October 25 2018 – Fall Conference
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When: Thursday, October 25, 2018
Where: Apa Hotel Woodbridge
120 Wood Avenue South
Iselin, New Jersey  08830
United States

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Give Your Business An Advantage:

Provide Comprehensive & Advanced

Estate & Elder Care Planning


Our Panel of Expert Speakers
will bring you the
most up-to-date information in

Estate Planning
Elder Care
Home Care Planning

Don’t Fall Behind

Expand your business to include
expert elder care planning services to your clients.

Earn CE Credits to maintain your credentials.



Thursday, October 25th

 APA Hotel Woodbridge

 Iselin, NJ


2019 Slate - The 2018 FPANJ Nominating Committee proposes the following officers and nominated Board of Directors to serve as your 2019 Board of Directors for the FPANJ.








I. Richard Ploss, CPA, CFP®, TEP


Counsel - 

Porzio, Bromberg & Newman P.C


Topic: Estate planning for unusual assets

Steven Loeb, Esq., LL.M

Fein, Such, Kahn & Shepard, P.C.


Topic: Trust Decanting & Estate Planning under NJ Law

Irina Shea, Esq., CELA, AEP®


Irina S. Shea, Attorney At Law, LLC

Topic: Elder Care Estate Planning

Ron Gold



Motivational speaker dedicated to fixing America’s home care system.



Credits:  Accepted for up to 6 CFP® CEs.  6 Accounting CEs will also be available. Applied for up to 6 NJ Insurance CEs. NJ Insurance CEs are still pending. Credit totals depend on which sessions are taken.


Registration Fees:


Please contact us at info@fpanj.org for group & guest discount information.


Early Bird


10/6/18 – 10/24/18

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












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.




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 9/25/18, minus a $50 administration fee. No refunds will be granted after 9/25/18.

551 Valley Road #365
Upper Montclair, NJ 07043

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




TWITTER USERS: Follow us @FPANJ1 and use #FPANJFall18 whenever you tweet about the conference!




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