We invite you to attend our Next Gen 301 Webinar: Financial Planning for Young Families. This session, led by Luke Kraft, 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. *Registration Sign Up Coming Soon! … [Read more...]
2025 November Supply Drive
This November, we’re hosting a supply drive to support the incredible work of the Boys & Girls Clubs—and we need your help! We're collecting new, unwrapped holiday gifts to benefit children and teens served by the Boys & Girls Club of Dane County and the Boys & Girls Club of Greater Milwaukee. For Dane County, we’re looking for unwrapped gifts suitable for kids from Pre-K - High School. The Dane County Boys & Girls Club set up special “stores” where families can select … [Read more...]
2025 Pumpkin Carving & Decorating Contest
2025 Social Security Webinar
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...]
2025 August Tax Planning Webinar
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...]
2025 Medicare 101 Webinar
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...]
2025 March Basketball Contest
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...]
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...]
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...]
