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…

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…

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…

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…

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…

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