Upcoming Events
Past Events
When: December 6, 2023
Where: Good Advisors Finish First
When: October 26, 2023
Where: Family Firm Institute 2023 Global Conference, New York City
When: June 29, 2023
Where: Chicago, IL – [Private] Ultra-High-Net-Worth Family Office Group
When: May 25, 2023
Where: Lifestyle Investor Mastermind Group
When: May 8th, 2023
Where: Lion Street Trusted Advisor Event, Las Vegas, Nevada
When: April 28-30, 2023
Where: Psychodynamics of Family Business, Chicago, IL
When: April 14, 2023
Where: ProVisors – Boston Estate Planning and Succession Affinity Group
When: April 12, 2023
Where: Vistage Worldwide, Union, NJ
When: February 16, 2023
Where: Pavilion Room at Park Avenue Club, Florham Park, New Jersey
When: February 15, 2023
Where: Armanino
When: February 14, 2023
Where: Purposeful Planning Institute Thought Leader & Industry Innovator Webinar
When: January 10, 2023
Where: Family Firm Institute – New York City Study Group
When: November 29, 2022
Where: University of Alberta – Alberta School of Business – Family Enterprise Leadership Series
When: November 3, 2022
Where: The Kim S. Miller Family Enterprise Institute of South Carolina | Anderson University
When: October 6, 2022
Where: Smolin, Lupin & Co, LLC – Red Bank, NJ
When: September 29, 2022
Where: Wilmington Trust, Iselin, NJ
When: Sept 27, 2022 – 4-6 pm
Where: Shore Builders Association of Central NJ
When: September 23, 2022
Where: Finseca Forum Max, Phoenix, AZ
When: July 28, 2022
Where: JDJ Family Office Services
When: June 30, 2022
Where: The Wealth Actually Podcast
When: June 30, 2022
Where: Ask The Planman Podcast
When: June 21, 2022
Where: Purposeful Planning Institute Thought Leader & Industry Innovator Webinar
When: May 19, 2022
Where: Estate Planning Council of Central New Jersey
When: April 30, 2022
Where: Psychodynamics of Family Business, Evanston, IL
When: March 9, 2022
Where: TAG Associates, New York, NY
When: January 11, 2022
Where: Aspiriant, San Francisco, CA
When: October 15, 2021
Where: Private Study Group for UHNW Advisors
When: Tuesday, October 5, 2021
Where: Bridgewater Associates, Westport, CT
VIP Client Appreciation Event for Copper Beech Financial Group
When: September 23-25, 2021
Where: Talking Stick Resort, Scottsdale, AZ
When: July 26, 2021
Where: Advisors Capital Management
When: July 23, 2021
Where: Lincoln Financial Group – Business Intelligence Institute
When: July 13, 2021
Where: Vistage Worldwide, Inc., Longwood, FL
When: April 29th, 2021
Where: Prairie Family Business Association, Sioux Falls, South Dakota
When: March 4, 2021
Where: Vistage Worldwide, Inc. (Zoom)
When: February 18, 2021
Where: Estate Planning Council of Central New Jersey
When: December 14, 2020
Where: Lincoln Financial Mastermind Group
When: December 1, 2020
Where: Murphy, Miller & Baglieri, LLP
When: November 12, 2020
Where: Wilkes University / Penn State Scranton – Family Business Alliance
When: October 16, 2020
Where: University of North Carolina Asheville – Family Business Forum
Raising Children in the Context of Family Financial Success
AND
Developing the Next Generation in a Business Family
When: Tuesday, September 29, 2020
Where: Copper Beech Financial Group
When: September 10, 2020
Where: Family Business Alliance – Director’s Zoom Meeting
When: September 9, 2020
Where: The DAK Group, Rochelle Park, NJ
When: July 22, 2020
Where: Purposeful Planning Institute – Annual Rendezvous – (Virtual “RendeZoom” 2020 – usually Denver, CO)
When: June 23, 2020
Where: New York City Family Enterprise Center (NYCFEC)
When: May 5, 2020
Where: New York City Family Enterprise Center (NYCFEC)
When: Saturday, April 25, 2020
Where: Psychodynamics of Family Business, Chicago, IL
When: April 23, 2020
Where: Merrill Lynch conference call for advisors
When: February 27, 2020
Where: Lowenstein Sandler, Roseland, NJ – M&A Networking Group
When: October 22, 2019, 10-11 am
Where: Drucker & Scaccetti, Philadelphia, PA (Call-in attendance only)
When: October 16, 2019
Where: XPX (Exit Planning Exchange) NJ Chapter, Morristown, NJ
When: September 24, 2019
Where: Upstate NY Family Business Group – Family Business Day Symposium. RIT Inn and Conference Center
When: September 19, 2019
Where: UBS Certus Financial Group, Florham Park, NJ
Advisor Education Workshop
When: July 30, 2019
Where: RegentAtlantic, Morristown, NJ
When: July 23-25, 2019
Where: Purposeful Planning Institute Annual Rendezvous, Denver, CO
When: June 13, 2019
Where: Cary Stamp & Company, Private VIP client event, Greenwich, CT
When: January 24, 2019
Where: Deloitte Family Office Forum, Philadelphia, PA
When: October 18, 2018
Where: Estate Planning Council of Central NJ – Jumping Brook Country Club, Neptune City, NJ
When: July 25, 2018
Where: Purposeful Planning Institute – 8th Annual Fusion/Rendezvous, Denver, CO
When: April 20, 2018
Where: Attorneys for Family Held Enterprises (AFHE) – Annual Conference, The Wigwam, Litchfield Park, AZ
