Webinar: Mid-Year Market Updates
ZoomPresented 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…
2022 Summer Party: Shredding and Boat Rides
Pewaukee Yacht Club N22 W28204 Edgewater Drive, Pewaukee, WIJoin Us! Shakespeare Summer Party: Boat Rides and Paper Shredding Pewaukee Yacht Club | Thursday, August 11th Enjoy a 30 minute boat tour around Pewaukee Lake and bring your confidential…
Tech Webinar #1 – Client Website and Portal Review
ZoomTech Webinar #1 - Client Website and Portal Review Presented By: Ryan Rink, CFP®, EA Take a live tour of your eMoney website and Charles Schwab account. Learn tips and…
Tech Webinar #2 – Cybersecurity
ZoomTech Webinar #2 - Cybersecurity Presented By: Ryan Rink, CFP®, EA and Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® Protecting yourself from online attacks can seem like an endless task.…
Webinar: Year-End Tax & Financial Planning
ZoomWebinar: Year-End Tax & Financial Planning Wednesday, November 30 | 1-2pm Presented By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® Learn the best ways to finish 2022 strong and prepare…