Join us for an informative webinar focusing on Social Security planning in retirement, hosted by Elida Elizondo! 📅 Date: September 25, 2025🕒 Time: 6:00 PM More details coming soon! … [Read more...]
Join Us for Our 2025 Tax Planning Webinar with Tax Advisor, Luke Wendt from WDS Tax. As we move into a new tax year, it's more important than ever to stay informed, proactive, and prepared for changes that could impact your financial future. More information coming soon! … [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...]
Navigating Medicare can feel overwhelming, but attendees left our recent event empowered & informed thanks to an engaging presentation by Ben Rothering from WDS Health. With clarity and insight, Ben broke down the complexities of Medicare coverage, eligibility, and plan options, turning a confusing topic into one that felt approachable and manageable. A recording of the webinar will be uploaded as soon as possible-stay tuned! … [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...]
Watch our Tax Planning Webinar hosted by Luke Wendt of WDS Tax! By watching this presentation, you can gain a better understanding of current tax law & penalty avoidance, tax savings through deductions & credits, and scheduled tax changes for 2026. Recap Version: Full Version: … [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...]
Watch our Medicare Webinar hosted by Ben Rothering of WDS Health. Medicare can be confusing and overwhelming. Ben is committed to helping his clients find the Medicare plan that best suits their medical and financial needs. By watching this presentation, you can gain a better understanding of Medicare A, B, C, and D, Medicare Enrollment Periods, When and How to Enroll in Medicare, Coverage Options, and More! Recap Version: Full Version: Resources: … [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 $58,111.22 (including a WDS match of $15,000)! These funds will contribute to Gilda’s Club Madison's mission to uplift and strengthen those impacted by cancer by providing support, fostering compassionate communities, and breaking down barriers to care. … [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...]
