Events

Webinar: The Family Home Part 1 – Financial Planning Considerations for Second Homes

This is Part 1 of our Shakespeare Webinar Series: The Family Home Learn what to consider with multiple homes in your portfolio and how to keep a legacy home in the family, whether you want to pass it down to the next generation or share ownership. Presented By: Brian Ellenbecker, CFP®, EA®, CPWA®, CIMA®, CLTC®,…

Webinar: The Family Home Part 2 – Downsizing & Real Estate Market Updates

This is Part 2 of our Shakespeare Webinar Series: The Family Home Learn about the current real estate market and tips on preparing a home to sell, organizing clutter & giving away sentimental items. Presented By: Brian Ellenbecker, CFP®, EA®, CPWA®, CIMA®, CLTC®, Financial Planner, Shakespeare Wealth Management Bruce Nemovitz, Senior Real Estate Specialist (SRES),…

Webinar: The Family Home Part 3 – Aging in Place vs. Moving to Senior Living

This is Part 3 of our Shakespeare Webinar Series: The Family Home How do you begin family conversations about senior care for yourself or your loved ones? What home updates or services are needed to age in place? Learn considerations for choosing and paying for a senior community. Presented By: Brian Ellenbecker, CFP®, EA®, CPWA®,…

Community Event – Fight for Air Climb – Milwaukee

American Family Field 1 Brewers Way, Milwaukee, WI, United States

Our team is set and we climb at 11:15am! We invite you to join the event as a spectator from The Restaurant to Be Named Later (opens at 9am). Donate to American Lung Association on our Team Shakespeare page: Fight For Air Climb - Milwaukee: Shakespeare

Shakespeare Volunteer Day: Hunger Task Force

Hunger Task Force 5000 W. Electric Ave., West Milwaukee, WI, United States

  We invite you to join us for an afternoon of giving back to our community! We will be in the new Hunger Task Force warehouse packing up meal kits for low-income seniors. This is not a strenuous activity and is a wonderful opportunity to help our neighbors. Only requirement is close-toed shoes. All are…

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