Upcoming Events
- 2026 Tax Planning
Take part in a helpful session focused on tax updates, smart planning strategies, and practical guidance designed to keep you informed and ready for the upcoming tax season. - 2026 Real Estate Webinar
Spencer will share general real estate knowledge along with practical tips and insights from his experience working through every stage of the buying and selling process, helping you feel more confident when navigating today’s real estate market. - 2026 Supply Drive
Every November, we come together for our annual supply drive, one of our favorite traditions! Each year, we partner with a different organization to support a new cause and make an impact where it’s needed most. The drive runs all month long, giving everyone plenty of time to participate and… Read more: 2026 Supply Drive
Past Events
- 20th Anniversary Celebration & New Office Open House
Thank you to everyone who joined us for our 20th Anniversary Celebration & New Office Open House! We loved welcoming clients, friends, and fellow community members into our new space to celebrate this exciting milestone with us. It was a wonderful evening filled with great conversations, meaningful connections, and appreciation… Read more: 20th Anniversary Celebration & New Office Open House - 2026 Medicare 101 Webinar
Medicare comes with many questions and decisions. Ben Rothering from WDS Health, LLC provided a helpful overview of Medicare basics, including eligibility requirements, coverage options, and key considerations to help you better understand your healthcare choices and plan with confidence. Full Version: Recap Version: - 2026 Trivia Night for Charity
Our Trivia Night for Charity was a great success, and we’re incredibly grateful to everyone who came out to participate & support such a meaningful cause. Thank you again for making a difference! As South Central Wisconsin’s busiest food pantry, The River provides free groceries for pickup or delivery, to-go… Read more: 2026 Trivia Night for Charity - 2026 March Basketball Contest
Get in on the fun with our annual March Basketball Contest. All WDS clients are welcome, even your family members, as we put your basketball smarts to the test! - 2026 Cybersecurity Webinar
Our cybersecurity webinar featured Gabriel Ness of Vieth Consulting, LLC, who shared best practices, essential cybersecurity knowledge, and many helpful real-world tips. He provided valuable guidance on protecting personal and financial information, recognizing common threats, and navigating today’s digital world with greater confidence and peace of mind. The recording is… Read more: 2026 Cybersecurity Webinar - 2026 Market Outlook Webinar
Dillon Lull from American Funds hosted our Market Outlook Webinar, sharing insights on current market trends and investment strategies for the year ahead. As our first event of 2026, the session provided valuable takeaways to help attendees make confident financial decisions. The recording is now available! You can access both… Read more: 2026 Market Outlook Webinar - 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
