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Events

  • Shakespeare’s Annual Christmas Party 2019

    Thunder Bay Grille Pewaukee N14 W24130 Tower Place, Pewaukee, WI

      We always have such a great time at this party           -- you won't want to miss it. As part of our celebration of good…

  • Market Update Virtual Workshop | May 13, 2020

    Market Update (Zoom Workshop):The Path to Recovery This workshop will look at our current market decline and focus on the disciplines and strategies that can be used to manage volatility…

  • CARES Act Update Virtual Workshop | May 14, 2020

    CARES Act (Zoom Workshop):  Issues and Tax Planning Opportunities This workshop will first define the changes brought about by the CARES Act. We will cover the tax rules and dive…

  • Market Update Virtual Workshop | May 20, 2020

    Market Update (Zoom Workshop):  The Path to Recovery This workshop will look at our current market decline and focus on the disciplines and strategies that can be used to manage…

  • CARES Act Update Virtual Workshop | May 21, 2020

    CARES Act (Zoom Workshop):  Issues and Tax Planning Opportunities This workshop will first define the changes brought about by the CARES Act. We will cover the tax rules and dive…

2026 Webinars

2025 Webinars