2020 Summer Shred Event
Shakespeare Wealth Management N22W27847 Edgewater Dr, Pewaukee, WI, United StatesWe are bringing back our Summer Shred Event! August 26th 3-5:00 pm Shakespeare Parking Lot (N22 W27847 Edgewater Dr, Pewaukee) Our document shredding service will safely destroy your confidential documents... We love to be able to thank our clients by hosting fun and/or helpful events for all to enjoy. We hope you will join us!…
WEBINAR: Year-End Tax and Wealth Transfer Planning
During this session, Brian Ellenbecker will recap key 2020 tax and estate planning rules. He will also cover planning ideas for your investment portfolio, help you assess year-end tax planning opportunities, review retirement planning strategies and ways to manage your wealth transfer and legacy plans. About Brian Ellenbecker, CFP®, EA®, CPWA®, CIMA®, CLTC®: Sign Up…
Webinar: Planning for Social Security Benefits
Webinar: Planning for Social Security Benefits During this free 45 minute interactive virtual workshop, you will learn many of the key aspects of Social Security Planning, including: * eligibility of benefits, * how benefits are calculated, * benefit claiming strategies, and * the current outlook of Social Security. RSVP to Colleen@ShakespeareWM.com Wednesday, September…
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),…