Events
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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…
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Long Term Care Webinar
ZoomLong Term Care Webinar: The Importance of a Written Plan Thursday, February 5 | 1:00-2:00pm Presented By: Michael Smith, LUTCF, CLTC, CPS Horizon Financial Hosted By: Ryan Rink, CFP®, EA, ChFC®, CLTC®…
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Hunger Task Force Volunteer Day
Hunger Task Force 5000 W. Electric Ave., West Milwaukee, WI, United StatesShakespeare Volunteer Day Hunger Task Force Thursday, March 5 | 1:00-4:00pm We are looking forward to another year of packing meal kits for low-income seniors at the Hunger Task Force…