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...]
2026 Real Estate Webinar
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...]
2026 Tax Planning
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...]
2026 Medicare 101 Webinar
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...]
2026 Trivia Night for Charity
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...]
2026 March Basketball Contest
Basketball season is right around the corner! Get in on the fun with our annual March Basketball Contest. All WDS clients are welcome, even your family members, as we put your basketball smarts to the test! __________________________________________________________________________ … [Read more...]
2026 Cybersecurity Webinar
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. … [Read more...]
2026 Market Outlook Webinar
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...]
2025 December Next Generation 301 Webinar
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...]
2025 November Supply Drive
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...]
