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  • Webinar: eMoney Client Website Overview

    Zoom

    Webinar: 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…

  • 2025 Mid-Year Market Update Webinar

    Zoom

    2025 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…

  • Understanding the One Big Beautiful Bill Act (OBBBA) Webinar

    Zoom

    Webinar: 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…

  • Long Term Care Webinar

    Zoom

    Long Term Care Webinar: The Importance of a Written Plan Thursday, February 5 | 1:00-2:00pm Presented By: Michael Smith, LUTCF, CLTC, CPS Horizon Financial Hosted By: Ryan Rink, CFP®, EA, ChFC®, CLTC®…