Webinar
Events
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2024 Medicare Webinar
Zoom2024 Medicare Webinar Wednesday, September 25 | 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 of…
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2024 Year-End Tax & Financial Planning Webinar
ZoomYear-End Tax & Financial Planning Webinar Thursday, November 21 | 1-2pm Presented By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® Learn the best ways to finish 2024 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 end of the year. Join…
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Webinar: eMoney Client Website Overview
ZoomWebinar: eMoney Client Website Overview Wednesday, April 23 | 1:00-2:00pm Join us as we provide an overview of how to use your personal eMoney client website. Topics Include: Homepage Review Edit your Settings and set up Two-Factor Authentication How to add or remove your personal account Connections How to view Cash Flow Reports, Net Worth Statements and…
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2025 Mid-Year Market Update Webinar
Zoom2025 Mid-Year Market Update Webinar Thursday, July 24 | 1:00-2:00pm Join us to learn more about the mid-year market conditions for 2025. Review historic trends in addition to our Shakespeare investment philosophy. Hosted By: Nick Ziarek, CFA, CFP® Join us via Zoom at our scheduled time: https://us02web.zoom.us/j/83761002594?pwd=XMisLulb0P6HnfnFNAb1R4rd8Y5Hbi.1 Meeting ID: 837 6100 2594 Passcode: 155145
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Understanding the One Big Beautiful Bill Act (OBBBA) Webinar
ZoomWebinar: Understanding the One Big Beautiful Bill Act (OBBBA) Thursday, September 18 | 1:00-2:00pm Hosted By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® On July 4, 2025, the One Big Beautiful…