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Posts Tagged ‘Lake Country’

WEBINAR: Year-End Tax and Wealth Transfer Planning

By Shakespeare | November 23, 2020

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…

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Habitat for Humanity Milwaukee Build Day!

By Shakespeare | September 10, 2019
Habitat Milwaukee

Shakespeare 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…

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