Date: Wednesday, December 11th, 2024 Time: 6:00 PM Location: Virtual via Zoom Join us for our Next Generation 201 Webinar hosted once by WDS Senior Partner & Financial Advisor - Luke Kraft CFP®, AIF®, CAIA! The upcoming event will center around a new school of investing, which aims to encourage the younger generation to plan for their future. The event is aimed at individuals aged 16 and above who are starting to think about their financial future. If you know anyone who might benefit … [Read more...]
Date: All Month Long, November 2024 Time: N/A Location: All WDS Locations Join us in making a difference in the lives of those in need by participating in our Specialty Care Free Clinic Supply Drive! Specialty Care Free Clinic is dedicated to providing essential healthcare services to individuals who may not have access to specialty care due to financial constraints. Their clinic serves as a beacon of hope for many in our community, offering crucial medical attention and support regardless of … [Read more...]
Date: All Month Long, October 2024 Time: N/A Location: All WDS Locations Throughout October, unleash your creativity and bring your pumpkin decorating skills to the forefront! Display your decorated pumpkins prominently in the office for everyone to admire. Others will cast their votes for their favorite creations, so make sure your pumpkin stands out from the crowd! Registration: Coming Soon! … [Read more...]
Date: Tuesday, September 19th, 2024 Time: 6:00 PM Location: Virtual via Zoom Join us for our Circadian Rhythm Webinar hosted by Vanessa A. Leone, Ph.D.! Vanessa is an Assistant Professor of Animal Biologics and Metabolism at the University of Wisconsin-Madison. She holds a B.S. in Animal Sciences and has completed her Ph.D. in Animal Sciences and Nutrition. Dr. Leone's primary research objective is to identify new microbiome-based techniques that can enhance the metabolic health of both … [Read more...]
From pivotal successes to invaluable lessons learned, this video encapsulates the essence of our organization's growth and progress over the past year. Join us as we reflect on the significant strides made, the challenges overcome, and the strategic initiatives that have propelled us forward on our path to excellence. … [Read more...]
Date: Thursday, August 22nd, 2024 Time: 6:00 PM Location: Virtual via Zoom Join us for our Tax Planning Webinar hosted by WDS Tax Advisor - Luke Wendt. Luke will be covering Roth conversion strategies, how to use qualified charitable distributions, and new RMD rules for 2024. … [Read more...]
Date: Thursday, May 9th, 2024 Time: 6:00 PM Location: Virtual via Zoom Join us for our Medicare Webinar hosted by WDS Medicare Specialist - Ben Rothering. Ben is committed to helping his clients find the Medicare plan that best suits their medical and financial needs.During the webinar, Ben will cover the following topics: … [Read more...]
Did you miss our Trivia Night for Charity event? We had an absolutely incredible turnout and an unforgettable night, all in support of Gilda's Club Madison. Thanks to your generosity and enthusiasm, we were able to raise an amazing amount of $42,048.12 for Gilda's Club Madison! If you haven't had a chance to donate yet or would like to further support us in reaching our goal of $50,000.00, please know that donations are still welcome until May 10th, 2024. Every contribution, big … [Read more...]
We had a great turnout for our March Basketball Contest! A total of 209 participants entered our multiple-choice questionnaire asking them to predict, for example, the #1 seed in the men's tournament, the #5 seed in the women's tournament, who will score the most points for the Badgers in the tournament, and more. The top three individual entries and the top three family entries (a family entry is three or more individual entries tied together with a team name) received prizes. Check out the … [Read more...]
Watch our Wills & Trusts Webinar hosted by Thomas Vercauteren and Robert Hameister of Boardman & Clark LLP. Estate planning can be a complicated process with several misconceptions and one-size-fits-all approaches. This presentation aimed to provide clarity on two of the most widely used estate planning tools - Wills and Trusts. By watching this presentation, you can get a better understanding of these tools and decide which one is the best fit for you. This event has passed, but you … [Read more...]
Watch our 2024 Market Outlook Webinar hosted by Chris Dillon of T. Row Price! Chris Dillon, an investment specialist at T. Rowe Price, shared what T. Rowe Price thought the market would look like in 2024. Chris has been working at the company since 2006 and now holds the position of Vice President at T. Rowe Price Group, Inc., and T. Rowe Price Associates, Inc. During his tenure at the company, he has worked with various teams such as municipal bonds, emerging market debt, and international … [Read more...]
We are excited to announce that Peck Financial Group has joined Wealth Distribution Strategies, LLC (WDS) effective September 1st, 2023. Both companies share similar philosophies and goals. Chris and Patty Peck will continue to give their clients the attention and service they have become accustomed to over the years. Chris, his team, and his clients will also have access to more services and resources as a result of joining WDS. At WDS we build a team around every client situation to help … [Read more...]
WDS hosted our sixth annual Trivia Night for Charity benefiting DAIS, Domestic Abuse Intervention Services. DAIS offers an array of crisis intervention and community education/prevention programs, including a 24-hour Help Line, programming for children, legal advocacy, support groups, and emergency safety planning. DAIS is the only domestic violence shelter in all of Dane County. The event took place on Friday, April 28th at a new location, DoubleTree by Hilton Madison East, … [Read more...]
As of April 1st, 2023, we are excited to announce that Bob Koebele has entrusted Wealth Distribution Strategies, LLC (WDS) to serve his clients’ investment and financial planning needs as he transitions into retirement. At WDS we build a team around every client situation to help organize and optimize all aspects of wealth. As part of WDS, all clients have access to our many resources including but not limited to; more investment opportunities, new technologies, a Tax Advisor, Health Insurance … [Read more...]
In 2021, we had to make the difficult decision to delay our Trivia Night for Charity event again! Our first BINGO event was so much fun that we decided to host another event on October 8, which raised $2,000. At the beginning of 2022, we committed to hosting our Trivia Night for Charity in April. This was our first event in person in two years, and it was so great to see everyone. We were fortunate to partner with many of our returning local and corporate sponsors for gathering BINGO, Trivia, … [Read more...]
Together we were able to raise $37,043.00 to benefit Second Harvest Foodbank of Southern Wisconsin! The year 2020 has arguably been one of the most unpredictable and challenging years for many of us. When the COVID-19 pandemic cases continued to rise to unsafe mass gathering conditions, WDS knew we were faced with the choice of cancelling or postponing Trivia Night. We chose to postpone the event hoping we could carry on with the event in October. Unfortunately, the pandemic slowdown never … [Read more...]
As we counted the final results from client donations over the past few weeks, we couldn’t feel any more fortunate to work with each of our clients. Your generous donations ensured our event results to be a great success raising $5,000 more than last year’s event! Together, we raised $26,407.00 to benefit the Ronald McDonald House Charities of Madison (RMHC)! At this year’s event, we gave out over $5,500 of prizes to our attendees. Our donation total included $0 for expenses allowing us to … [Read more...]
We all have anticipated the Trivia Night since the beginning of the year and are very pleased to inform you the event was an overall success! Together, we raised $20,814.00 to benefit the American Family Children’s Hospital (AFCH)! By the end of the night, we gave out over 75 prizes with a combined value of over $5,500! Our donation total included $0 for expenses because our promise was to give every dollar raised to AFCH instead of sacrificing a portion of our donation to sponsor this event. … [Read more...]