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2022-10-11 Breakfast Meeting Register Now ​ "A View from the Top: General Economic Outlook & Deeper Dive into Regional Economic Topics" "General Economic Outlook" Kali Aloisi Economic Outreach Associate Federal Reserve Bank of Philadelphia ​​ Speaker Bio: Kali Aloisi is an economic outreach associate. In her role, Kali contributes to research done at the Bank. She also shares the results of the Bank’s economic research with businesses, financial institutions, and community stakeholders in the Third District. Kali aims to provide tangible insights on the economy that people can use in their own communities. Kali and her team also create open dialogues with the people of the District that contribute to the Bank’s understanding of economic conditions on the ground. ​ Kali is invested in doing work that promotes the improvement of people’s social and economic conditions. She began her career in social policy research, where she applied research principles and economic ideas to issues related to economic mobility, housing, and health. Through that work, she garnered a personal interest in data and statistical analysis and enjoys applying those concepts to understanding real world problems. ​ Kali has a master’s degree in applied statistics and a bachelor’s degree in economics with a minor in community action and social change from the University of Michigan. "Deeper Dive into Regional Economic Topics" Ryo Tashiro Senior Outreach Economist Federal Reserve Bank of Philadelphia ​​ Speaker Bio: As a senior outreach economist, Ryo Tashiro travels across the Third District, speaking to various groups about the economic outlook and the functions of the Federal Reserve. He tries to avoid using economic jargon so that those without economic backgrounds can participate in the conversations. ​ Ryo views these interactions with the public as two-way streets. Not only does he see the importance of informing the public about what is going on with the economy and at the Fed, Ryo also thinks it is important to hear what individuals across the District are experiencing in the economy. Many of the research topics Ryo has pursued were inspired by these conversations with the public. Those topics include his two main areas of focus, labor economics and demographics. Among his many contributions to the Bank, Ryo is notably responsible for the Chamber of Commerce for Greater Philadelphia Economic Outlook Survey . ​ Prior to joining the Bank in June 2016, Ryo was a business analyst for Bloomberg, where he conducted research on issues related to equity data quality. He has a master’s degree in economics from the University of Michigan–Ann Arbor and a bachelor’s degree in economics from Kenyon College. Register Now ​ 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 2022-2023 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: Nate Browning at nathan.browning@lpl.com View our Sponsorship Opportunities

ABOUT THE SOCIETY OF FINANCIAL SERVICE PROFESSIONALS ​ For more than 80 years, the Society of Financial Service Professionals has been helping individuals, families, and businesses achieve financial security. ​ With their strong commitment to delivering only those financial products and planning services that are in their clients’ best interests, the Society’s nearly 14,000 members nationwide are uniquely qualified to assist the public in reaching their future financial goals—today, tomorrow, and into the next millennium. ​ Society members can provide consumers expert assistance with: estate, retirement and financial planning; employee benefits; business and compensation planning; and life, health, disability, and long-term care insurance. ​ Society members have earned recognized professional credentials in the financial services industry, or are working towards attaining a professional credential. ​ If you are looking for a professional adviser who has experience, knowledge, and a strong commitment to ethical business practices, look for a member of the Society of Financial Service Professionals.

2023-2024 Programs Guidelines The South Jersey FSP member meetings for 2023-2024 consist of bi-monthly meetings from September 2023 to June 2024. Our programs consist of Breakfast meetings (in-person only). ​ Here is an overview of our Breakfast Meetings : ​ Meetings are both in person only. Cost is $15 for members Cost is $30 for non-members Guests are welcome - see our Guest Policy below ​ Meet ings will be held at a new 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 2023-24 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 SF SP National website . ​

