Posts Tagged ‘webinar’
2024 Year-End Tax & Financial Planning Webinar
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…
Read MoreDownsizing & Senior Care Webinar
Downsizing & 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…
Read MoreWebinar: Mid-Year Market Update
Webinar: 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…
Read MoreHow to Read Your Tax Return Webinar
How 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,…
Read MoreWebinar: 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…
Read More