Events

2018 Tax Law Workshop

Country Springs Hotel 2810 Golf Road, Pewaukee/Waukesha, Wisconsin

Comprehensive Tax Overhaul Educational Workshop Anxious about the new tax laws? Not sure where to begin? Now's your chance to get a head start. This February 15th and 21st, we're hosting two in-person educational workshops where we'll discuss everything you need to know about the recent tax-law overhaul. You'll walk away from this one-hour session…

FREE

2018 Tax Law Workshop

Country Springs Hotel 2810 Golf Road, Pewaukee/Waukesha, Wisconsin

Comprehensive Tax Overhaul Educational Workshop Anxious about the new tax laws? Not sure where to begin? Now's your chance to get a head start. This February 15th and 21st, we're hosting two in-person educational workshops where we'll discuss everything you need to know about the recent tax-law overhaul. You'll walk away from this one-hour session…

FREE

Join us in Fight for Air Climb

US Bank Center 777 East Wisconsin Ave, Milwaukee, WI

Are you willing to STEP UP to our challenge again?  We had a few brave climbers join us last year.  We’d love to have you with us this year! We are hereby officially challenging YOU to join Shakespeare’s team in the American Lung Association’s Fight for Air Climb on March 10th at the US Bank Center…

Shakespeare Summer Shred Party!

Pewaukee Yacht Club N22 W28204 Edgewater Drive, Pewaukee, WI

https://www.shakespearewm.com/summer-shred-party-2018/

SFSHD 2018 Annual Golf Outing – Scholastic Fund for Students of Hispanic Descent

Ironwood Golf Course & Banquet Hall W270 N6166 Moraine Drive, Sussex, WI

17th Annual SFSHD Golf Outing - August 5th We are excited to support education within Waukesha County, especially an organization that's focused on working with at-risk youth. Scholastic Fund for Students of Hispanic Descent provides scholarships that help to encourage young Hispanics to attend college so that they can better themselves and the community around them. SFSHD…

$125

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