Shakespeare’s Annual Christmas Party 2019
Thunder Bay Grille Pewaukee N14 W24130 Tower Place, Pewaukee, WIWe 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…
Market Update Virtual Workshop | May 20, 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…
CARES Act Update Virtual Workshop | May 21, 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…