Get to Know Us South Jersey Leadership Team 2023-2024 Our team is made up of talented professionals who come from diverse backgrounds, which gives the South Jersey Chapter an unbeatable multidisciplinary expertise. We are a friendly and creative bunch and look forward to meeting you. JOSEPH M. KEMPTER, JD, LLM, CPA PRESIDENT, MAIN CHAPTER CONTACT 76 E. Euclid Avenue, Suite 300 Haddonfield , NJ 08033 856-795-7744 Email AL SORICHETTI, CHFC, CLU, CMFC, CBC, ALHC, CLTC IMMEDIATE PAST PRESIDENT NOMINATIONS & SPONSORS CHAIR Nationwide Regional Life Consultant Mid-Atlantic 609-315-6687 Email NATHAN G. BROWNING, CFP VICE PRESIDENT Executive Financial Planning 1864 Route 70 East, 2nd Floor Cherry Hill, NJ 08003 609-724-0179 Email ALLAN J. TUROFF, CFP, CPA SECRETARY/TREASURER Financial Planner 1604 Roger’s Walk Mount Laurel, NJ 08054 856-938-7414 Email SANDY GRAY CHAPTER EXECUTIVE SFSP South Jersey Chapter 1717 E. 116th St., Ste. 104 Carmel, IN 46032 317-844-6268 Email THOMAS C. PIERSANTI, SR., RHU, CLU DIRECTOR GOLF OUTING CO-CHAIR Piersanti Financial Services Moorestown , NJ 08057 609-870-4280 Email VIRGINIA TANNER HARRIETT, CFP®, AIF® DIRECTOR PROFESSIONAL DEVELOPMENT CHAIR Lincoln Investment Planning, Inc. 10000 Sagemore Drive, Suite 10201 Marlton, NJ 08053 856-596-4830 x2538 Email Scott I. Gutman, CFP®, CCFC DIRECTOR MEMBERSHIP COMMITTEE CHAIR SGI Wealth Management 2301 East Evesham Road Suite 406 Voorhees, NJ 08043 856-240-1020 Email Anthony M. Melsi, CLU, ChFC DIRECTOR Northwestern Mutual 1 N Main St Ste 3B Medford, NJ 08055 609-654-4295 Email

April 18, 2023 Breakfast Meeting Register Now Will be rescheduled for a later date ​ 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. Andrew Mackerer, Esq. will cover a real case example from his files (names changed to protect the innocent!) integrating Estate and Business issues—WHY Wills; Durable Powers of Attorney documents for health, finances and running the business; Buy Sell Agreements are SO important along with the nuances of us managing the relationships between the Owners, Attorneys, CPA’s, and Specialists etc. as we collectively guide the owners through the discussions. Don Cooper, Regional VP Business Planning, will review of the critical importance of the owners retaining and incentivizing their key employees to stay for the long term via the various types of deferred compensation strategies (Golden Handcuffs) typically funded with Life and Disability insurance benefits. Don intends to review the key ingredients of these strategies as well as when/where they each should be considered. In today’s very tight labor market these tools are essential for planners to be aware of so they can assist their clients and bring in the experts as needed. "Small Business Survival" ​ Andrew Mackerer, JD, Esq. LL.M Managing Member Mackerer Law Offices LLC ​​ ​ Andrew L. Mackerer, Esq., LL.M. Taxation, is managing member of Mackerer Law Offices and focuses his practice in estate planning, tax planning, trust and estate administration, guardianship, and fiduciary and beneficiary representation. He also advises business owners on tax strategies, choosing the right entity, and succession/exit planning. In addition, Andrew works with non-profit organizations in forming entities, obtaining or reinstating tax-exempt status. He has volunteered his time to prepare estate planning documents for first responders through the Wills For Heroes program in New Jersey and Pennsylvania and the Wills for Survivors program in Philadelphia. ​ Don Cooper Regional Vice President - Life Principal Financial ​ ​ ​ Don ha s 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 Insurance and Financial Advisors (NAIFA). MEETING SPONSOR Here is the GoTo Meeting Link Will be rescheduled for a later date 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 : 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 ): ​ Questions? Call us at 317-844-6268.

2023-10-10 Breakfast Meeting Enjoy these photos from our October 10th Breakfast Meeting.

