Events

Workshop: Cybersecurity – How to Recognize Phishing and other Scams

Bullwinkle's 2029 W Bluemound Road, Brookfield, WI

  Please join us as Curtis Glass, President of Glassen Technology Services, LLC teaches us how to identify malicious emails and web links. Phishing emails are scams disguised as legitimate communications from well-known businesses, banks, organizations and social media platforms. These emails direct users to enter their personal information on fake websites. The dangers here…

Shakespeare 2018 Christmas Party

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

  Please join us at Thunder Bay Grille in Pewaukee N14 W24130 Tower Place, Pewaukee, WI 53072 Thursday, December 6th 4:00 - 6:30 pm Christmas Open House Party! (We hope to see you there!) We always have such a great time at this party           -- you won't want to miss…

Fight for Air Climb 2019

Are you willing to STEP UP to our challenge again?  Our team grew in size last year; but we are hoping for a record number to join us this year.  Will you be climbing on our team in 2019? We are hereby officially challenging YOU to join Shakespeare’s team in the American Lung Association’s Fight for…

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…

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