Latest Past Events
2024 Year-End Tax & Financial Planning Webinar
ZoomYear-End Tax & Financial Planning Webinar Thursday, November 21 | 1-2pm Presented By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® Learn the best ways to finish 2024 strong and prepare for tax season. We will share upcoming deadlines and a checklist of financial planning tasks for what should be completed by the end of the year. Join…
2024 Medicare Webinar
Zoom2024 Medicare Webinar Wednesday, September 25 | 1:00-2:00pm Presented By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® Are you ready for open enrollment? Learn more about the seemingly complex topic of Medicare as we provide an overview of how it can fit into your financial plan. Areas of focus will include common misconceptions, gaining a general…
2024 Summer Party: Boat Rides and Paper Shredding
Pewaukee Yacht Club N22 W28204 Edgewater Drive, Pewaukee2024 Summer Party: Boat Rides and Paper Shredding Thursday, August 15th | 3:00-7:00pm Pewaukee Yacht Club The Shakespeare team invites you to join us for our annual Summer Party. A truck from ProShred will be available from 3:00-6:30pm to shred your confidential documents in the parking lot. Then head into Pewaukee Yacht Club where we…