Upcoming Events
- 2025 Market Outlook Webinar
Date: January 21st, 2025 Time: 6:00 PM (CST) Location: Online via Zoom Join us for an engaging webinar with Dillon Lull from American Funds, where he will share valuable insights on market trends and investment strategies for the upcoming year. - 2025 Confident Movement Webinar
Date: February 25th, 2025 Time: 6:00 PM (CST) Location: Online via Zoom Boost your physical and mental well-being in our Confident Movement Webinar. Led by Susan Frikken of Yahara Therapy, this session will focus on unique techniques to enhance confidence and improve mobility. Learn more about Yahara Therapy at yaharatherapy.com! - 2025 March Basketball Contest
Date: March 17th – March 20th, 2025 Location: Online via Microsoft Form Get in the game for our March Basketball Contest! Show off your basketball knowledge – or just your luck – by participating in a fun multiple-choice questionnaire. The top individual and team entries will win special prizes when… Read more: 2025 March Basketball Contest - 2025 Medicare 101 Webinar
Date: April 17th, 2025 Time: 6:00 PM (CST) Location: Online via Zoom Understanding Medicare can be challenging. Join Ben Rothering from WDS Health as he explains the basics of Medicare coverage, eligibility, and available options to help you make informed decisions. - 2025 Trivia Night for Charity
Date: May 2nd, 2025 Time: 6:00 PM (CST) Location: Double Tree by Hilton – Madison East Bring your skills to our Trivia Night for Charity! Enjoy an evening filled with fun questions and friendly rivalry while supporting Gigi’s Playhouse Madison – dedicated to providing resources for individuals with Down syndrome.… Read more: 2025 Trivia Night for Charity
Past Events
- 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: - 2024 May Medicare Webinar (Virtual)
Watch our Medicare Webinar hosted by Ben Rothering of WDS Health. Medicare can be confusing and overwhelming. Ben is committed to helping his clients find the Medicare plan that best suits their medical and financial needs. By watching this presentation, you can gain a better understanding of Medicare A, B,… Read more: 2024 May Medicare Webinar (Virtual) - 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 $58,111.22 (including a WDS match of $15,000)! These funds will contribute… Read more: 2024 Trivia Night for Charity - 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… Read more: 2024 March Basketball Contest (Virtual) - 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… Read more: 2024 February Wills & Trust Webinar (Virtual) - 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… Read more: 2024 January Market Outlook Webinar (Virtual)
