webinar
Webinar: Planning for Social Security Benefits
Webinar: Planning for Social Security Benefits During this free 45 minute interactive virtual workshop, you will learn many of the key aspects of Social Security Planning, including: * eligibility of benefits, * how benefits are calculated, * benefit claiming strategies, and * the current outlook of Social Security. RSVP to Colleen@ShakespeareWM.com Wednesday, September…
How to Read Your Tax Return Webinar
ZoomHow to Read Your Tax Return Webinar Presented By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® It can be easy to file away your tax return without taking a look. However, it is worth understanding a few key items and checking for accuracy. Join us as we walk through the most common forms included in a…
Webinar: Mid-Year Market Update
ZoomWebinar: Mid-Year Market Update Presented By: Nick Ziarek, CFA, CFP® Learn more about the current market conditions for mid-year 2023. Review historical trends in addition to our Shakespeare investment philosophy. Join us via Zoom at our scheduled start time of 1:00pm on Wednesday, July 26th: https://us02web.zoom.us/j/88440632744?pwd=V1hpamdZa2lvZGNyM2h3b1p5eHhvdz09 Meeting ID: 884 4063 2744 Passcode: 651202 #user-form-template-24…
Downsizing & Senior Care Webinar
ZoomDownsizing & Senior Care Webinar Thursday, January 25th | 1:00pm Presented By: Melinda Stuart, Owner of Smart Moves Hosted By: Ryan Rink, CFP®, EA, ChFC®, CLTC® Clutter can add stress to our everyday life which impacts our physical and emotional well-being. Knowing where and when to start the process of downsizing for the next stage…
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…