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November 2019

Shakespeare’s Annual Christmas Party 2019

November 21, 2019 @ 4:00 pm - 7:00 pm
Thunder Bay Grille Pewaukee, N14 W24130 Tower Place
Pewaukee, WI 53072
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2019 Invite

  We always have such a great time at this party           -- you won't want to miss it. As part of our celebration of good fortune, we are once again teaming up with the Food Pantry of Waukesha County to help put food on the plates of our neighbors this Holiday Season. Generous donations are encouraged.   Hunger hurts. It denies dignity, lessons human energy and impairs the potential of people to succeed. We are doing…

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May 2020

Market Update Virtual Workshop | May 13, 2020

May 13 @ 3:00 pm - 4:00 pm

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 designed…

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CARES Act Update Virtual Workshop | May 14, 2020

May 14 @ 3:00 pm - 4:00 pm

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…

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Market Update Virtual Workshop | May 20, 2020

May 20 @ 3:00 pm - 4:00 pm

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…

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CARES Act Update Virtual Workshop | May 21, 2020

May 21 @ 3:00 pm - 4:00 pm

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…

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