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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…

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

    Zoom

    Healthcare in Retirement Webinar: Bridging the Gap from Working Years to Medicare Presented By: Naomi Weisgerber, Werner & Associates and Andrea Bulen, CFP® If 2023 begins your countdown to retirement, this webinar is for you! Listen in for real life scenarios and discussion of important details to consider. Learn the steps to keep your healthcare covered as you…

  • 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…