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family home
Webinar: The Family Home Part 1 – Financial Planning Considerations for Second Homes
This is Part 1 of our Shakespeare Webinar Series: The Family Home Learn what to consider with multiple homes in your portfolio and how to keep a legacy home in the family, whether you want to pass it down to the next generation or share ownership. Presented By: Brian Ellenbecker, CFP®, EA®, CPWA®, CIMA®, CLTC®,…
Webinar: The Family Home Part 2 – Downsizing & Real Estate Market Updates
This is Part 2 of our Shakespeare Webinar Series: The Family Home Learn about the current real estate market and tips on preparing a home to sell, organizing clutter & giving away sentimental items. Presented By: Brian Ellenbecker, CFP®, EA®, CPWA®, CIMA®, CLTC®, Financial Planner, Shakespeare Wealth Management Bruce Nemovitz, Senior Real Estate Specialist (SRES),…