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...]
2024 February Wills & Trust Webinar (Virtual)
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...]
2024 January Market Outlook Webinar (Virtual)
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...]
Peck Financial Group Joins WDS
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...]
2023 Trivia Night for Charity
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...]
Koebele Wealth Joins WDS
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...]
2021-2022 Trivia Night for Charity
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...]
2020 Trivia Night for Charity
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...]