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 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...]
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...]
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...]
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...]
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...]
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...]
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...]
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...]
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...]
As we counted the final results from client donations over the past few weeks, we couldn’t feel any more fortunate to work with each of our clients. Your generous donations ensured our event results to be a great success raising $5,000 more than last year’s event! Together, we raised $26,407.00 to benefit the Ronald McDonald House Charities of Madison (RMHC)! At this year’s event, we gave out over $5,500 of prizes to our attendees. Our donation total included $0 for expenses allowing us to … [Read more...]
We all have anticipated the Trivia Night since the beginning of the year and are very pleased to inform you the event was an overall success! Together, we raised $20,814.00 to benefit the American Family Children’s Hospital (AFCH)! By the end of the night, we gave out over 75 prizes with a combined value of over $5,500! Our donation total included $0 for expenses because our promise was to give every dollar raised to AFCH instead of sacrificing a portion of our donation to sponsor this event. … [Read more...]
