Date: Wednesday, December 11th, 2024 Time: 6:00 PM Location: Virtual via Zoom Join us for our Next Generation 201 Webinar hosted once by WDS Senior Partner & Financial Advisor - Luke Kraft CFP®, AIF®, CAIA! The upcoming event will center around a new school of investing, which aims to encourage the younger generation to plan for their future. The event is aimed at individuals aged 16 and above who are starting to think about their financial future. If you know anyone who might benefit … [Read more...]
2024 November Supply Drive
Date: All Month Long, November 2024 Time: N/A Location: All WDS Locations Join us in making a difference in the lives of those in need by participating in our Specialty Care Free Clinic Supply Drive! Specialty Care Free Clinic is dedicated to providing essential healthcare services to individuals who may not have access to specialty care due to financial constraints. Their clinic serves as a beacon of hope for many in our community, offering crucial medical attention and support regardless of … [Read more...]
2024 October Pumpkin Contest
Date: All Month Long, October 2024 Time: N/A Location: All WDS Locations Throughout October, unleash your creativity and bring your pumpkin decorating skills to the forefront! Display your decorated pumpkins prominently in the office for everyone to admire. Others will cast their votes for their favorite creations, so make sure your pumpkin stands out from the crowd! Registration: Coming Soon! … [Read more...]
2024 September Circadian Rhythm Webinar (Virtual)
Date: Tuesday, September 19th, 2024 Time: 6:00 PM Location: Virtual via Zoom Join us for our Circadian Rhythm Webinar hosted by Vanessa A. Leone, Ph.D.! Vanessa is an Assistant Professor of Animal Biologics and Metabolism at the University of Wisconsin-Madison. She holds a B.S. in Animal Sciences and has completed her Ph.D. in Animal Sciences and Nutrition. Dr. Leone's primary research objective is to identify new microbiome-based techniques that can enhance the metabolic health of both … [Read more...]
2024 August Tax Planning Webinar (Virtual)
Date: Thursday, August 22nd, 2024 Time: 6:00 PM Location: Virtual via Zoom Join us for our Tax Planning Webinar hosted by WDS Tax Advisor - Luke Wendt. Luke will be covering Roth conversion strategies, how to use qualified charitable distributions, and new RMD rules for 2024. … [Read more...]
2024 May Medicare Webinar (Virtual)
Date: Thursday, May 9th, 2024 Time: 6:00 PM Location: Virtual via Zoom Join us for our Medicare Webinar hosted by WDS Medicare Specialist - Ben Rothering. Ben is committed to helping his clients find the Medicare plan that best suits their medical and financial needs.During the webinar, Ben will cover the following topics: … [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 $42,048.12 for Gilda's Club Madison! If you haven't had a chance to donate yet or would like to further support us in reaching our goal of $50,000.00, please know that donations are still welcome until May 10th, 2024. Every contribution, big … [Read more...]