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2023-05-09 Virtual Lunch and Learn "Technology & Cybersecurity 2023: Trends and Best Practices" Stephen Ryder Chief Strategy Officer Visory ​​ Speaker Bio: Steven Ryder was the founder and CEO of True North Networks and recently joined forces with Right Size Solutions to form Visory and serves as Chief Strategy Officer. Visory delivers enterprise-level technology and cybersecurity solutions to clients in the financial services industry of all sizes. They give their clients the technology and support they need to grow in flexible environments that comply with regulatory standards. Register Here Schedule: ​11:55 am - Sign-on​ 12:00 pm - Session 1:00 pm - Adjournment​ Meetings are streamed only and use GoTo Meeting . Cost is free for members Cost is $30 for non-members Guests are welcome - see our Guest Policy below 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.

ABOUT THE CHAPTER ​ WELCOME to the website of the South Jersey Chapter of the Society of Financial Service Professionals. ​ 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. ​ To be accepted for regular membership in the Society, an individual must have achieved and demonstrated a high level of achievement in his or her professional career. Among other requirements, he or she must have achieved a recognized professional credential that required completion of an advanced curriculum of professional study. Currently, our members hold one, and in many cases several, of the following professional designations or professional marks: ​ CLU – Chartered Life Underwriter – The American College. ChFC – Chartered Financial Consultant – The American College. CFA – Certified Financial Analyst CFP – Certified Financial Planner – CFP-Board of Standards. CPA – Certified Public Accountant – American Institute of CPA. CTFA – Certified Trust and Financial Advisor – American Banking Association. JD – Jurist Doctor – Accredited College or University. MSFS – Master of Science in Financial Services – The American College. MSM – Master of Science in Management – The American College. REBC – Registered Employee Benefits Consultant – The American College. RHU – Registered Health Underwriter – The American College. Thank you for visiting us. We hope to have the opportunity to meet with you in person in the near future. ​ ‘Your financial success is our members’ business’ ​ ​

2024-04-23 CFP Ethics Lunch and Learn Register Now ​ "CFP Ethics" (2 hours of CFP CE) Virginia T. Harriett, CFP® AIF® Sr. Financial Advisor Harriett Financial Group Lincoln Investment ​​ Virginia has been in the Financial Services industry for over 35 years. She earned her CFP® credential in 1987 and AIF® credential in 2014. She has a passion for helping people plan for their future and loves empowering them to achieve their goals. She strives to educate her clients on the benefits of different financial products and services and is your financial guide – helping you get where you want to go. Virginia is qualified in many areas of long-term planning – Wealth Management, College Saving, Life Insurance, Retirement Plans, Retirement Income Planning and Retirement Counseling. Virginia lives in Medford, NJ with her husband Bob and Chocolate Lab, Bear. She has 2 grown sons, both in the Financial Services industry. Shawn (30) lives in CT with his wife Emily and they are expecting their first child, in July 2018, and Michael (27) lives in Philadelphia and works with her in her practice. ​ She is a current Board member and Past President of the South Jersey Chapter of the Society of Financial Service Professionals (SFSP) and a Past National Board Member of the National SFSP. She is also a member of the Financial Services Institute (FSI) and National Tax Shelter Association (NTSA). She is the current President of the Women’s Group at her church (UMW) and is Head Usher and serves on various committees there. ​ Virginia is passionate about her family, education, and loves traveling, music, cooking and going to the Jersey Shore. Register Here ​ Meeting is in-person only. Cost is $15 for members , $50 for non-members L ocation: Lincoln Investment Planning, Suite 10201, 10,000 Sagemore Dr., Marlton, NJ 08053 (map ). Schedule: 11:45 am - Registration 12:00 pm - Meeting / Lunch (provided) 2:00 pm - Adjournment Sponsored by: Questions? Call us at 317-844-6268.

