Search Results

2023-2024 Programs Calendar Here are the programs scheduled for South Jersey FSP. Please use this calendar to save the date for these meetings/sessions. Details will be provided as they are confirmed.

PAST CHAPTER PRESIDENTS ​ 2021-2022 Tricia Hancock, CLCT 2020-2021 William S. Merriken, JR., ChFC, AEP 2019-2020 Thomas C. Piersanti, Sr., RHU, CLU 2018-2019 Thomas C. Piersanti, Sr., RHU, CLU 2018-2017 Virginia Tanner Harriett, CFP® 2015-2016 Allan J. Turoff, CFP,CPA 2014-2015 Joseph M. Kempter, CPA,JD 2013-2014 George G. Bradley, CLU, ChFC 2012-2013 Jo-Ann M. Massanova, CLU, ChFC 2011-2012 Thomas C. Piersanti, Sr., RHU, CLU 2010-2011 Virginia Tanner Harriett, CFP® 2009-2010 Allan J. Turoff, CFP®, CPA 2008-2009 James M. Maloney, RHU, REBC 2007-2008 Brian Biehl, CFP® 2006-2007 Frank R. Demmerly, JD 2005-2006 Martin V. Higgins, CFP®, CLU, RHU, LUTCF, CSA 2004-2005 Arthur A. DiPadova, JD, LLM 2003-2004 Gary D. DeVicci, MSFS, CFP®, ChFC, AEP 2002-2003 John D. Dempsey, CLU, ChFC, MSFS, LUTCF 2001-2002 William E. Blauvelt, Jr. CLU, ChFC 2000-2001 Thomas E. Daley, Jr., CLU, ChFC 1999-2000 Thomas R. Veevers, Sr., CLU, ChFC 1998-1999 Joseph A. Barkley, III, CLU, ChFC, CFP®, MSFS 1997-1998 John F. Dautrich, CLU, ChFC 1996-1997 John F. Dautrich, CLU, ChFC 1995-1996 David R. Stuart, CLU, ChFC 1994-1995 Charles C. Bartler, CLU, ChFC 1993-1994 Randall S. Cole, CLU, ChFC 1992-1993 Dale A. Vetter, CLU, ChFC, MSFS, AEP 1991-1992 George W. Hutchens, CLU, ChFC 1990-1991 Robert J. Berry, CLU 1989-1990 Lydia P. Sheckels, CLU, ChFC, CFP 1988-1989 Albert L. Gray, Jr., CLU, ChFC 1987-1988 Paul C. Platt, CLU, ChFC, MSFS 1986-1987 Anthony M. Melsi, CLU, ChFC 1985-1986 Donald F. Baird, CLU, ChFC, MSFS, MSM 1984-1985 Morton Goldstrom, Jr., CLU 1983-1984 L. Bruce Gearhart, CLU, ChFC 1982-1983 George F. Leupold, CLU, ChFC 1981-1982 Roy Hollander, CLU, ChFC 1980-1981 Henry Donaghy, CLU 1979-1980 Bernard Yerusalim, CLU, ChFC 1978-1979 Erwin Gaston, CLU 1977-1978 E. Dominic Firmani, CLU 1976-1977 Joseph W. MacMichael, CLU, ChFC 1975-1976 William M. Miller, CLU, ChFC 1974-1975 Richard D. Troutman, CLU 1973-1974 Sidney A. Friedman, CLU 1972-1973 Thomas I. Bowen, CLU 1971-1972 John B. Stokes, CLU 1970-1971 Joseph I. Sobel, CLU 1969-1970 Alfred L. Moniot, CLU 1968-1969 Lee W. Himmelmann, CLU, ChFC, MSFS 1967-1968 Bernard C. Corak, CLU 1966-1967 Samuel C. DeCou, CLU 1965-1966 Aaron I Spiegel, CLU 1964-1965 C. Merlin Hitchner, CLU 1963-1964 Arthur Gowell, CLU 1962-1963 Lambert O Pursell, CLU 1961-1962 Robert J. Curran, Jr., CLU 1960-1961 Frederick W. Floyd, CLU 1959-1960 Paul R. Comegys, CLU 1958-1959 Herbert Edelstein, CLU 1957-1958 John J. Gallagher, CLU 1956-1957 Theodore H. Worthington, CLU 1955-1956 Joseph P. Burns, CLU ​

