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...]
2024 September Circadian Rhythm Webinar (Virtual)
Watch our Circadian Rhythm Webinar hosted by Vanessa A. Leone, Ph.D.! Learn how microorganisms and our circadian rhythms influence our gut shape and metabolic health. Recap Version: Full Version: … [Read more...]
2024 August Tax Planning Webinar (Virtual)
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...]
2024 May Medicare Webinar (Virtual)
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...]
2024 Trivia Night for Charity
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...]
2024 March Basketball Contest (Virtual)
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...]
2024 February Wills & Trust Webinar (Virtual)
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...]
2024 January Market Outlook Webinar (Virtual)
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...]