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February 2022
Webinar: The Family Home Part 1 – Financial Planning Considerations for Second Homes
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…
Find out more »March 2022
Webinar: The Family Home Part 2 – Downsizing & Current Real Estate Market
This is Part 2 of our Shakespeare Webinar Series: The Family Home Learn about the current real estate market and tips on preparing a home to sell, organizing clutter & giving away sentimental items. Presented By: Brian Ellenbecker, CFP®, EA®, CPWA®, CIMA®, CLTC®, Financial Planner, Shakespeare Wealth Management Bruce Nemovitz, Senior Real Estate Specialist (SRES), Realty Executives Integrity-Bruce's Team Join us via the Zoom link below at the scheduled date and time: https://us02web.zoom.us/j/89886289826?pwd=dVdHT2tsVW8zMjlFTmcxck9nSFlpUT09 #user-form-template-3 br{display:none}#user-form-template-3 input{opacity: 0; position:absolute}#user-form-template-3 input{opacity: 0;}#user-form-template-3…
Find out more »Webinar: The Family Home Part 3 – Aging in Place vs. Moving to Senior Living
This is Part 3 of our Shakespeare Webinar Series: The Family Home How do you begin family conversations about senior care for yourself or your loved ones? What home updates or services are needed to age in place? Learn considerations for choosing and paying for a senior community. Presented By: Brian Ellenbecker, CFP®, EA®, CPWA®, CIMA®, CLTC®, Financial Planner, Shakespeare Wealth Management Pam Foti, Co-Owner & Elder Care Advocate, Vesta Senior Network Join us via the Zoom link below at the…
Find out more »April 2022
Community Event – Fight for Air Climb – Milwaukee
We invite you to join our team! Visit our Shakespeare fundraising and registration page: Fight For Air Climb - Milwaukee: Shakespeare For the second year in a row, this event will be held at American Family Field. This new location is a less strenuous day and general participation weaves through the sections of the Field Level at your own pace. All fitness levels are encouraged to participate as additional challenges are available for those looking for more. Join us as…
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