Thank you to everyone who joined us for our 20th Anniversary Celebration & New Office Open House! We loved welcoming clients, friends, and fellow community members into our new space to celebrate this exciting milestone with us. It was a wonderful evening filled with great conversations, meaningful connections, and appreciation for the relationships that have supported us throughout the years. We are incredibly grateful for your continued trust and support, and we look forward to many more … [Read more...]
2026 Medicare 101 Webinar
Medicare comes with many questions and decisions. Ben Rothering from WDS Health, LLC provided a helpful overview of Medicare basics, including eligibility requirements, coverage options, and key considerations to help you better understand your healthcare choices and plan with confidence. Full Version: Recap Version: … [Read more...]
2026 Trivia Night for Charity
Our Trivia Night for Charity was a great success, and we’re incredibly grateful to everyone who came out to participate & support such a meaningful cause.Thank you again for making a difference! 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 … [Read more...]
2026 March Basketball Contest
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. 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...]
