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

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

 




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