“Our mission is to help our clients achieve their financial, family, health, charitable, and social aspirations one conversation at a time”.
Upcoming Events
- 2024 Trivia Night for CharityDid 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 […]
- 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 […]
- 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.
- 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 […]
- 2024 October Pumpkin ContestDate: 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 […]
- 2024 November Supply DriveDate: 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 […]
- 2024 December Next Generation 201 Webinar (Virtual)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 […]
Past Events
- 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 […]
- 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 […]
- 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 […]