Letter from the President

August 21, 2023

Dear Estate Planning Colleague:

The Officers and Trustees of the Council welcome you to the 2023-2024 membership year. We are looking forward to a year filled with meeting new colleagues, providing terrific speakers and topics, and enjoying some meaningful networking events as well.

As your President, my hope is for you to enjoy our meetings. We have an excellent line-up of speakers and topics. The Officers and Trustees have worked hard to prepare broad educational programs and networking opportunities.

Our first dinner meeting will be held on Sept 12, 2023, at the Delta Hotel, 110 Davidson Avenue, Somerset NJ, featuring Jeff Savlov. He specializes in Family Business & Wealth Consulting and his topic will be Sex, Drugs & Rock ‘N Roll: Family Business/Wealth Lessons From Metallica. The meeting will begin at 5:30pm with cocktails - there is a lovely bar at the hotel entrance if you would like to purchase a cocktail. Guests and colleagues of members will be free for this meeting. We encourage you to bring any friends or colleagues you think will benefit. Space is limited so please RSVP immediately.

Our Council is a qualified Sponsor, so our programs qualify for CLE, CTFA, CFP, and CPA credits for those in attendance.

Membership in the Council offers you an array of benefits; continuing education credits, networking opportunities with a diverse group of professionals, and access to seminars providing timely, valuable information integral to your practice so you are up to date with all that is going on in your field and those adjacent to your line of work.

Our 2023 – 2024 program schedule will include six (6) meetings: four (4) dinner meetings and two (2) breakfast meetings.

Breakfast meetings begin at 7:45 AM, followed by the speaker presentation at 8:15 AM.

Dinner meetings begin at 5:30 PM with a cocktail hour that runs until 6:15 PM. Dinner will be served at 6:15 PM and the main program will begin.

We are looking forward to seeing all our members and their guests at our September 12th meeting.  For this meeting ONLY we are inviting all guests to join us as our guests at no cost

The following is our program lineup for 2023-2024:

  • Tuesday, September 12, 2023 – Dinner Meeting 5:30pm held at The Delta Hotel, Somerset, NJ
  • Speaker:  Jeff Savlov, ACFBA
  • Topic: Sex, Drugs & Rock ‘N Roll: Family Business/Wealth Lessons From Metallica
  • Thursday, October 26, 2023 – Breakfast Meeting 7:45am held at Fiddler’s Elbow Country Club
  • Speaker: Gonzalo M. Garcia, CLU
  • Topic: Insurance Planning You Want To Know About
  • Wednesday, November 29, 2023- Dinner Meeting 5:30pm held at Fiddler’s Elbow Country Club
  • Speaker: Ryann M. Siclari, Esq., LL.M, CELA
  • Topic: Elder Law and Options
  • Wednesday, January 24, 2024 – Dinner Meeting 5:30pm held at TBD
  • Speaker: Richard H. Greenberg, Esq.
  • Program: 2024 Heckerling Institute Update
  • Thursday, March 7, 2024 – Breakfast Meeting 7:45am held at TBD
  • Speaker: William J. McDevitt, CPA, CVA
  • Program: Business Succession at Its Best
  • Wednesday, May 1, 2024 – Dinner Meeting, 5:30pm held at TBD
  • Speaker: Andrew J. DeMaio, Esq.
  • Program: Digital Assets

Before each meeting you will receive an email with the scheduled meetings which will require you to RSVP. Please make note of these dates on your calendars so you don’t miss out.

Our 2024 dues structure for the year is as follows:

(A) Individual Members will pay $375.00 for the entire year, which includes the annual membership dues and meal charges for all six (6) meetings.

(B) Corporate Members will pay $700.00 for the entire year, which includes the annual membership dues for all members of that organization, plus meal charges for up to three persons belonging to that organization who wish to attend each of the six (6) meetings. Additional people employed by the same organization are welcome to attend all of our six meetings at a reduced member rate of $75.00 per person per meeting.

(C) Non-member/guest attendance rates are $85.00 per meeting.

You may apply for membership either on our website or by using the attached Membership Application for 2023 - 2024. Please return the completed application along with your business card so we have your correct title and designations. Payments should be forwarded to our Secretary, Jayne C. Kredatus, at 16 Stapleton Court, Bridgewater, NJ 08807 via regular mail or by PayPal. We look forward to having you join us and participate in the meetings and assisting us in expanding our membership as we believe there are many people that can benefit from the educationally rich and enjoyable presentations that our speakers will undoubtedly provide.

Please visit our website – www.gmscepc.org for all our information and updates.

All attendees are required to “sign in” at every meeting. An attendance sheet will be made available for this purpose. This is required of all attendees, regardless of whether or not professional credits are sought for a particular meeting.

Additionally, we welcome Sponsorships and I’m thrilled to say that we had our most sponsors last year - thank you!  We now offer Gold, Silver and Bronze sponsorships for both members and non-member firms. See our attached Sponsor Guidelines. Please contact me directly to discuss any sponsorship opportunities.

It is an honor and a privilege to serve as your Board President. I look forward to working with all of you to make our Council a meaningful group to be a member of.

On behalf of our Board, we look forward to seeing old and new friends at our meetings throughout the year.

Thank you for your continued support of the Council and most importantly, stay safe and healthy.

With Gratitude,

Debra Schatzki, CFP®, CLU, AEP

Board President 2022-2024