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OUR MISSION AND CORE VALUES The South Jersey Chapter of the Society of Financial Service Professionals endorses and has adopted the Mission Statement of the national society. ​ Our clients desire a relationship with credentialed professionals who are knowledgeable in applying their skills and expertise to their clients’ circumstances. Therefore, we are committed to : ​ Empowering networks creating a professional home identified by a set of core values, beliefs and the opportunity for learning and growth. Providing continuing education that is current, comprehensive and practical which extends the wisdom within our membership. Recognizing as members those who abide by our Code of Professional Responsibility. § § § ​ Our Vision Statement To become the pre-eminent organization for credentialed professionals in financial services who are committed to working together to help the public achieve their financial goals. ​ § § § ​ Our Core Values Education Ethics Relationships § § §

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.

November 15, 2022 Virtual Lunch and Learn "The Pillar System" Brian Margolis Founder & Author ProductivityGiant.com ​​ Speaker Bio: Brian is a former environmental and fisheries scientist turned entrepreneur. He is the founder of ProductivityGiant.com and author of the book “The Index Card Business Plan for Sales Pros and Entrepreneurs”. His client list ranges from individual sales reps to Shark Tank entrepreneurs and Fortune 500 companies. ​ Course Description​: The Pillar System helps sales pros and entrepreneurs create a strategy so simple, it fits on an index card… but so powerful it’s helped create 7-figure earners and has been licensed by some of the largest companies in the world to train their sales teams. Register Now ​ Meeting is streamed only and uses GoTo Meeting. Cost is free for members , $30 for non-members (a 50% reduction from last year! ) Cost is free for 1st time attendees (see Guest Policy below ) Guests are welcome (see Guest Policy below) Location: Virtual streaming​ Schedule: 11:55 am - Sign-on 12:00 pm - Meeting 1:00 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 ): 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.

October 10, 2023 Breakfast Meeting Register Here Registration deadline: October 3 , 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. This meeting will focus on: Considerations for handling digital assets in your estate plan documents Recruiting and retaining difference making employees in a tight labor market Andrew Mackerer , Esq. will discuss Digital Assets and Estate Planning Description: In today’s highly digital world, addressing digital assets in estate planning is a necessity. These digital assets, such as online accounts/email services, virtual currencies, and digitally stored files, require particular attention from practitioners. Fiduciary professionals should be prepared to address the new challenges these assets create, which could include concerns involving federal privacy laws and terms of service agreements. The program will provide a comprehensive discussion of the recent estate planning issues and developments surrounding digital assets. Andrew will also share his insights on the most common pitfalls as well as the best practices fiduciaries should consider in maximizing the potentials of digital estate planning. Key issues to be discussed are as follows: An Overview of Estate Planning for Digital Assets Recent Trends and Developments Key Issues and Challenges Best Practices Don Cooper , Regional VP Business Planning, will review the critical importance of the owners recruiting, 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 in running their businesses profitably. ​ 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 Business 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 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 insurance - li censed 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). ​ ​ 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.

October 7, 2024 Bob Biehl, CLU, ChFC Memorial Golf Tournament The 2024 Bob Biehl, CLU, ChFC Memorial Golf Tournament ​ Information and register by flyer (pdf) (coming soon) ​ Register online now (coming soon) ​ 2024 Golf sponsors 2023 Golf 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

PROFESSIONAL DESIGNATIONS ​ Regular Membership in the Society of Financial Service Professionals is available to individuals who have completed a rigorous curriculum of study and successfully completed a series of examinations to obtain one or more of the following professional designations. CASLTM – Chartered Advisor for Senior Living CEBS® – Certified Employee Benefit Specialist CFA® – Chartered Financial Analyst CFP® – Certified Financial Planner CIMA – Certified Investment Management Analyst (NEW!) CPC – Certified Pension Consultant CPCU – Chartered Property & Casualty Underwriter (NEW!) CPA – Certified Public Accountant CTFA – Certified Trust & Financial Advisor ChFC – Chartered Financial Consultant CLU – Chartered Life Underwriter CLF – Chartered Leadership Fellow EA – Enrolled Actuary JD – Jurist Doctorate w/license to practice MS, MBA, Phd – Graduate Degree in Financial Services MSFS – Master of Science in Financial Services MSM – Master of Science in Management REBC – Registered Employee Benefits Consultant RHU – Registered Health Underwriter Associate Membership is available for professionals who are pursuing, and have passed at least one examination for any of the credentials listed above and, for those who hold the following professional credentials: FLMI – Fellow, Life Management Institute FSS – Financial Services Specialist LUTCF – Life Underwriter Training Council ​

