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2024 Year-End Tax & Financial Planning Webinar

Zoom

Year-End Tax & Financial Planning Webinar Thursday, November 21 | 1-2pm Presented By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® Learn the best ways to finish 2024 strong and prepare for tax…

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…

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…

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