Upcoming Events
- 2025 Pumpkin Carving & Decorating Contest
Show off your creativity in our Annual Pumpkin Carving & Decorating Contest! Whether you carve, paint, or decorate, we want to see your best pumpkin masterpiece. Submit a photo of your creation for a chance to win bragging rights and a fun prize. All ages and skill levels are welcome—just make sure to enter by October 31. Winners will be announced shortly after, so get carving and let your imagination shine! - 2025 November Supply Drive
This November, we’re hosting a supply drive to support the incredible work of the Boys & Girls Clubs—and we need your help! We’re collecting new, unwrapped holiday gifts to benefit children and teens served by the Boys & Girls Club of Dane County and the Boys & Girls Club of… Read more: 2025 November Supply Drive - 2025 December Next Generation 301 Webinar
We invite you to attend our Next Gen 301 Webinar: Financial Planning for Young Families. This session, led by Luke Kraft, will cover essential strategies for budgeting, saving, investing, and planning for the future. Whether you’re just starting out or looking to strengthen your financial foundation, this webinar offers valuable… Read more: 2025 December Next Generation 301 Webinar
Past Events
- 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: - 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… Read more: 2024 November Supply Drive - 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… Read more: 2024 October Pumpkin Carving & Decorating Contest - 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: - 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:
