Events

Planning for Group/Individual Travel Webinar: Trends, Tips and Insurance Info

Zoom

Planning for Group/Individual Travel Webinar: Trends, Tips and Insurance Info Presented By: Lake Country Travel Join us to hear about exciting travel ideas and opportunities, whether you are interested in individual or group travel in the upcoming months. Hear from the experts about what destinations are currently the most popular and important details to note including…

How to Read Your Tax Return Webinar

Zoom

How to Read Your Tax Return Webinar Presented By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® It can be easy to file away your tax return without taking a look. However, it is worth understanding a few key items and checking for accuracy. Join us as we walk through the most common forms included in a…

Volunteer Day: Hunger Task Force

Hunger Task Force 5000 W. Electric Ave., West Milwaukee, WI, United States

Volunteer Day: Hunger Task Force May 30th | 2:00-5:00pm Hunger Task Force Warehouse | 5000 W Electric Ave, Milwaukee We invite you to join us for an afternoon of giving back to our community. Our team had such a fun time last year with the clients and friends that joined us. We will again be…

Guided Hike | Retzer Nature Center

Retzer Nature Center S14N28167 Madison St, Waukesha, WI, United States

Guided Hike | Retzer Nature Center June 22 | 3:00-4:00pm Meet us at the Learning Center building at Retzer Nature Center for a guided hike with the Shakespeare team! The hike will be approximately 1 hour and 1-2 miles long through Nature of the Trails. All fitness levels are welcome to attend. There is no…

Webinar: Mid-Year Market Update

Zoom

Webinar: Mid-Year Market Update Presented By: Nick Ziarek, CFA, CFP® Learn more about the current market conditions for mid-year 2023. Review historical trends in addition to our Shakespeare investment philosophy. Join us via Zoom at our scheduled start time of 1:00pm on Wednesday, July 26th: https://us02web.zoom.us/j/88440632744?pwd=V1hpamdZa2lvZGNyM2h3b1p5eHhvdz09 Meeting ID: 884 4063 2744 Passcode: 651202     #user-form-template-24…

2024 Webinars

Recording: Cybersecurity Webinar

Recording: Downsizing & Senior Care Webinar

2023 Webinars

Recording: 2023 Year-End Tax & Financial Planning Webinar

Recording: 2023 Medicare Webinar

Recording: Mid-Year Market Update - July 2023

Recording: How to Read Your Tax Return

Recording: Planning Group/Individual Travel

Recording: Long Term Care Insurance 

Recording: Healthcare in Retirement: Bridging the Gap from Working Years to Medicare

2022 Webinars

Recording: Year-End Tax and Financial Planning

Recording: Tech Series Part 2 – Cybersecurity

Recording: Tech Series Part 1 – Shakespeare Website

Recording: The Family Home Webinar Part 3 – Senior Living Options

Recording: The Family Home Webinar Part 2 – Real Estate

Recording: The Family Home Webinar Part 1 – Legacy Planning