Webinar
Events
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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 Bill Act was signed into law, bringing with it a wide range of tax changes and updates. Join us as we break down the most…
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Charitable Giving Webinar: Three Elements of a Successful Plan
ZoomCharitable Giving Webinar: Three Elements of a Successful Plan Thursday, November 13 | 1-2pm CT Discover how to make the most of your generosity while supporting your financial goals. Learn about the key elements of an effective charitable giving strategy—understanding the process, navigating tax implications, and planning your timeline. From cash and corporate stock to…
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Long Term Care Webinar
ZoomLong 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®…
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Mid-Year Market Update Webinar
ZoomMid-Year Market Update Webinar Wednesday, July 29 | 1:00-2:00pm CST Join us for a timely overview of the 2026 market landscape. We’ll examine key developments from the first half of…