Latest Past Events

2024 Year-End Tax & Financial Planning Webinar

Zoom

Year-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…

2024 Medicare Webinar

Zoom

2024 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…

2024 Summer Party: Boat Rides and Paper Shredding

Pewaukee Yacht Club N22 W28204 Edgewater Drive, Pewaukee

2024 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…