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May 2020
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 into case studies. We will then focus on the tax and financial planning opportunities available for you and your clients. This workshop is designed for those with assets of more than one million dollars. You will receive a link to join the meeting by email prior to the workshop. Workshop…
Find out more »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 volatility and grow forward out of this downturn. We will look at specific actions that will add value over time to your portfolio, as well as specific things to avoid. We will conclude with a brief review of Financial Planning to-dos to consider while markets are down. This workshop is…
Find out more »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 into case studies. We will then focus on the tax and financial planning opportunities available for you and your clients. This workshop is designed for those with assets of more than one million dollars. You will receive a link to join the meeting by email prior to the workshop. Workshop…
Find out more »August 2020
2020 Summer Shred Event
We 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! Don't miss this opportunity to clean out your cabinets and to enjoy some individually wrapped snacks and drinks (and meet our new team members), if…
Find out more »December 2020
WEBINAR: Year-End Tax and Wealth Transfer Planning
During this session, Brian Ellenbecker will recap key 2020 tax and estate planning rules. He will also cover planning ideas for your investment portfolio, help you assess year-end tax planning opportunities, review retirement planning strategies and ways to manage your wealth transfer and legacy plans. About Brian Ellenbecker, CFP®, EA®, CPWA®, CIMA®, CLTC®: Sign Up Now Simply provide the requested information below to reserve your spot in the December 8th workshop at NOON.
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