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June 15, 2023 Lunch and Learn Register Here Registration deadline: June 9, 202 3 Why Attend This Meeting? You will learn/be refreshed on the key questions we should be asking during the discovery phase as well as what documents we should be asking for depending on how the client answers the questions. ​ Speakers at this session include: Don Cooper: Principal - Don will discuss Business Planning and Executive Retention plans design options/strategies Katie Lippincott: Principal - Katie will discuss Disibility Insurance, product design, individual and ER sponsored plans, etc Bryan Tribble: Nationwide - Bryan will give a brief discussion on ERTC (Employee Retention Tax Credits) Al Sorichetti: Nationwide - Al will wrap up the SJC 2022-2023 program, recapping what we saw this year through the program ​ "Small Business Survival" Don Cooper Regional Vice President - Life Principal Financial ​ ​ ​ Don has over 35 years of experience in the life insurance industry working alongside financial advisors, producers, attorneys and CPAs in finding flexible insurance planning solutions for their clients. He has delivered many seminars and lectures to insurancelicensed advisors. And, he also has experience in working side by side with advisors and their clients on point-of-sale calls. Don holds his Series 6 License as well as New York, New Jersey, and Connecticut state Life and Health Licenses. Don is a New York state certified continuing education (CE) Instructor and certified CPE instructor. He is a member of International Association of Financial Planners, and the National Association of Insura nce and Financial Advisors (NAIFA). ​ ​ Katie Lippincott, CLU, DIA Regional Vice President Principal Financial ​​ Too often due to the nature of traditional group LTD, the owners, executives, and rainmakers of a company have the least comprehensive coverage. Katie partners with employee benefit professionals to design and implement supplemental income protection plans for their group clients so that their incomes and businesses are properly protected against the unpredictability of serious illness and injury. Bryan Tribble, ChFC®, CLU®, ALHC® Financial Planner - Legacy Planning Nationwide Financial ​​ As a Financial Planner on the Legacy Planning team, Bryan works with Financial Advisors across the country to create comprehensive financial plans for farmers, ranchers and small business owners. This meeting is offered ONLY in person. Cost is $15 for members , $30 for non-members (a 50% reduction from last year! ) Cost is free for 1st time attendees (see Guest Policy below ) Location : Turning Point of Marlton, Marlton Square 300 Route 73 South, Marlton, NJ 08053 (map ). Schedule: 11:30 am - Lunch/Registration 12:00 pm - Meeting 1:30 pm - Adjournment ​ Guest Policy: ​ Guests are welcome to attend our meetings during the 2022-23 year with the following rules: 1st meeting attended (In Person or Virtual) — Cost is Free , Compliments of the Chapter. We welcome you! Subsequent meetings attended (In Person or Virtual) -- Guest pays $30 non-member meeting registration fee at time of registration. Guests/Non-members may join and become a member under one of 2 options (see a benefits comparison of both options ): ​ Questions? Call us at 317-844-6268.

Society of Financial Service Professionals South Jersey Chapter Bob Biehl, CLU, ChFC Memorial Golf Tournament June 19, 2023 (time is running short…be sure to sign up today) Medford Village Country Club 28 Golfview Drive • Medford, NJ 08055 REGISTER NOW MORE INFORMATION Your Local Community of Financial Service Professionals serving South Jersey FSP is the only place where you will find a multidisciplinary community of accomplished professionals, including CPAs, attorneys, insurance experts, financial advisors from all disciplines—providing an immediate network of collaborators available to you, NOW. Join us for our last Program of the 2022-2023 season as we present the session that was postponed from April 18th. Register now to join us on June 15th at the Turning Point in Marlton for our Small Business Survival Lunch and Learn . This session is offered ONLY in person. ‘Your financial success is our members’ business’ What We’re All About The Society has 13,500 members affiliated with 190 local Chapters. Our members are dedicated to the concept of providing the highest quality professional financial services with the highest ethical conduct in the industry. The South Jersey Chapter is a Gold Medal Award winner for achievement, programing and member benefits. With over 100 members located throughout the southern eight counties of the State of New Jersey the professional practice specialties are diverse and include: Financial Planning Retirement Counseling Estate Planning Business & Compensation Planning Life, Health & Disability Insurance Planning Multiple Risk Management Qualified Plans Employee Benefits. ​ We hope to have the opportunity to meet with you in person in the near future. ​

Our 2023 Golf Sponsors The Society of FSP – South Jersey Chapter would like to thank our generous Sponsors. Grand Cocktail Reception Sponsor ACE Sponsors Eagle Sponsors Joe Biehl Group Birdie Sponsors Par Sponsors Hole Sign Sponsors If you or someone you know is interested in partnering with our golf outing, please Register Online Now or Print Registration Form