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Latest Past Events
Tech Webinar #1 – Client Website and Portal Review
ZoomTech Webinar #1 - Client Website and Portal Review Presented By: Ryan Rink, CFP®, EA Take a live tour of your eMoney website and Charles Schwab account. Learn tips and tricks of how to better use the features provided, along with other Shakespeare technology techniques and offerings. Join us via Zoom on September 14th at…
2022 Summer Party: Shredding and Boat Rides
Pewaukee Yacht Club N22 W28204 Edgewater Drive, PewaukeeJoin Us! Shakespeare Summer Party: Boat Rides and Paper Shredding Pewaukee Yacht Club | Thursday, August 11th Enjoy a 30 minute boat tour around Pewaukee Lake and bring your confidential…
Webinar: Mid-Year Market Updates
ZoomPresented By: Nick Ziarek, CFP®, CPA Join us to learn more about the current market conditions for mid-year of 2022 in addition to our Shakespeare investment philosophy. Login to Zoom…