Every November, we come together for our annual supply drive, one of our favorite traditions! Each year, we partner with a different organization to support a new cause and make an impact where it’s needed most. The drive runs all month long, giving everyone plenty of time to participate and give back. *Please stay tuned for further information regarding this year's supply drive! … [Read more...]
Spencer will share general real estate knowledge along with practical tips and insights from his experience working through every stage of the buying and selling process, helping you feel more confident when navigating today’s real estate market. … [Read more...]
Take part in a helpful session focused on tax updates, smart planning strategies, and practical guidance designed to keep you informed and ready for the upcoming tax season. … [Read more...]
We invite you to join us for our 20th Anniversary Celebration & New Office Open House! Stop by, visit our new space, connect with our team, and celebrate this milestone with us. Wealth Distribution Strategies, LLC began its journey in the fall of 2006 when Al Winsand founded the firm with a vision to help individuals and families plan for their financial futures. In February of 2012, Jeff Lamb joined the firm as part of Al’s business continuation plan and now serves as President of … [Read more...]
Medicare comes with many questions and decisions. Ben Rothering from WDS Health, LLC will provide a helpful overview of Medicare basics, explaining eligibility, coverage options, and important considerations to help you better understand your choices and plan with confidence. … [Read more...]
As South Central Wisconsin’s busiest food pantry, The River provides free groceries for pickup or delivery, to-go meals, online grocery orders, mobile meals, and after-hours food lockers. While serving over 4,000 people every week since 2006, they are in constant pursuit of their vision: a fully nourished community.So gather your team, test your knowledge, and join us for a night that makes a difference! … [Read more...]
The latest 2026 Q1 market updates shared by financial advisor, Kyle French, , CIMA®, CFP®, AIF®. … [Read more...]
Our cybersecurity webinar featured Gabriel Ness of Vieth Consulting, LLC, who shared best practices, essential cybersecurity knowledge, and many helpful real-world tips. He provided valuable guidance on protecting personal and financial information, recognizing common threats, and navigating today’s digital world with greater confidence and peace of mind. The recording is now available! You can access both the full-length webinar and the highlights video using the links below: Full … [Read more...]
Dillon Lull from American Funds hosted our Market Outlook Webinar, sharing insights on current market trends and investment strategies for the year ahead. As our first event of 2026, the session provided valuable takeaways to help attendees make confident financial decisions. 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...]
As we look back on 2025, we’re incredibly grateful for a year filled with growth, connection, and a whole lot of fun. From welcoming new clients to continuing relationships with those who’ve been with us for years, your trust and support mean everything to us. We have loved the memories we made, the moments we celebrated, and most of all, our incredible team. We can’t wait to see what next year brings! … [Read more...]
We were pleased to host our Next Gen 301 Webinar: Financial Planning for Young Families. This session, led by Luke Kraft and Lukas Kolasch, covered essential strategies for budgeting, saving, investing, and planning for the future. The webinar went great, and we appreciated the engagement from everyone who attended. Whether participants were just starting out or looking to strengthen their financial foundation, the discussion provided valuable guidance tailored to the unique needs of young … [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 that … [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...]
