Webinar
Events
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Webinar: Mid-Year Market Update
ZoomWebinar: Mid-Year Market Update Presented By: Nick Ziarek, CFA, CFP® Learn more about the current market conditions for mid-year 2023. Review historical trends in addition to our Shakespeare investment philosophy. Join…
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2023 Medicare Webinar
Zoom2023 Medicare Webinar Thursday, September 28 | 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 Medicare as we provide an overview and a better understanding of how it can fit into your overall financial plan. Areas of focus will…
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2023 Year-End Tax & Financial Planning Webinar
ZoomJoin Us: 2023 Year-End Tax & Financial Planning Webinar Thursday, November 30 | 1:00pm Presented By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® Learn the best ways to finish 2023…
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Downsizing & Senior Care Webinar
ZoomDownsizing & Senior Care Webinar Thursday, January 25th | 1:00pm Presented By: Melinda Stuart, Owner of Smart Moves Hosted By: Ryan Rink, CFP®, EA, ChFC®, CLTC® Clutter can add stress to our everyday life which impacts our physical and emotional well-being. Knowing where and when to start the process of downsizing for the next stage…
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Cybersecurity Webinar
ZoomCybersecurity Webinar Thursday, February 15 | 1:00pm CT Presented By: Jeff Lanza, Retired FBI Special Agent, The Lanza Group Hosted By: Nick Ziarek, CFP®, CFA During his 20+ years with the FBI, Jeff Lanza investigated cybercrime, organized crime and terrorism. He will present his knowledge on protecting identity and avoiding scams while sharing solutions to real world scenarios.…