Events

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…

2023 Medicare Webinar

Zoom

2023 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…

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