Calendar of Events
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Tech Webinar #1 – Client Website and Portal Review
Tech Webinar #1 – Client Website and Portal Review
Tech Webinar #1 - Client Website and Portal Review Presented By: Ryan Rink, CFP®, EA Take a live tour of your eMoney website and Charles Schwab account. Learn tips and tricks of how to better use the features provided, along with other Shakespeare technology techniques and offerings. Join us via Zoom on September 14th at…
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Tech Webinar #2 – Cybersecurity
Tech Webinar #2 – Cybersecurity
Tech Webinar #2 - Cybersecurity Presented By: Ryan Rink, CFP®, EA and Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® Protecting yourself from online attacks can seem like an endless task. Learn current best practices that can better protect yourself and limit the potential damage a breach can cause. We will also share favorite services and…