Guided Hike | Retzer Nature Center
Retzer Nature Center S14N28167 Madison St, Waukesha, WI, United StatesGuided 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
ZoomWebinar: 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…
2023 Medicare Webinar
Zoom2023 Medicare Webinar Thursday, September 28 | 1:00-2:00pm Presented By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® Are you ready for open enrollment? Learn more about the seemingly complex topic of Medicare as we provide an overview and a better understanding of how it can fit into your overall financial plan. Areas of focus will…
2023 Year-End Tax & Financial Planning Webinar
ZoomJoin Us: 2023 Year-End Tax & Financial Planning Webinar Thursday, November 30 | 1:00pm Presented By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® Learn the best ways to finish 2023 strong and prepare for tax season. We will share upcoming deadlines and a checklist of financial planning tasks for what should be completed by the…
Downsizing & Senior Care Webinar
ZoomDownsizing & Senior Care Webinar Thursday, January 25th | 1:00pm Presented By: Melinda Stuart, Owner of Smart Moves Hosted By: Ryan Rink, CFP®, EA, ChFC®, CLTC® Clutter can add stress to our everyday life which impacts our physical and emotional well-being. Knowing where and when to start the process of downsizing for the next stage…