Events

Community Event – Fight for Air Climb – Milwaukee

American Family Field 1 Brewers Way, Milwaukee, WI, United States

Our team is set and we climb at 11:15am! We invite you to join the event as a spectator from The Restaurant to Be Named Later (opens at 9am). Donate…

Shakespeare Volunteer Day: Hunger Task Force

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

  We invite you to join us for an afternoon of giving back to our community! We will be in the new Hunger Task Force warehouse packing up meal kits…

Guided Hike | Lapham Peak

Lapham Peak Park W329N846 County Rd C, Delafield, WI, United States

Guided Hike | Lapham Peak Meet us at Lapham Peak for a guided hike with your Shakespeare team! Will be approximately 1 hour and 1-2 miles long. All fitness levels…

Webinar: Mid-Year Market Updates

Zoom

Presented By: Nick Ziarek, CFP®, CPA Join us to learn more about the current market conditions for mid-year of 2022 in addition to our Shakespeare investment philosophy. Login to Zoom…

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