Events

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 encouraged to attend. There is no cost and refreshments will be provided.  Lead by: John Hillmer & Jack Abler, head volunteers with Friends of Lapham Peak.…

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 using the following link at our scheduled time: Topic: Webinar: Mid-Year Market Updates Time: Jul 13, 2022 02:00 PM Central Time (US and Canada) Join…

2022 Summer Party: Shredding and Boat Rides

Pewaukee Yacht Club N22 W28204 Edgewater Drive, Pewaukee, WI

Join 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 documents to shred with the ProShred truck: Paper Cardboard Folders/Hanging Files Notepads **Staples and paper clips are accepted but no binder clips, please! Friends and…

Tech Webinar #1 – Client Website and Portal Review

Zoom

Tech 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 tricks of how to better use the features provided, along with other Shakespeare technology techniques and offerings. Join us via Zoom on September 14th at…

Tech Webinar #2 – Cybersecurity

Zoom

Tech 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. Learn current best practices that can better protect yourself and limit the potential damage a breach can cause. We will also share favorite services and…

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