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),…
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®,…