PROGRAMS PHOTOS Select the item below that you would like to view/print: ​ 2023-10-10 Breakfast Meeting 2022-12-13 Breakfast Meeting 2022-10-11 Breakfast Meeting ​ 2022 Golf Outing 2022-09-13 Breakfast Meeting 2021 Golf Outing

Why FSP? A Multidisciplinary Network of South Jersey's finest Credentialed Financial Professionals serving the community's financial service needs since 1955. Networking Focus on building networks, connections--relationships Community Multidisciplinary organization—many disciplines/credentials represented Education Deliver high-quality, practical education Morales Commitment to highest level of ethical client service Join Now WHY? . . . AM I A MEMBER OF THE FSP ​ Ask the question “why?” of anyone, as it relates to their choice of friends, relationships, favorites, preferences or personal choices and you’ll get a wide variety of responses. However, if you listen carefully you will begin to get an understanding of the respondent’s character and values. If you ask the same question, such as the above, of many individuals you will also get a feel for the organization and the value it provides to its members. Here are some responses from members of the South Jersey Chapter and our colleagues across the nation. Jo-Ann Massanova, CLU, ChFC, CPC – “. . . my involvement and excitement with the organization increased as I worked on committees and with the Board. I thoroughly enjoy the camaraderie with others and the diversity of our membership . . . working with members I have developed relationships that I probably would not have otherwise had the opportunity to create. I am constantly impressed with the expertise of our members in their various disciplines.” Dale A. Vetter, CLU, ChFC, MSFS, AEP – “. . . when I started my own practice, I wanted to be among the best financial planners in southern New Jersey. I wanted to ‘fly with the eagles’ and I found the ‘eagles’ all nested in the Society of FSP. In the South Jersey Chapter, I found a diversity of practitioners and a fountain of available knowledge that cannot be found anywhere else. This fount of friendship and knowledge expands exponentially as you participate in webinars, video teleconferences and national meetings . You develop important lifetime friendships with professional colleagues across the nation, who stand ready to help you solve problems. The secret is getting involved and developing quality friendships that provide you with all the professional back-up you need to become an ‘eagle.'” George G. Bradley, CLU, ChFC – “. . . what I find most valuable from my membership in the SFSP-SJC is the quality of the education coupled with the diversity of the membership.” John J. Meyer, CLU, ChFC, AEP, New Orleans, LA – ”As I wrapped up my tenth and final CLU course 30 years ago, I eagerly looked forward to joining the Society as it represented the pinnacle of professional success. I was thrilled to become a member then, and today that passion has grown along with the Society that now encompasses many disciplines and designations. The past three decades have provided many great experiences, wonderful friendships and the ability to learn and grow that would not have occurred otherwise.” April Caudill, J.D., CLU, ChFC, AEP, Milwaukee, WI – “I am a Society member because I want to hang out with the best and brightest in our profession. It’s all about professional excellence.” Virginia Tanner Harriett, CFP® - “I initially joined the SFSP-SJ Chapter for the CE credits and I remain a member because I look forward to the excellent speakers who present on a variety of relevant financial topics, that I don’t get through my broker/dealer. I also enjoy the networking and friendships that I have made over the years with “like-minded” financial professionals.” Martin H. Abo, CPA - “I know what I don’t know, but, even better, I know who knows what I don’t know. That said, how more fitting in describing my experience with SFSP. I’m always excited to interact and count as friends/colleagues so many of the professionals I’ve gotten to know through this group. My membership and active involvement has been quite a professionally rewarding experience to gain such insight from all the various disciplines gathered.” ​ ​

Apply for Local Pass Membership Join Our South Jersey Local Pass Community The Local Access Only Season Pass costs $240/yr ($20/mo.) for advisors , $120/yr ($10/mo.) for Young Professionals and Students . This is a 55% discount over the National membership fee and gives you all the National benefits E XCEPT access to National’s resources. So you DO NOT GET : The Journal, National Webinars, Benefits, Website, Chat Room, etc... They are each available now on a “A La Carte” basis through FSPgo. After you submit the application below, you can pay the annual cost below using PayPal or by check. If you prefer, contact our Chapter Executive to set up monthly credit card installments. Questions? Please email: Chapter Membership Chair: Scott Gutman at scott.gutman@lpl.com Chapter President: Joe Kempter at jmk@kulzerdipadova.com Chapter Executive: Sandy Gray at sandyg2012@naifa-indiana.org 2023-2024 Local Access Only Season Pass Application I agree to the terms & conditions Apply Now Thanks for submitting! ​ ​ Make Annual Payment Thanks for applying for the Local Access Only Season Pass. You can pay here using PayPal or by check. The cost is $240 for the year for the Advisor Level and $120 for the year for Young Professionals and Students. Thank you for your payment. Pay Now Thanks for your payment!

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