Webinar
Events
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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 &…
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Webinar: The Family Home Part 3 – Aging in Place vs. Moving to Senior Living
This is Part 3 of our Shakespeare Webinar Series: The Family Home How do you begin family conversations about senior care for yourself or your loved ones? What home updates…
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Webinar: Mid-Year Market Updates
ZoomPresented 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…
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Webinar: Year-End Tax & Financial Planning
ZoomWebinar: Year-End Tax & Financial Planning Wednesday, November 30 | 1-2pm Presented By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® Learn the best ways to finish 2022 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…
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Healthcare in Retirement Webinar: Bridging the Gap from Working Years to Medicare
ZoomHealthcare in Retirement Webinar: Bridging the Gap from Working Years to Medicare Presented By: Naomi Weisgerber, Werner & Associates and Andrea Bulen, CFP® If 2023 begins your countdown to retirement, this webinar is for you! Listen in for real life scenarios and discussion of important details to consider. Learn the steps to keep your healthcare covered as you…