Loading Events

« All Events

  • This event has passed.

Webinar: The Family Home Part 1 – Financial Planning Considerations for Second Homes

February 15 @ 12:00 pm - 1:00 pm

The Family Home

This is Part 1 of our Shakespeare Webinar Series: The Family Home

Learn what to consider with multiple homes in your portfolio and how to keep a legacy home in the family, whether you want to pass it down to the next generation or share ownership.

Presented By:

Brian Ellenbecker, CFP®, EA®, CPWA®, CIMA®, CLTC®, Financial Planner, Shakespeare Wealth Management

Mike Smith, LUTCF, CLTC®, LACP, President, CPS Horizon

Join us via the Zoom link below at the scheduled date and time:

https://us02web.zoom.us/j/85691194299?pwd=OGNvR3RheTVNaVcwYzRDM25BZ2dmQT09

 




Register
We are so happy you can join us! Register by filling in your name and email below. 
First Name
required

Last Name
required

Email
required

Questions/Comments


Details

Date:
February 15
Time:
12:00 pm - 1:00 pm
Event Category:
Event Tags:
, ,
Website:
https://us02web.zoom.us/j/85691194299?pwd=OGNvR3RheTVNaVcwYzRDM25BZ2dmQT09

Organizer

Shakespeare Wealth Management, LLC
Phone:
262-814-1600
Email:
myteam@shakespearewm.com
Website:
www.shakespearewm.com