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 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
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 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
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. 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…
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 for tax season. We will share upcoming deadlines and a checklist of financial planning tasks for what should be completed by the end of the…
Healthcare in Retirement Webinar: Bridging the Gap from Working Years to Medicare
ZoomHealthcare in Retirement Webinar: Bridging the Gap from Working Years to Medicare Presented By: Naomi Weisgerber, Werner & Associates and Andrea Bulen, CFP® If 2023 begins your countdown to retirement, this webinar is for you! Listen in for real life scenarios and discussion of important details to consider. Learn the steps to keep your healthcare covered as you…