Events

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…

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…

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