Events

Walk MS: Team Shakespeare

Summerfest Grounds 639 E Summerfest Pl, Milwaukee, WI, United States

Walk MS: Team Shakespeare Sunday, May 5th | 10:00am Summerfest Grounds Join the Shakespeare Team as we walk the path along the lakefront together to support MS Society. Shakespeare Wealth Management is the route sponsor for the second year. We are proud to support this wonderful organization supporting research and care for those with Multiple…

Guided Hike: Forest Exploration Center

Forest Exploration Center 1800 Forest Exploration Drive, Wauwatosa, WI, United States

Guided Hike: Forest Exploration Center Thursday, June 27th | 2:00-4:00pm 1800 Forest Exploration Drive ​Wauwatosa, Wisconsin 53213 Join us for a guided hike with the Shakespeare team! The hike will be approximately 1 hour and 1-2 miles long. All fitness levels are welcome to attend. Learn the long history of the property, from grazing, logging,…

Webinar: Mid-Year Market Update 2024

Zoom

Webinar: Mid-Year Market Update 2024 Wednesday, July 24 | 1:00-2:00pm Hosted By: Nick Ziarek, CFA, CFP® Join us to learn more about the current market conditions for mid-year 2024. Review historical trends in addition to our Shakespeare investment philosophy. Click on the Zoom link below at our scheduled start time: https://us02web.zoom.us/j/85797296608?pwd=7hVm0udnemTbBqpUta1jqtqqeq0sjT.1   #user-form-template-31 br{display:none}#user-form-template-31 input{opacity:…

2024 Summer Party: Boat Rides and Paper Shredding

Pewaukee Yacht Club N22 W28204 Edgewater Drive, Pewaukee, WI

2024 Summer Party: Boat Rides and Paper Shredding Thursday, August 15th | 3:00-7:00pm  Pewaukee Yacht Club  The Shakespeare team invites you to join us for our annual Summer Party. A truck from ProShred will be available from 3:00-6:30pm to shred your confidential documents in the parking lot. Then head into Pewaukee Yacht Club where we…

2024 Medicare Webinar

Zoom

2024 Medicare Webinar Wednesday, September 25 | 1:00-2:00pm Presented By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® Are you ready for open enrollment? Learn more about the seemingly complex topic of Medicare as we provide an overview of how it can fit into your financial plan. Areas of focus will include common misconceptions, gaining a general…

2024 Webinars

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: 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