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Who We Are
Our Team
Our Approach
In the Community
Who We Serve
Client Testimonials
Fees & Minimums
FAQ
What We Do
Retirement Planning
Tax Planning
Investment Management
Women and Wealth
Selling A Business
Death Of A Loved One
Legacy Planning
Career Change
Resources
Events
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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
https://www.shakespearewm.com/wp-content/uploads/2022/03/Mid-Year-Market-Update-July-2022.mp4
Recording: Mid-Year Market Update - July 2022
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
