Events

Wine Tasting – February 22nd – Westmoor Country Club

Westmoor Country Club 400 S Moorland Rd, Brookfield, WI, United States

Wine Tasting Invite 2.22.17 You will want to grab a friend and join us at Westmoor Country Club in Brookfield. Taste and learn about delicious new wines in a fun atmosphere! RSVP to 262-814-1600 or Colleen@ShakespeareWM.com

Shakespeare 5K Run/Walk

Juneau Park 801 N Lincoln Memorial Drive, Milwaukee, WI

To learn more, click here!

$35

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: 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