Events

Habitat for Humanity Milwaukee Build Day!

Habitat Milwaukee Home 2063 N 28th Street, Milwaukee, WI

Shakespeare Wealth Management and Habitat for Humanity Milwaukee - November 1, 2019  Giving back to the community is important to us; and we know that it’s important to many of you, as well. Everyone deserves a decent place to live. Because some of you have expressed interest in working with Habitat for Humanity in the…

Shakespeare’s Annual Christmas Party 2019

Thunder Bay Grille Pewaukee N14 W24130 Tower Place, Pewaukee, WI

  We always have such a great time at this party           -- you won't want to miss it. As part of our celebration of good fortune, we are once again teaming up with the Food Pantry of Waukesha County to help put food on the plates of our neighbors this…

Market Update Virtual Workshop | May 13, 2020

Market Update (Zoom Workshop):The Path to Recovery This workshop will look at our current market decline and focus on the disciplines and strategies that can be used to manage volatility and grow forward out of this downturn. We will look at specific actions that will add value over time to your portfolio, as well as…

CARES Act Update Virtual Workshop | May 14, 2020

CARES Act (Zoom Workshop):  Issues and Tax Planning Opportunities This workshop will first define the changes brought about by the CARES Act. We will cover the tax rules and dive into case studies. We will then focus on the tax and financial planning opportunities available for you and your clients. This workshop is designed for…

2024 Webinars

Recording: 2024 Year-End Tax & Financial Planning Webinar

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