Events
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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…
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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…
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2020 Summer Shred Event
FeaturedShakespeare Wealth Management N22W27847 Edgewater Dr, Pewaukee, WI, United StatesWe 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!…
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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…
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Webinar: Planning for Social Security Benefits
Webinar: Planning for Social Security Benefits During this free 45 minute interactive virtual workshop, you will learn many of the key aspects of Social Security Planning, including: * eligibility…
FREE