Events
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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…
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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…
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Cybersecurity Webinar
ZoomCybersecurity Webinar Thursday, February 15 | 1:00pm CT Presented By: Jeff Lanza, Retired FBI Special Agent, The Lanza Group Hosted By: Nick Ziarek, CFP®, CFA During his 20+ years with the FBI, Jeff Lanza investigated cybercrime, organized crime and terrorism. He will present his knowledge on protecting identity and avoiding scams while sharing solutions to real world scenarios.…
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2024 Volunteer Day: Hunger Task Force
Hunger Task Force 5000 W. Electric Ave., West Milwaukee, WI, United States2024 Volunteer Day: Hunger Task Force Thursday, March 7 | 1:00-4:00pm (Includes a break for refreshments) Hunger Task Force Warehouse: 5000 W Electric Ave West Milwaukee, WI 53219 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…
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Walk MS: Team Shakespeare
Summerfest Grounds 639 E Summerfest Pl, Milwaukee, WI, United StatesWalk MS: Team Shakespeare Sunday, May 5th | 10:00am Summerfest Grounds Join the Shakespeare Team as we walk the path along the lakefront together to support MS Society. Shakespeare Wealth Management is the route sponsor for the second year. We are proud to support this wonderful organization supporting research and care for those with Multiple…