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  • Webinar: Mid-Year Market Updates

    Zoom

    Presented By: Nick Ziarek, CFP®, CPA Join us to learn more about the current market conditions for mid-year of 2022 in addition to our Shakespeare investment philosophy. Login to Zoom using the following link at our scheduled time: Topic: Webinar: Mid-Year Market Updates Time: Jul 13, 2022 02:00 PM Central Time (US and Canada) Join…

  • Webinar: Year-End Tax & Financial Planning

    Zoom

    Webinar: Year-End Tax & Financial Planning Wednesday, November 30 | 1-2pm Presented By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® Learn the best ways to finish 2022 strong and prepare…

  • Long Term Care Insurance Overview Webinar

    Zoom

    Long Term Care Insurance Overview Webinar Presented By: Ryan Rink, CFP®, EA, ChFC®, CLTC® Learn more about a seemingly complex topic and break it down into easy-to-understand discussion points. Get a…

  • Planning for Group/Individual Travel Webinar: Trends, Tips and Insurance Info

    Zoom

    Planning for Group/Individual Travel Webinar: Trends, Tips and Insurance Info Presented By: Lake Country Travel Join us to hear about exciting travel ideas and opportunities, whether you are interested in individual or group travel in the upcoming months. Hear from the experts about what destinations are currently the most popular and important details to note including…