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  • Webinar: Planning for Social Security Benefits

    Webinar:  Planning for Social Security Benefits During this free 45 minute interactive virtual workshop, you will learn many of the key aspects of Social Security Planning, including:   *  eligibility of benefits, *  how benefits are calculated, *  benefit claiming strategies, and *  the current outlook of Social Security.   RSVP to [email protected] Wednesday, September…

    FREE

  • The Family Home

    Webinar: The Family Home Part 1 – Financial Planning Considerations for Second Homes

    This is Part 1 of our Shakespeare Webinar Series: The Family Home Learn what to consider with multiple homes in your portfolio and how to keep a legacy home in the family, whether you want to pass it down to the next generation or share ownership. Presented By: Brian Ellenbecker, CFP®, EA®, CPWA®, CIMA®, CLTC®,…

  • The Family Home

    Webinar: The Family Home Part 2 – Downsizing & Real Estate Market Updates

    This is Part 2 of our Shakespeare Webinar Series: The Family Home Learn about the current real estate market and tips on preparing a home to sell, organizing clutter & giving away sentimental items. Presented By: Brian Ellenbecker, CFP®, EA®, CPWA®, CIMA®, CLTC®, Financial Planner, Shakespeare Wealth Management Bruce Nemovitz, Senior Real Estate Specialist (SRES),…

  • 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…