OUR CHAPTER HISTORY ​ It was a cold, rainy Wednesday on November 10th in 1954 when five Chartered Life Underwriters, Joseph P. Burns, CLU Theodore H. Worthington, CLU Edward Lobley, CLU Frederick W. Floyd, CLU , and John J. Gallagher, CLU met on the 2nd floor of Kenney’s Restaurant in Camden and over lunch discussed the formation of a CLU Chapter here in Southern New Jersey. The Chapter was formed on December 8, 1954 with nine members petitioning the American Society of Chartered Life Underwriters for a local chapter charter. ​ Official recognition of the Chapter was granted on March 9, 1955. Our first “official” Chapter meeting took place in the Julian S. Myrick meeting room of The American College. ​ Joseph P. Burns, CLU was elected as the first Chapter President and served in that position until July of 1956. Annual dues that first year were $18, of which, $15 went to the Society. ​ Actual incorporation of the Chapter occurred in March of 1960. It is interesting to note here that the American Society of CLU frowned on Chapter incorporation at that time, so we may have started a trend that is now a must. ​ Chapter membership lagged in the early years and in 1966 totaled 15. An obvious recruiting drive took place because by June of 1967 our membership was up to 67. ​ As early as 1955, the Chapter arranged for a part “A” course to be given at Rutgers University in Camden with 32 students in the class. Some of those who signed up as students admitted to being inspired by a talk given by Dean Herbert D. Graebner of The American College at a local life underwriters meeting, also in the year 1955. ​ In October that same year, the Chapter was fortunate to have as our guest the most distinguished Dr. Solomon S. Huebner. There were 275 persons in attendance for his inspiring talk. The meeting was open to all Life Underwriters, CLUs, Attorneys, CPAs and Trust Officers (a forecast of things to come). ​ During the 1960s and 1970s, and on into the 1980s the Chapter continued to be a national leader in the sponsoring of Huebner School and Advanced Courses. ​ In 1982, the first Chartered Financial Consultant (ChFC) designations were awarded by The American College. There were 20 of our Chapter members in that first class. By percentage of membership, the Chapter has exceeded the national averages for ChFC, MSFS and MSM designations and degrees among our members. ​ Since the founding of the Chapter in 1954, we have seen the names of our Alma Mater, the National Society, and our Chapter change. We have seen the introduction of two additional professional designations, two Masters Degrees, and the voluntary (now mandatory for new designees) commitment to PACE, the Professional Achievement in Education program. ​ In 1989, the Chapter achieved another milestone when Lydia P. Sheckels, CLU, ChFC was installed as the first female Chapter President. ​ One of several highlights of the 1992-1993 Chapter year was the national recognition of for Golden Key Society Chairman, Thomas R. Veevers, Sr., CLU, ChFC for leading the Chapter to first place among 223 chapters by securing 44 new GKS members. This, plus outstanding accomplishments in membership, video teleconference participation and Huebner course registrations led the Chapter to a second place finish in the national “Chapter of The Year” competition. At the conclusion of the year, a long-time objective was achieved with the establishment of the Southern Shore Branch of the Chapter to meet the needs of the Jersey Shore CLUs and ChFCs. Our journey to the “top” was capped by winning “1993-1994 Chapter of the Year” recognition which included an all expense paid trip to the National Conference in Seattle. In recognition of their leadership, which resulted in this first place honor, the Chapter selected Randall S. Cole, CLU, ChFC and Dale A. Vetter, CLU, ChFC to share the award and represent the Chapter. ​ Membership continued to grow and by November, 1994 totaled 218 regular, student and associate members. With our close proximity to the educational resources of the American Society and The American College, our commitment to professional education remained strong throughout the years. ​ And, through it all, we have remained true to the principles and dedication of five CLUs who met on a cold, rainy Wednesday on November 10th in 1954 . . . . ​ (to be continued) ​ ​

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.

About Financial Service Professionals (FSP) FSP is the best place to build your professional network, enhance your knowledge base, and grow your practice. It provides local access to the world-class resources that are critical to your success. For more than 80 years, the Society of Financial Service Professionals has been helping individuals, families, and businesses achieve financial security. With their strong commitment to delivering only those financial products and planning services that are in their clients’ best interests, the Society’s nearly 14,000 members nationwide are uniquely qualified to assist the public in reaching their future financial goals—today, tomorrow, and into the next millennium. Society members can provide consumers expert assistance with: estate, retirement and financial planning; employee benefits; business and compensation planning; and life, health, disability, and long-term care insurance. Society members have earned recognized professional credentials in the financial services industry, or are working towards attaining a professional credential. If you are looking for a professional adviser who has experience, knowledge, and a strong commitment to ethical business practices, look for a member of the Society of Financial Service Professionals. ​ The South Jersey Chapter is currently offering two ways to be included in our South Jersey FSP community. Please visit our membership page to learn more. Membership Plans

2022-10-11 Breakfast Meeting Photos Here are a few photos from our October 11th Breakfast Meeting.

Our 2021-2022 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: Nate Browning at nathan.browning@lpl.com View our Sponsorship Opportunities