz, President of Katz Pierz, Ryan Petrizzi, Amerihealth & Doug Lubenow, President of The Lubenow Agency  

February 9, 2021: Topic: “College Planning/College Funding” Speaker: TBD  March 9, 2021: Topic: “Free Throws for Financial Professionals: Lessons I Learned as a Student Manager” Speaker: Mike McGlothin, ChFC®, CLU®, CFP®, LUTCF®, EVP, RETIREMENT, ASH BROKERAGE  April 6, 2021: Topic: “Planning for LTC Cost and Retirement” Panel: Archer Law & Al Sorichetti, CHFC® CLU®  CLTC

May 11, 2021: Topic: “Tax Efficient Investing: Alternatives” Speaker: TBD

Additional resources are available on our website:

www.societyoffsp.org/south-jersey

Click here for our LINKEDIN page: https://www.linkedin.com/groups/12078107/

http://SFSP-SJC@outlook.comhttp://www.societyoffsp.org/south-jerseyhttps://www.linkedin.com/groups/12078107/