Events
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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…
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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…
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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…
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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…
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2020 Summer Shred Event
FeaturedShakespeare Wealth Management N22W27847 Edgewater Dr, Pewaukee, WI, United StatesWe are bringing back our Summer Shred Event! August 26th 3-5:00 pm Shakespeare Parking Lot (N22 W27847 Edgewater Dr, Pewaukee) Our document shredding service will safely destroy your confidential documents... We love to be able to thank our clients by hosting fun and/or helpful events for all to enjoy. We hope you will join us!…