Date: May 2nd, 2025 Time: 6:00 PM (CST) Location: Double Tree by Hilton - Madison East Bring your skills to our Trivia Night for Charity! Enjoy an evening filled with fun questions and friendly rivalry while supporting Gigi’s Playhouse Madison - dedicated to providing resources for individuals with Down syndrome. … [Read more...]
2025 Medicare 101 Webinar
Date: April 17th, 2025 Time: 6:00 PM (CST) Location: Online via Zoom Understanding Medicare can be challenging. Join Ben Rothering from WDS Health as he explains the basics of Medicare coverage, eligibility, and available options to help you make informed decisions. … [Read more...]
2025 March Basketball Contest
Date: March 17th - March 20th, 2025 Location: Online via Microsoft Form Get in the game for our March Basketball Contest! Show off your basketball knowledge - or just your luck - by participating in a fun multiple-choice questionnaire. The top individual and team entries will win special prizes when announced in April! … [Read more...]
2025 Confident Movement Webinar
Watch our Confident Movement Webinar led by Susan Frikken of Yahara Therapy! Learn unique techniques to enhance confidence in yourself and improve mobility. Boost your physical and mental well-being! Learn more about Yahara Therapy at yaharatherapy.com! … [Read more...]
2025 Market Outlook Webinar
Dillon Lull from American Funds provided an in-depth analysis of the latest market trends and shared expert investment strategies for the year ahead. Attendees walked away with more valuable knowledge to guide their financial decisions. We are thrilled with the turnout and are excited to see how everyone will apply the knowledge shared during the session. A big thank you to everyone who attended and made this event such a success! … [Read more...]
WDS Bulletin: December 20th, 2024
Supply Drive We’re excited to share the success of our Supply Drive for the Specialty Care Free Clinic and the Waukesha Free Clinic: $540 in cash and checks (not including online donations), 775+ items donated, and 20 sets of USPS stamps!A heartfelt thank you to our amazing WDS client donors, your generosity will make a real difference in providing care for those in need. Let’s keep supporting these incredible clinics! Learn more about how to volunteer or … [Read more...]
WDS Bulletin: November 8th, 2024
Harbour Awards Our WDS Advisor Team recently attended the annual Harbour Investments Conference, where we had a valuable opportunity to network with fellow advisors from across the industry. We are proud to share that several of our advisors were honored with awards for their outstanding achievements: Luke Kraft (Silver Award - Top 40% of Advisors*) Chris Peck (Gold Award - Top 20% of Advisors*) Lucas Marty (Gold Award - Top 20% of Advisors*) Kyle French (Platinum … [Read more...]
WDS Bulletin: September 25th, 2024
Golfing for a Cause This summer, the WDS team hit the greens to showcase their golf skills while giving back to the community. In June, they participated in the Gio's Garden Golf Classic, raising funds for a local non-profit that offers therapeutic respite care for children ages 0-6 with disabilities. Then, in August, WDS took part in the Monticello Booster Club Golf Outing, where they contributed $800 to support the town’s athletics and extracurricular programs. … [Read more...]
WDS Bulletin: May 20th, 2024
2024 December Next Generation 201 Webinar (Virtual)
Watch our Next Generation 201 Webinar hosted by Financial Advisor, Luke Kraft, CFP®, AIF®, CAIA! Learn skills and tips the new generation can use to begin planning their financial future today! Recap Version: Full Version: … [Read more...]
