Events
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Guided Hike: Ice Age Trail Alliance – Delafield Segment
Ice Age Trail - Delafield SegmentGuided Hike: Ice Age Trail Alliance - Delafield Segment Thursday, June 26 | 2-4pm Join us for a guided hike with the Shakespeare team! The hike will be approximately 1.5 hours and 1-2 miles long. All fitness levels are welcome to attend. We will meet in the parking lot of the Delafield City Hall/Library and…
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2025 Mid-Year Market Update Webinar
Zoom2025 Mid-Year Market Update Webinar Thursday, July 24 | 1:00-2:00pm Join us to learn more about the mid-year market conditions for 2025. Review historic trends in addition to our Shakespeare investment philosophy. Hosted By: Nick Ziarek, CFA, CFP® Join us via Zoom at our scheduled time: https://us02web.zoom.us/j/83761002594?pwd=XMisLulb0P6HnfnFNAb1R4rd8Y5Hbi.1 Meeting ID: 837 6100 2594 Passcode: 155145
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Shakespeare Summer Party
Pewaukee Yacht Club N22 W28204 Edgewater Drive, Pewaukee, WIJoin Us: Shakespeare Summer Party Boat Rides and Paper Shredding Thursday, August 14th | 3:00-7:00pm Pewaukee Yacht Club Celebrate summer with the Shakespeare team at our annual Summer Party!Bring your confidential documents for secure onsite shredding with ProShred, available from 3:00–6:30 PM in the parking lot. Then head inside the Pewaukee Yacht Club to enjoy delicious…
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Understanding the One Big Beautiful Bill Act (OBBBA) Webinar
ZoomWebinar: Understanding the One Big Beautiful Bill Act (OBBBA) Thursday, September 18 | 1:00-2:00pm Hosted By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® On July 4, 2025, the One Big Beautiful Bill Act was signed into law, bringing with it a wide range of tax changes and updates. Join us as we break down the most…
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Charitable Giving Webinar: Three Elements of a Successful Plan
ZoomCharitable Giving Webinar: Three Elements of a Successful Plan Thursday, November 13 | 1-2pm CT Discover how to make the most of your generosity while supporting your financial goals. Learn about the key elements of an effective charitable giving strategy—understanding the process, navigating tax implications, and planning your timeline. From cash and corporate stock to…