May 3 2018 – Spring Conference
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Where: Apa Hotel Woodbridge
120 Wood Avenue South
Iselin, New Jersey  08830
United States

Online registration is closed.
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TWITTER USERS: Follow us @FPANJ1 and use #FPANJSpr18 whenever you tweet about the conference!


For a first-time new member CFP® Professional a $300 COMBINED SAVINGS on membership in the Financial Planning Association and member rate for the FPANJ Conference. Please contact us for more details. This special offer expires 1 week before the meeting.




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Growing in the Garden State: Success for You and Your Client


Register Today and Save $50 off Onsite Rates!



6:30 – 8:00 AM -- Onsite Registration/Visit our Exhibitors/Continental Breakfast
7:00 - 8:00 AM -- Pre-Conference With Ben Lewis
8:00 – 5:00 PM -- Conference 
5:00 – 6:00 PM -- Wine Down Social



Mark Tibergien

Chief Executive Officer
Pershing Advisor Solutions

Topic: The Enduring Advisory Firm

Everett Lo
Social Security Administration

Topic: FPANJ and Social Security: Planning Together

Michele Siekerka, Esq.

President & CEO


Topic: New Jersey

Economic Update

Martin M. Shenkman, CPA, MBA, PFS, AEP, JD

Attorney in private practice in NJ & NY

Topic: Estate and Financial Planning after the Tax Cut and Jobs Act of 2017

Special Pre-Conference Event (no CEs available):



Ben Lewis

Director of Communication and Public Relations

Financial Planning Association (FPA)

Topic: Media Mastery: Representing Yourself, Your Association and Your Profession Through the Media



Credits: Accepted for up to 7 CFP® CE and 7 Accounting CPE CEs. Applied for up to 7 NJ Insurance CEs.


Registration Fees:


Please contact us at for group & guest discount information.

Early Bird

Extended Through


3/31/18 – 5/2/18

FPANJ Members $199 $249 $299
Non-members $299 $349 $399












If you prefer sending a check as payment, please click here for a registration form and mail it with your check to:

551 Valley Road #365 
Upper Montclair, NJ 07043
Cancellation policy: The registration fee is refundable for those cancellations received in writing at the FPANJ address below, no later than 4/6/18, minus a $50 administration fee. No refunds will be granted after 4/6/18.

551 Valley Road #365
Upper Montclair, NJ 07043

For your protection, credit card payments will only be accepted online.


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