Located in Oshkosh, Wisconsin, the Winnebagoland Estate Planning Council is an educational and networking group that consists of Attorneys, Accountants, Trust Officers, Insurance and Financial Advisors, Planned Giving Professionals, as well as allied professionals that practice and excel in various areas of Estate Planning.
Our meetings are generally held on the third Friday of each month (September through May). The meetings run from 7:30 AM to 9:00 AM and are held at Primo - Italian Restaurant, 2605 Jackson St, Oshkosh. Please check our calendar of events for full meeting details.
We always welcome potential new members and guests to our meetings.
The Winnebagoland Estate Planning Council is a member of the National Association of Estate Planners & Councils.
Winnebagoland Estate Planning Council is affiliated with the National Association of Estate Planners & Councils and joining can fulfill the requirement of belonging to an affiliated local estate planning council to become an Accredited Estate Planner® (AEP®) designee. Please contact the national office at 866-226-2224 to learn more about the Accredited Estate Planner® designation.