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President's Message

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Dear Members and Friends,
Welcome to the Waukesha County Estate Planning Council website. We are the local affiliate of the National Association of Estate Planning Council's, and we encourage education and cooperation among professionals in the estate planning field. Most of our members are either attorneys, CPAs, trust administrators, wealth management advisers or financial planners who do some work in the estate planning area. We have six networking meetings a year held on the 3rd Thursday of the months of September, October, November, January, February, and March. There is networking from 5 to 5:30, announcements and dinner from 5:30 to 6:00PM, followed by a speaker who discusses a current estate/trust/gift/financial planning related topic for about 45 minutes to an hour.
We welcome visitors interested in joining our council. Please contact me directly if you would like to learn more or attend one of our meetings as my guest.
Best regards,
Tom Strandberg, 2017 -18 WCEPC President