We invite you to attend our Next Gen 301 Webinar: Financial Planning for Young Families. This session, led by Luke Kraft & Lukas Kolasch, will cover essential strategies for budgeting, saving, investing, and planning for the future. Whether you're just starting out or looking to strengthen your financial foundation, this webinar offers valuable guidance tailored to the unique needs of young families. … [Read more...]
Our Holiday Supply Drive Was a Huge Success, Thanks to You! We’re excited to share that our annual supply drive has officially wrapped up, and it was an incredible success thanks to the generosity of our amazing clients. With your support, we were able to deliver a huge collection of new, unwrapped gifts to benefit children and teens served by the Boys & Girls Club of Dane County and the Boys & Girls Club of Greater Milwaukee. The Boys & Girls Club of Dane County shared … [Read more...]
🎃Thank You for Participating in Our 2025 Pumpkin Carving & Decorating Contest! A huge thank-you to everyone who joined in on the fun and shared their incredible creativity in this year’s Pumpkin Carving and Decorating Contest! We were blown away by the talent, imagination, and Halloween spirit shown by all of our participants. After much deliberation (and a lot of smiles!), we’re thrilled to announce this year’s winners: Congratulations to all of our winners! Each of you will be … [Read more...]
We’d like to extend our sincere thanks to everyone who attended our recent Social Security Benefits Webinar featuring Elida Elizondo, Public Affairs Specialist with the Social Security Administration. Elida shared valuable insights on retirement benefits eligibility , the effect of early retirement, eligibility for spousal benefits, filing for Medicare, and more. We hope you found the webinar helpful and walked away with a clearer understanding of your Social Security … [Read more...]
Thank you to everyone who attended our 2025 Tax Planning Webinar with Tax Advisor, Luke Wendt of WDS Tax. During this session, Luke provided an in-depth review of recent changes in federal and state tax laws and offered a comprehensive overview of newly enacted legislation. The recording is now available! You can access both the full-length webinar and the highlights video using the links below: Full Version: Recap Version: … [Read more...]
Our team had a blast at our annual WDS Olympics, where the WDS team went head to head in a series of fun & competitive games. There was plenty of laughter, teamwork, & a little friendly rivalry, which made for a great day! Big congratulations to our medalists: Jeremy Argue took home gold. Kelly Nelson claimed silver, and Lucas Marty rounded out the podium with bronze! … [Read more...]
We are excited to announce that John Augustin and Associates, LLC has joined Wealth Distribution Strategies, LLC (WDS). Both companies share the same values and client-first philosophy. And John, and his assistant Brenda, will continue to serve their clients in the manner they have come to trust over the years. At WDS we build a team around every client situation to help organize and optimize all aspects of wealth, offering clients access to a broad range of resources including more … [Read more...]
Thanks for joining us at Trivia Night for Charity! It was a fantastic evening filled with fun questions and friendly competition - all in support of GiGi's Playhouse- Madison, which empowers individuals with Down Syndrome. Thanks to your generosity and enthusiasm, we raised an amazing $64,642 to help further GiGi’s Playhouse’s mission of empowering individuals with Down syndrome to achieve their greatest potential. Thank you for being a part of this inspiring event!!Be sure to save the date … [Read more...]
Catch the Replay of Our 2025 Medicare 101 Webinar!Led by Ben Rothering of WDS Health, this engaging session simplifies the often-overwhelming world of Medicare. With clarity and insight, Ben breaks down coverage, eligibility, and plan options—making Medicare feel less confusing and far more manageable. Whether you're planning ahead or helping a loved one, this webinar is a must-watch! … [Read more...]
Congratulations to our March Basketball Contest winners! 2025 Individual Entries: 1st - Bill Lazar (252 Points) 2nd - Jeff Seeliger (245 Points) 3rd - Paul Anderson (242 Points) 2025 Team Entries: 1st - "Net Gains" (238.6 Points) 2nd - "Boerke" (197.7 Points) 3rd - "Screaming Lazars" - (193.7 Points) Thanks to everyone who joined the fun- see you next round! … [Read more...]
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...]
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...]
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...]
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...]
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...]
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...]
Our Supply Drive to support Specialty Care Free Clinic and Waukesha Free Clinic was an incredible success! A heartfelt thank you to everyone who contributed, whether through monetary donations or item drop-offs. Your generosity truly helps our communities flourish! Both clinics play a vital role in serving those in need and are always looking for volunteers. Monetary donations are also welcome year-round. To learn more about how you can continue to support their mission, visit their … [Read more...]
Thank you to everyone who participated in our Annual Pumpkin Carving & Decorating Contest! We loved seeing families brought together and creativity in each submission. This year’s entries were truly impressive, showcasing both skill and imagination! Here are the results of this year’s Pumpkin Carving & Decorating Contest: Congratulations to all our winners & honorable mentions! Each of you has won a prize - we will be in contact with you to coordinate the delivery of your … [Read more...]
Watch our Circadian Rhythm Webinar hosted by Vanessa A. Leone, Ph.D.! Learn how microorganisms and our circadian rhythms influence our gut shape and metabolic health. Recap Version: Full Version: … [Read more...]
