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Events for May 26, 2022

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Shakespeare Volunteer Day: Hunger Task Force

Hunger Task Force 5000 W. Electric Ave., West Milwaukee

  We invite you to join us for an afternoon of giving back to our community! We will be in the new Hunger Task Force warehouse packing up meal kits…

2026 Webinars

Recording: Medicare Webinar

Recording: 2026 Mid-Year Market Update

Recording: Long Term Care Webinar

2025 Webinars

Recording: Charitable Giving

Recording: Understanding the One Big Beautiful Bill Act (OBBBA)

Recording: 2025 Mid-Year Market Update

Recording: eMoney Website Overview

2024 Webinars

Recording: 2024 Year-End Tax & Financial Planning Webinar

Recording: 2024 Medicare Webinar

Recording: Mid-Year Market Update - July 2024

Recording: Cybersecurity Webinar

Recording: Downsizing & Senior Care Webinar

2023 Webinars

Recording: 2023 Year-End Tax & Financial Planning Webinar

Recording: 2023 Medicare Webinar

Recording: Mid-Year Market Update - July 2023

Recording: How to Read Your Tax Return

Recording: Planning Group/Individual Travel

Recording: Long Term Care Insurance 

Recording: Healthcare in Retirement: Bridging the Gap from Working Years to Medicare

2022 Webinars

Recording: Year-End Tax and Financial Planning

Recording: Tech Series Part 2 – Cybersecurity

Recording: Tech Series Part 1 – Shakespeare Website

Recording: Mid-Year Market Update - July 2022

Recording: The Family Home Webinar Part 3 – Senior Living Options

Recording: The Family Home Webinar Part 2 – Real Estate

Recording: The Family Home Webinar Part 1 – Legacy Planning