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September 2021
September 14th Meeting
Topic: Part 1: How the Federal Reserve Controls the Economy Part 2: All You Want To Know About Crypto Currencies to Talk Intelligently With Your Clients Speakers: Bill Stone, Retired President of the Philadelphia Federal Reserve Tejas Nerurkar, Founder of Optimum Output LLC, Bill Evans, Liberty Fox Technologies CEO
Find out more »5th Annual SFSP-SJC Bob Biehl, CLU, ChFC Memorial Golf Tournament at Laurel Creek Country Club 701 Centerton Road Mt. Laurel, NJ 08054
Location: Laurel Creek Country Club Date: September 20, 2021 We appreciate your continued support and dedication to this event. Proceeds of this event benefit Deborah Heart and Lung Center. To register for the tournament please click here. To view the brochure with event information: Bob Biehl Memorial Open 9-20-2021 For Tournament information, please call: Thomas C. Piersanti, SR. RHU, CLU 609-870- 4280 Brian E. Biehl, CFP 609-351-1874 WE LOOK FORWARD TO SEEING YOU ON SEPTEMBER 20th AT LAUREL CREEK!!
Find out more »October 2021
October 12th Meeting
Topic: "Year End Planning - How to Effectively Utilize Charitable Giving Tools." Speakers: Andy Frazier, Executive Director of The Community Foundation of South Jersey, Glenn Henkel, Esq. of Kulzer and DiPadova
Find out more »November 2021
November 9th Meeting
Topic: "Dot the I's and Cross the T's--The Details DO Matter! Issues involved in Long Term Care Planning” Panel: Sarah Cranston, Esq., Archer Law Nancy Carman MA, CECC, CMC, from Fendrick and Morgan
Find out more »December 2021
December 14th Meeting
Topic: "Annual Tax Update" Speakers: Joe Kempter, JD.LLM & Kulzer and DiPadova Pane
Find out more »January 2022
January 11th Meeting
Topic: “Economic Update” Speaker: Glen Dorsey from Clark Capital
Find out more »February 2022
February 8th Meeting
Topic: Part 1: "Impact of Covid-19 on Underwriting" Part 2: "Impact of Low Interest Rate Environment on Insurance Company Portfolios Speaker: TBD
Find out more »March 2022
March 8th Meeting
Topic: "Business Owners Case Study Succession Planning" Speaker: Yasmeen Khaleel, ESQ, Capehart & Scatchard and Kim Dula, CPA
Find out more »April 2022
April 12th Meeting
Topic: "Ethics" Speaker: Tricia Hancock and Virginia Harriett
Find out more »May 2022
May 10th Meeting
Topic: Part 1: Best Practices for Your Business: Growing Our Practices Part 2: Marketing- IT Software Part 3: Presentation Tools Speaker: TBD
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