Events
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2025 Mid-Year Market Update Webinar
Zoom2025 Mid-Year Market Update Webinar Thursday, July 24 | 1:00-2:00pm Join us to learn more about the mid-year market conditions for 2025. Review historic trends in addition to our Shakespeare investment philosophy. Hosted By: Nick Ziarek, CFA, CFP® Join us via Zoom at our scheduled time: https://us02web.zoom.us/j/83761002594?pwd=XMisLulb0P6HnfnFNAb1R4rd8Y5Hbi.1 Meeting ID: 837 6100 2594 Passcode: 155145
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Shakespeare Summer Party
Pewaukee Yacht Club N22 W28204 Edgewater Drive, Pewaukee, WIJoin Us: Shakespeare Summer Party Boat Rides and Paper Shredding Thursday, August 14th | 3:00-7:00pm Pewaukee Yacht Club Celebrate summer with the Shakespeare team at our annual Summer Party!Bring your confidential…
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Understanding the One Big Beautiful Bill Act (OBBBA) Webinar
ZoomWebinar: Understanding the One Big Beautiful Bill Act (OBBBA) Thursday, September 18 | 1:00-2:00pm Hosted By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® On July 4, 2025, the One Big Beautiful…
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Charitable Giving Webinar: Three Elements of a Successful Plan
ZoomCharitable Giving Webinar: Three Elements of a Successful Plan Thursday, November 13 | 1-2pm CT Discover how to make the most of your generosity while supporting your financial goals. Learn…
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Long Term Care Webinar
ZoomLong Term Care Webinar: The Importance of a Written Plan Thursday, February 5 | 1:00-2:00pm Presented By: Michael Smith, LUTCF, CLTC, CPS Horizon Financial Hosted By: Ryan Rink, CFP®, EA, ChFC®, CLTC®…