SJC NEWSLETTERS Select the item below that you would like to view/print: ​ ​ South Jersey Newsletter - 1st Quarter 2023 South Jersey Newsletter - 4th Quarter 2022 South Jersey Newsletter - 3rd Quarter 2022 South Jersey Newsletter - 2nd Quarter 2022 South Jersey Newsletter - October/November 2021 South Jersey Newsletter - August/September 2021 South Jersey Newsletter - January/February 2021 South Jersey Newsletter - November/December 2020 South Jersey Newsletter - August/September 2020 South Jersey Newsletter - June 2020

September 13, 2023 Kickoff Networking Event Wednesday, 5:00pm - 7:00 pm We are kicking off our 2023-2024 programs with a social networking event on: Wednesday, September 13 from 5:00pm - 7:00pm at Tonewood Brewing in Barrington, NJ located at 50 Clements Bridge Road, Barrington, NJ 08007 . ​ Come meet and network with your officers, board members, fellow members, organization sponsors and potential new members. This is an informal opportunity to network, learn more about your organization, what’s in store for 2 023-2024 and to grow your organization by bringing prospective new members. Light food and refreshments from Tonewood's draft beer selection will be served in reserved space on the mezzanine level overlooking Tonewood’s state of the art brewery. There is no cost to attend the event but we ask that you register in advance so we can plan the food and refreshments accordingly. We look forward to seeing you! ​ Re gister here to attend . ​ Questions? Call us at 317-844-6268.

2022-2023 CE Offering ​ As a chapter this year, we have to move to where the puck is going to be, not where the puck is. As such, we are offering CE in a new way in 2022 and 2023 . To help better support our members, we have designed a program calendar to support your business and offer new ideas, while offering an alternative way to earn your state mandated CE . We will be offering Super CE to our members who attend 5 meetings during the course of the program year. To clarify; that is one exam to cover all of your state CE . The chapter will pay the CE exam fee if you have attended the require sessions. With this new approach, we can offer programs not just on CE , but program themes to garner new members, like Social Security and Practice Management that speak to multiple professions and allow us to be open to new topics. We will offer a NJ State Super CE exam date in the Spring, that will include: 1 exam for two hours of testing that you can take with others in the chapter and a proctor, or at home with a proctor. ​ The exam will cover: 24 hours of STATE CE including ethics 15- CFP CE (but not CFP Ethics) 24 PACE and 5 CIME/CPWA CE ​ ​ Please feel free to call me with any questions: 609-315-6687. We appreciate your support and look forward to seeing you in the new year. ​ ​ Al Sorichetti, CHFC®, CLU®, CLTC, CBC & ALHC President, SFSP South Jersey Chapter ​ ​

MISCELLANEOUS ​ Select the item below that you would like to view/print: ​ Applications & Forms Programs Photos Past Meeting Shares SJC Newsletters Member Directory

CODE OF ETHICS ​ Why does it make good sense to select a member of the Society of Financial Service Professionals to assist you in achieving your financial objectives? Here are four very important reasons: ​ 1. To become a regular member of the Society of Financial Service Professionals, a practitioner must complete an advanced curriculum of college level studies and obtain a professional designation. ​ 2. Upon entering membership, all members must take the Professional Pledge of the Society which reads as follows: ​ THE PROFESSIONAL PLEDGE In all my professional relationships, I pledge myself to the following rule of ethical conduct. I shall, in the light of all conditions surrounding those I serve, which I shall make every conscientious effort to ascertain and understand, render that service which, in the same circumstances, I would apply to myself. ​ 3. To maintain their membership, members must agree to adhere to a professional Code of Ethics which governs the conduct of their business practices. A copy of the Code of Ethics is available to anyone by contacting the Society of Financial Service Professionals at 610-526-2500. Individuals who violate the Code can be subject to censure, suspension, revocation of the right to use their professional designation, expulsion from the Society, and other possible sanctions by regulatory agencies. ​ 4. Members must maintain a regular program of continuing education studies to keep their knowledge and skills current and in compliance with all applicable Society and regulatory standards. ​

