Webinar
Events
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Planning for Group/Individual Travel Webinar: Trends, Tips and Insurance Info
ZoomPlanning 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…
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How to Read Your Tax Return Webinar
ZoomHow to Read Your Tax Return Webinar Presented By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® It can be easy to file away your tax return without taking a look. However, it is worth understanding a few key items and checking for accuracy. Join us as we walk through the most common forms included in a…
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Webinar: Mid-Year Market Update
ZoomWebinar: Mid-Year Market Update Presented By: Nick Ziarek, CFA, CFP® Learn more about the current market conditions for mid-year 2023. Review historical trends in addition to our Shakespeare investment philosophy. Join us via Zoom at our scheduled start time of 1:00pm on Wednesday, July 26th: https://us02web.zoom.us/j/88440632744?pwd=V1hpamdZa2lvZGNyM2h3b1p5eHhvdz09 Meeting ID: 884 4063 2744 Passcode: 651202 #user-form-template-24…
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2023 Medicare Webinar
Zoom2023 Medicare Webinar Thursday, September 28 | 1:00-2:00pm Presented By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® Are you ready for open enrollment? Learn more about the seemingly complex topic…
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2023 Year-End Tax & Financial Planning Webinar
ZoomJoin Us: 2023 Year-End Tax & Financial Planning Webinar Thursday, November 30 | 1:00pm Presented By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® Learn the best ways to finish 2023 strong and prepare for tax season. We will share upcoming deadlines and a checklist of financial planning tasks for what should be completed by the…