2023 Year-End Tax & Financial Planning Webinar


Join 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 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…

Downsizing & Senior Care Webinar


Downsizing & 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…

Cybersecurity Webinar


Cybersecurity 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.…

2024 Volunteer Day: Hunger Task Force

Hunger Task Force 5000 W. Electric Ave., West Milwaukee, WI, United States

2024 Volunteer Day: Hunger Task Force Thursday, March 7 | 1:00-4:00pm (Includes a break for refreshments) Hunger Task Force Warehouse: 5000 W Electric Ave West Milwaukee, WI 53219 We invite you to join us for an afternoon of giving back to our community. Our team had such a fun time last year with the clients…

Walk MS: Team Shakespeare

Summerfest Grounds 639 E Summerfest Pl, Milwaukee, WI, United States

Walk MS: Team Shakespeare Sunday, May 5th | 10:00am Summerfest Grounds Join the Shakespeare Team as we walk the path along the lakefront together to support MS Society. Shakespeare Wealth Management is the route sponsor for the second year. We are proud to support this wonderful organization supporting research and care for those with Multiple…

2024 Webinars

Recording: Cybersecurity Webinar

Recording: Downsizing & Senior Care Webinar

2023 Webinars

Recording: 2023 Year-End Tax & Financial Planning Webinar

Recording: 2023 Medicare Webinar

Recording: Mid-Year Market Update - July 2023

Recording: How to Read Your Tax Return

Recording: Planning Group/Individual Travel

Recording: Long Term Care Insurance 

Recording: Healthcare in Retirement: Bridging the Gap from Working Years to Medicare

2022 Webinars

Recording: Year-End Tax and Financial Planning

Recording: Tech Series Part 2 – Cybersecurity

Recording: Tech Series Part 1 – Shakespeare Website

Recording: The Family Home Webinar Part 3 – Senior Living Options

Recording: The Family Home Webinar Part 2 – Real Estate

Recording: The Family Home Webinar Part 1 – Legacy Planning