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Latest Past Events

Mid-Year Market Update Webinar

Zoom

Mid-Year Market Update Webinar Wednesday, July 29 | 1:00-2:00pm CST Join us for a timely overview of the 2026 market landscape. We’ll examine key developments from the first half of…

Understanding the One Big Beautiful Bill Act (OBBBA) Webinar

Zoom

Webinar: 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…

2025 Mid-Year Market Update Webinar

Zoom

2025 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