March 14, 2023 Virtual Lunch And Learn "How to Keep Your Million Dollar Client" Virtual Panel Why Attend? We all know the industry wide stat—80%+/- of the children of our clients will move the account after their parents die. This program and speaker panel is designed to give us real insight into how to alter our practice management habits to retain client accounts when the children take over the decision making. Come and learn!! ​ Speaker Panel Ted Massaro, CLU, AEP, ChFC President M Financial Planning ​ ​Speaker Bio: With entrepreneurial experiences and instincts dating back to his youth, Ted Massaro's mission is to serve the dive rse needs of self-employed, family-owned businesses and individuals working towards achieving high standards for themselves and their families. As such he has had the good fortune of establishing and maintaining longstanding relationships with many of his clients, many 30 years or more. His work in financial planning began as an agent working with employee benefits in 1974. Ted earned his bachelor of finance and his Chartered Financial Consultant, Chartered Life Underwriter, and Accredited Estate Planner designation. He continues to enroll in various education programs to maintain his expertise in the financial planning field. Ted established an independent planning firm in 1981 and subsequently affiliated with LPL Financial in 1992. LPL Financial is the leading independent broker/dealer in the nation (as reported by Financial Planning magazine, June 1996-2022, based on total revenues). Over the years, as the firm has grown by both new clients and assets, Ted has the honor of being recognized as a member of the LPL Financial's Chairman’s Club or Chairman's Council for the past 20 years, Ted's earned distinguished recognition as being among the top five percent of advisors within LPL Financial. Ted has steadfastly kept M Financial Planning Services Inc. as an independent wealth management firm because of his commitment to the client-centric values he has held dear throughout his career. He genuinely values the deep relationships the firm has been able to cultivate over these many years. Ted strongly feels that the continued growth of the firm is due to the team that's been affiliated with him for many years, as well as the two other advisors: Ed Garruto, MBA, CFP® and Anthony Massaro, CFP®. Doug Ewing, JD, CFP®, RICP® Vice President Nationwide Reti rement Institute ​ S peaker Bio: Doug Ewing, JD, CFP, RICP, started his career with Nationwide in 2019 with more than 16 years of industry experience . Doug serves the we stern region for the Nationwide Retirement Institute, educating financial professionals, clients, plan sponsors and pl an participants about the latest in retirement income solutions. ​ Prior to Nationwide, Doug was with Transamerica Capital Inc. where he was responsible for developing and delivering consultative sales content for annuity, retirement, mutual fund and life wholesalers. ​ An accomplished public speaker with extensive main stage, breakout and national webinar presentation experience, Doug covers topics including health care, long-term care, Social Security and tax-efficient retirement income. ​ Doug was admitted to the Massachusetts Bar in 1990 and got his start in the financial industry in 2003 as a financial advisor with Legg Mason Wood Walker. He has earned both CFP and RICP designations and is FINRA Series 7 and 66 licensed. Christian Rollin s, MBA, CFRE Chief Development Officer Samaritan ​ ​Speaker Bio: C hris Rollins is Samaritan’s chief developmen t officer, leading the organization’s fundraising efforts. He previously served as the seni or development professional at Southern Regional Medical Center in Atlanta, Virtua West Jersey, and Southern Ocean Medical Center, in Manahawkin. As executive vice president of Pride Philanthropy, Chris consulted with not-for-profit organizations across the eastern United States. He chairs the National Partnership for Hospice Innovation’s (NPHI) Philanthropy Forum, and serves on the National Hospice and Palliative Care Organization’s (NHPCO) marketing and development steering committee. Chris is an officer and governance chair of the Community Foundation of South Jersey; and past president and founding member of both the South Jersey Chapter of the Association of Fundraising Professionals (AFP), and the Georgia Hospital Association’s Society of Development Professionals. Chris earned a BA from Hood College, a MBA from Frostburg State University, and the Certified Fundraising Executive credential (CFRE) in 2000. He regularly presents training sessions for AFP, NPHI, NHPCO, the Pride Development Institute, and other national and regional organizations; and has published his first book: Truisms of Fundraising. Specialties: Demonstrable results in major and planned giving, board development and governance, annual support, capital campaigns, administration, and events. Significant additional experience in marketing communications, public relations, advertising, and broadcasting. ​ Meeting sponsored by: Register Here ​ Schedule: ​11:55 am - Sign-on​ 12:00 pm - Session 1:00 pm - Adjournment​ Meetings are streamed only and use GoTo Meeting . Cost is free for members Cost is $30 for non-members Guests are welcome - see our Guest Policy below ​ 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. ​ ​

Contact PO Box 459, Fishers, IN 46038 SFSP-SJC@outlook.com Name Email Phone Address Subject Message Submit Thanks for submitting!

