Webinar
Events
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Market Update Virtual Workshop | May 20, 2020
Market Update (Zoom Workshop): The Path to Recovery This workshop will look at our current market decline and focus on the disciplines and strategies that can be used to manage…
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CARES Act Update Virtual Workshop | May 21, 2020
CARES Act (Zoom Workshop): Issues and Tax Planning Opportunities This workshop will first define the changes brought about by the CARES Act. We will cover the tax rules and dive…
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WEBINAR: Year-End Tax and Wealth Transfer Planning
During this session, Brian Ellenbecker will recap key 2020 tax and estate planning rules. He will also cover planning ideas for your investment portfolio, help you assess year-end tax planning…
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Webinar: Planning for Social Security Benefits
Webinar: Planning for Social Security Benefits During this free 45 minute interactive virtual workshop, you will learn many of the key aspects of Social Security Planning, including: * eligibility…
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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…