When: March 8, 2018
Where: University of Louisville Family Business Center
When: February 8, 2018
Where: Vistage International – Office Hours Conference Call
When: January 18th, 2018
Where: YPO (Young Presidents Organization), New York, NY
When: Thursday, November 30, 2017
Where: Estate Planning Council of Bergen – Stony Hill Inn in Hackensack, NJ
When: November 7, 2017
Where: Family Firm Institute – New York City Study Group
Family Firm Institute 2017 Global Conference Session
When: October 25-28, 2017
Where: Hilton, Chicago, IL
When: October 20, 2017
Where: New York City Family Enterprise Center (NYCFEC)
Family Business Summit – America Empresarial
When: Friday, September 15, 2017
Where: InterContinental Cartagena De Indias, Cartagena, Columbia
Purposeful Planning Institute 2017 Rendezvous
When: July 20-21, 2017
Where: Omni Interlocken Hotel & Resort, Broomfield, CO
When: Thursday, May 18, 2017
Where: Estate Planning Council of Central New Jersey
When: Tuesday, May 10, 2016, 7:30am – 10am
Where: Vistage International, Sheraton Valley Forge, King of Prussia, PA
When: Friday, April 28, 2017
Where: Psychodynamics of Family Business, Chicago, IL
When: Thursday, January 19, 2017
Diversity in the Family Business Sandbox: Playing with Ideas at the Intersection of Academia, Research and Consulting
When: Saturday, October 29th, 2016
Where: InterContinental Hotel, Miami, FL
When: April 5, 2016 (Philadelphia, PA) and April 21, 2016 (Mechanicsburg, PA)
Where: Pennsylvania Bar Institute
When: March 16, 2016
Where: Exit Planning Exchange (XPX)
When: February 10, 2016
Where: Mercer County Estate Planning Council, Princeton, NJ
When: October 13, 2015, Noon-1:00pm
Where: Purposeful Planning Institute Teleconference Series
When: October 7, 2015, 1-2pm ET
Where: Webinar for Vistage International
Radio Interview by Lou Tucci on “The Entrepreneurs and Leaders Radio Show”
When: May 8, 2015, 11:00am
Where: ExitCoachRadio.com
iTunes: http://iTunes.ExitCoachRadio.com
Stitcher: http://www.stitcher.com/exitcoachradio
When: May 7, 2015
Where: The Helm Society
When: April 28, 2015
Where: Atlas Advisory Group, Cranford, NJ
When: April 23, 2015
Where: 2015 Annual Regional Prairie Family Business Conference, Sioux Falls, South Dakota
When: March 31, 2015
Where: The Center for Psychoanalysis and Psychotherapy of NJ, Highland Park, NJ
When: March 12, 2015, 7:30-9:30am
Where: Wilkin & Guttenplan, P.C., East Brunswick, NJ
When: February 18, 2015
Where: Philadelphia Bar Association, Probate and Trust Section – at the Offices of Saul Ewing, LLP, Centre Square West, 1500 Market Street, 38th Floor, Philadelphia, PA 19102
When: February 10, 2015
Where: The Liquidity Event, Harvard Club of New York, 35 W 44th St, New York, NY
Jeff was invited and will serve as a judge for the third annual Global Family Enterprise Case Competition (FECC) organized by the School of Business Administration at the University of Vermont (UVM). Almost 24 student teams (graduate and undergraduate) from top institutions for family business education in thirteen countries will travel to UVM to compete.
When: January 7-10, 2015
Where: School of Business Administration at the University of Vermont, Burlington, VT
When: December 16, 2014
Where: The Business Planning Committee of the Philadelphia Bar Probate Section. Philadelphia, PA
When: December 12, 2014
Where: Philadelphia, PA
When: October 16, 2014
Where: East Brunswick, NJ
When: April 23, 2014, 5:00-8:30pm
Where: UMass Amherst Family Business Center, Delaney House, Holyoke, MA
When: March 25, 2014
Where: Shenandoah University, 6th Annual Harry F. Byrd, Jr. School of Business Symposium, Winchester, VA
When: March 14, 2014
Where: The Family Business Mastermind Program at Baruch College, New York, NY
Presenter on multi-disciplinary panel on estate and business succession planning
When: March 12, 2014, 6:00-9pm
Where: Fiddler’s Elbow Country Club, Bedminster Township, NJ
When: February 20, 2014
Where: Estate and Financial Planning Council of Central New Jersey
When: February 14, 2014
Where: Princeton Corridor Rotary Club
Jeff was invited and will serve as a judge for the annual Family Enterprise Case Competition (FECC) organized by the School of Business Administration at the University of Vermont (UVM)
Almost twenty student teams from top institutions for family business education in Canada, Chile, Colombia, Italy, Malaysia, Mexico, Netherlands, Spain, Sweden, and USA will travel to UVM to compete.
When: January 8-11, 2014
Where: School of Business Administration at the University of Vermont, Burlington, VT
When: December 5, 2013
Where: Family Firm Institute Mid-Atlantic Chapter & Chartered Financial Analyst Society of Philadelphia Annual High Net Worth Conference – The Hub at Cira Centre, Philadelphia, PA
When: October 24 2013, 11:00am
Where: The Network of Family Businesses Webinar