Our 2023-2024 Sponsors The Society of FSP – South Jersey Chapter would like to thank our generous Sponsors. Blue Level Sponsors Friends of the Chapter Sponsors If you or someone you know is interested in partnering with our local chapter, please reach out to our sponsorship chair: Al Sorichetti at Soricha1@nationwide.com View our Sponsorship Opportunities Become a Sponsor Online Now

2023-06-08 CE Social Event Tuesday, May 16, 8:30am - 10:30 am A social event is scheduled for June 8 at Double Nickel Brewing Co. dnbcbeer.com ​ The event will take place at Double Nickel in Pennsauken, New Jersey on route 73 we have negotiated the following. * no rental fee for lounge. * they do not serve food so we are allowed to bring in food non-alcoholic, beverages, and wine. They also do not have ice so we need to bring ice if necessary. * they serve spirits and beer, and the beer is seven dollars per token, which includes tax and gratuity * we have estimated a budget for between $800.00 - 1,000 for this event. Obviously, the purpose of this event is to develop camaraderie between our members, and also hopefully bolster our membership so we would hope that everyone can bring some new potential members that evening. Questions? Call us at 317-844-6268.

Society of Financial Service Professionals South Jersey Chapter 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 CFP Ethics course on April 23rd from Noon - 2:00p. Details and registration here . ​ Our 2024 Bob Biehl, CLU, ChFC Memorial Golf Tournament will be held on Monday, October 7th (NEW DATE) at Medford Village Country Club . Please SAVE THE DATE . Details will be available soon. ​ We continue to develop our 2023-2024 Program . Check back often to see future events as they are added. ‘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. ​

Upcoming Programs Tue, Apr 23 Lincoln Investment Planning, Suite 10201 SFSP South Jersey - April 23, 2024: CFP Ethics (2 hours) Apr 23, 2024, 12:00 PM – 2:00 PM Lincoln Investment Planning, Suite 10201, 10000 Sagemore Dr, Marlton, NJ 08053, USA This session will be in-person only. Share RSVP Sun, Jun 30 Online 2023-2024 Sponsorship Jun 30, 2024, 7:00 PM Online Allows signing up to be and paying for an annual sponsorship online. Share RSVP

2022 Bob Biehl, CLJU, ChFC, Memorial Golf Tournament Just a reminder of the fun and comradery enjoyed by the participants at this year's golf outing. We look forward to seeing you at the 7th Annual outing in 2023. Enjoy these memories from this year.

Our 2023 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 Joe Biehl Group Birdie Sponsors Brian Biehl 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

April 9, 2024 Breakfast Meeting "The Changing Office Space Environment + How To Save Thousands On Your Office Lease" (1 hour of CFP CE pending) Ty Martin, MBA Managing Partner McCann Commercial Real Estate ​Ty Martin began his real estate career in commercial real estate brokerage after earning his MBA in Finance from Saint Joseph’s University. 2 Years Ago, he founded and became a Managing Partner for The McCann Commercial Real Estate Team (Keller Williams). Ty specializes in National Office Tenant Representation. He handles a majority of the KW office leases around the country. Ty has negotiated millions of dollars in commercial leases and sales in his career. Steve Hanscom Associate McCann Commercial Real Estate ​ Steve Hanscom began his commercial real estate career 1 year ago. Prior, he had a experience in financial planning and corporate finance. He recently graduated from Fairleigh Dickinson University with a degree in Finance. Steve specializes in office and industrial tenant representation in the Greater Philadelphia Area. He also works together with Ty on a National Office account. Most Recent Transactions by Ty and Steve: $6,000,000 Office Sale- Seller Advisory in Wilmington, DE (Steve & Ty) 20,656SF Office Lease - Tenant Advisory in Houston, TX (Ty) 7,100SF Office Tenant Renewal in South Jersey (Steve & Ty) 6,200SF Medical Office - Tenant Advisory in Boston, MA (Steve & Ty) 5,000SF Medical Office - Tenant Advisory in Phoenix, AZ (Steve & Ty) Course Description: The overview of the current commercial real estate office environment both locally and around the country. We will discuss the hot topics and what is really going on in the sub-markets of the Greater Philadelphia region. We will touch on what we are seeing from a leasing perspective, size of deals, and the leverage points of the landlord + tenant. Learning Objectives: Overview of the Greater Philadelphia Office Market Office to residential conversions Save thousands on your office lease Register Now ​ ​ This meeting is offered in-person only Cost is $15 for members , $30 for non-members Cost is free for 1st time attendees (see Guest Policy below ) Location: Tavistock Country Club 100 Tavistock Lane, Tavistock, NJ 08033 (map ). Schedule: 8:30 am - 9:00 am - Breakfast/Registration 9:00 am - 10:30 am - Program 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 ): Questions? Call us at 317-844-6268.