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...]
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...]
2024 November Supply Drive
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...]
2024 October Pumpkin Carving & Decorating Contest
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...]
