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...]
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...]
2025 Pumpkin Carving & Decorating Contest
🎃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...]
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 Trivia Night for Charity
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...]
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...]