2022-09-13 Breakfast Meeting Register Now ​ "Retirement, Medicare, mySSA, Online Services" Earth M. Nieves Social Insurance Administrator Social Security Administration ​​ Speaker Bio: Earth Nieves has had the pleasure of working for the Social Security Administration for 17 years. She started as a Claims Specialists in a field office, then progressed as a Claims Technical Expert. She was promoted to management as an Operations Supervisor and ultimately a District Manager. She recently accepted the Public Affairs Specialists Position, which has allowed her to participate in Community Outreach efforts in New Jersey with an emphasis in Southern New Jersey. Earth's current position allows her the opportunity to provide information about the catalog of services that the Social Security Administration provides to the American Public and the local members of the community. ​ "Social Security" Roberta Eckert Vice President Nationwide Retirement Institute ​​ Speaker Bio: Roberta Eckert is a Vice President of the Nationwide Retirement Institute where she is passionate about preparing clients, plan sponsors and plan participants as they navigate the changing world of retirement planning. Her areas of focus are Retirement Income planning and distribution, Long-term Care and Affluent Investor acquisition. She speaks to thousands of financial advisors, their clients and retirement plan participants on an annual basis on these topics. Before coming to Nationwide in 2013, Roberta accumulated more than 27 years of financial industry experience. Previously, she worked as a wholesaler, Divisional Vice President, Sales Development Leader, Senior Relationship Manager and a National Spokesperson. Roberta is a member of the President’s Council at Nationwide and has won awards based on sales achievement and leadership. She is frequently sought out by the media, including Kiplinger’s, CNBC, Wealth Advisor for her insight in claiming Social Security, Health Care costs in Retirement and the financial issues facing women today. Register Here ​ Meeting is both in person and streamed via GoToMeeting. 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: NOTE: New Location! Lincoln Investment Planning, Suite 10201, 10,000 Sagemore Dr., Marlton, NJ 08053 (map ). Schedule: 8:00 am - Breakfast/Registration (in person) 8:25 am - Sign-on (streaming)​ 8:30 am - Meeting 10:30 am - 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 ): Local Only Season Pass (LOSA) --$240/yr or $20/mo EFT or via check or credit card: Join Local Pass Online OR Print the Local Pass Application OR Email Sandy Gray for a LOSA application SFSP National Member --$560/yr or $47/month EFT. Visit the SFSF National website . Questions? Call us at 317-844-6268.

Our Sponsors The Society of FSP – South Jersey Chapter would like to thank our generous Sponsors. ​ 2023-2024 Sponsors ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ If you or someone you know is interested in partnering with our local chapter, please reach out to our sponsorship chair: Nate Browning at nathan.browning@lpl.com View our Sponsorship Opportunities

Our 2024 Golf Sponsors The Society of FSP – South Jersey Chapter would like to thank our generous Sponsors. Grand Cocktail Reception Sponsor ACE Sponsors Double Eagle Sponsors Eagle Sponsors Birdie Sponsors Breakfast Sponsor Poster Signage 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

2021 Bob Biehl, CLJU, ChFC, Memorial Golf Tournament Just a reminder of the fun and comradery enjoyed by the participants at last year's golf outing. We are taking registrations for the 6th Annual outing on September 19, 2022. Find out more information and register online now. Enjoy these memories and join us to make new ones.