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Lake Country
Habitat for Humanity Milwaukee Build Day!
Habitat Milwaukee Home 2063 N 28th Street, Milwaukee, WIShakespeare 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…
WEBINAR: Year-End Tax and Wealth Transfer Planning
During this session, Brian Ellenbecker will recap key 2020 tax and estate planning rules. He will also cover planning ideas for your investment portfolio, help you assess year-end tax planning opportunities, review retirement planning strategies and ways to manage your wealth transfer and legacy plans. About Brian Ellenbecker, CFP®, EA®, CPWA®, CIMA®, CLTC®: Sign Up…