Upcoming Events
- 2026 Cybersecurity Webinar
Join us for an informative cybersecurity webinar featuring Gabriel Ness of Vieth Consulting, LLC. Gabriel will share best practices, essential cybersecurity knowledge, and real-world tips to help you protect your personal and financial information, recognize common threats, and navigate today’s digital world with confidence and peace of mind.
Past Events
- 2026 Market Outlook Webinar
For our first event of 2026, we brought back our Market Outlook Webinar, with Dillon Lull returning to share his expertise on this important topic. The session explored key market trends and practical investment strategies, offering valuable insights to help attendees stay informed and make confident financial decisions. - 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… Read more: 2025 December Next Generation 301 Webinar - 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… Read more: 2025 November Supply Drive - 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… Read more: 2025 Pumpkin Carving & Decorating Contest - 2025 Social Security Webinar
Join Elida Elizondo, a Public Affairs Specialist with the Social Security Administration, for a Social Security Benefits Webinar. Topics will include retirement benefits eligibility, the affect of early retirement, eligibility for spousal benefits, and filing for Medicare. - 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!… Read more: 2025 August Tax Planning Webinar - 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… Read more: 2025 Trivia Night for Charity - 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… Read more: 2025 Medicare 101 Webinar - 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… Read more: 2025 March Basketball Contest - 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! - 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… Read more: 2025 Market Outlook Webinar - 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:
