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Webinar: eMoney Client Website Overview

Zoom

Webinar: eMoney Client Website Overview Wednesday, April 23 | 1:00-2:00pm  Join us as we provide an overview of how to use your personal eMoney client website. Topics Include: Homepage Review Edit your Settings and set up Two-Factor Authentication How to add or remove your personal account Connections How to view Cash Flow Reports, Net Worth Statements and…

Shakespeare Volunteer Day: Hunger Task Force 2025

Hunger Task Force 5000 W. Electric Ave., West Milwaukee, WI, United States

Shakespeare Volunteer Day: Hunger Task Force 2025 Tuesday, May 13 | 1:00-4:00pm 5000 W Electric Ave West Milwaukee, WI 53219 We will once again be packing meal kits for low income seniors at the Hunger Task Force warehouse. Family and friends are welcome. Join our Shakespeare team as we try to beat our packing record…

2024 Webinars

Recording: 2024 Year-End Tax & Financial Planning Webinar

Recording: 2024 Medicare Webinar

Recording: Mid-Year Market Update - July 2024

Recording: Cybersecurity Webinar

Recording: Downsizing & Senior Care Webinar

2023 Webinars

Recording: 2023 Year-End Tax & Financial Planning Webinar

Recording: 2023 Medicare Webinar

Recording: Mid-Year Market Update - July 2023

Recording: How to Read Your Tax Return

Recording: Planning Group/Individual Travel

Recording: Long Term Care Insurance 

Recording: Healthcare in Retirement: Bridging the Gap from Working Years to Medicare

2022 Webinars

Recording: Year-End Tax and Financial Planning

Recording: Tech Series Part 2 – Cybersecurity

Recording: Tech Series Part 1 – Shakespeare Website

Recording: Mid-Year Market Update - July 2022

Recording: The Family Home Webinar Part 3 – Senior Living Options

Recording: The Family Home Webinar Part 2 – Real Estate

Recording: The Family Home Webinar Part 1 – Legacy Planning