December 4 2018 – Dinner Meeting
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When: Tuesday, December 4, 2018
4:00 PM - 7:30 PM
Where: Apa Hotel Woodbridge
120 Wood Avenue South
Iselin, New Jersey  08830
United States

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For a first-time new member CFP® Professional a $220 COMBINED SAVINGS on membership in the Financial Planning Association and member rate for the FPANJ Dinner Meeting. Please contact us for more details. This special offer expires 1 week before the meeting.




Join Us For a Double Topic Dinner Meeting!


Date: Tuesday, December 4, 2018


Topic 1: Economic Summary for 2018 and Outlook for 2019


Presenter: Herb Morgan III - Sr. Managing Director and Chief Investment Officer of Efficient Market Advisors


Description: Herb Morgan CIO/Founder of Efficient Market Advisors a Cantor Fitzgerald ETF strategist will give a full 2018 Economic recap helping to give more color on what happened during the year and how that might effect the outlook for the 2019 economic markets. Herb will be sure to address full economic outlooks including equity, fixed income, and international markets while sharing his opinions on both head winds and tail winds for 2019 and ideas of how to best be prepared for both sides of the market.


Topic 2: Financial and Legal Planning for Individuals with Special Needs




Description: James DiGesu and guest speaker, attorney Lori Wolf will address the need to plan for individuals with special needs and the legal issues required for the current and future care of those individuals. Topics will include coordinating financial and legal planning to create a sound strategy, the need for early and comprehensive planning, differences between financial planning and special needs planning, and using financial planning tools for special needs planning.



Sponsored By: 


Jerry Brace - (917) 836-0942 -



Liz Ciccone - Reverse Mortgage Specialist - (973) 600-5124 -





4:00 - 4:30 PM -- Onsite Registration and Networking
4:30 - 7:30 PM -- Cash Bar, Dinner, and Presentation

Apa Hotel Woodbridge
120 Wood Avenue South
Iselin, NJ 08830-2709

Registration Fees:

FPANJ Member – $60
Non-Members - $95

FPANJ Member – $80
Non-Members - $115

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

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

Credit Information:


CFP Credits: 

Accepted for 3 CFP® CEs by the CFP Board of Standards.


Accounting Credits: 

This meeting also qualifies for 3 Accounting CPE CE. 


NJ Insurance Credits:

There are no NJ Insurance Credits available for this meeting. Those that have their CFP® designation can self-report.

Please Note: No Partial Credit is Available. Please be prepared to stay from 4:30 to 7:30 pm to receive credits.

December 4, 2018 Dinner Meeting

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