WDS hosted our sixth annual Trivia Night for Charity benefiting DAIS, Domestic Abuse Intervention Services. DAIS offers an array of crisis intervention and community education/prevention programs, including a 24-hour Help Line, programming for children, legal advocacy, support groups, and emergency safety planning. DAIS is the only domestic violence shelter in all of Dane County. The event took place on Friday, April 28th at a new location, DoubleTree by Hilton Madison East, 4402 E. … [Read more...]
Koebele Wealth Solutions Merges with WDS
To all WDS and Koebele Wealth Solutions Clients – As of April 1st, 2023, we are excited to announce that Bob Koebele has entrusted Wealth Distribution Strategies, LLC (WDS) to serve his clients’ investment and financial planning needs as he transitions into retirement. At WDS we build a team around every client situation to help organize and optimize all aspects of wealth. As part of WDS, all clients have access to our many resources including, but not limited to, more … [Read more...]
February (Financial) – Medicare 101
WDS hosted a webinar with Ben Rothering, a Medicare Specialist with WDS Health. Throughout his career, his goal has always been to find the plan that best suits the specific needs of each client. Webinar Topics Understanding Medicare A, B, C, and D Enrollment Periods When and how to enroll in Medicare Coverage options Tips for being your own healthcare advocate Medicare 101 Recording … [Read more...]
January (Financial) – 2023 Financial Outlook
Andrew Opdyke, CFA(R), a Senior Economist with First Trust took a look back at the markets and economy in 2022 and discussed First Trust's outlook for 2023 covering topics such as inflation and employment. At First Trust, Andrew is responsible for analyzing economic indicators, writing economic commentaries, and producing articles on the First Trust Economics Blog. Andrew regularly presents economic commentary to financial professionals, CFA Societies, and Financial Planning Association (FPA) … [Read more...]
November Community Service Event
Wealth Distribution Strategies has charity as one of the five pillars of our mission statement. This year, we partnered with The Verona Senior Center and raked leaves at 14 houses for seniors in need. The team at WDS, Edgewood Hockey players, and our clients Bob Brunette and Bill & Linda Koepcke braved the fall weather with wet leaves and mushy walnuts. Thank you for helping us make this day a success; we couldn’t have done it without you. … [Read more...]
October Pumpkin Carving Contest
Congratulation to Our Winners … [Read more...]
Cybersecurity Awareness
Cybersecurity Awareness Ileana van der Linde, Executive Director, Cyber Advisory®, ChFC® from J.P. Morgan Asset & Wealth Management, discussed 10 key cyber safety Tips: Create separate email accounts for work, personal use, alert notifications and other interests Be cautious of clicking on links or attachments sent to you in emails or in text messages Use secure messaging tools when transmitting sensitive information via email or text message Create strong passwords and change … [Read more...]
August 2022 Client Event
Tax Planning Luke Wendt, our Tax Advisor, discussed: What a tax advisor does The tax changes in 2022 Taxes on Social Security and Medicare Roth Conversion Deductions If you could not attend, below is the link to the recording. WDS Tax Planning Event with Luke Wendt If you would like to set up a tax meeting with Luke, please get in touch with him at lwendt@wdstrategies.com or 608.848.2389 ext. 301 … [Read more...]
Sustainable Farming Benefits Recording
Thank you to all that attended our July Client Event. If you could not attend, below is the link to the recording. Sustainable Farming Benefits … [Read more...]
2022: Dane County Humane Society
Together we raised $38,163.00 to benefit Dane County Humane Society! Back Row (L to R): Matthew Smith, Tom Brien, Alan Winsand, Lukas Kolasch, Jeremy Argue, Shane Roth, Luke Wendt, Lucas Marty, Jacob Marty. Front Row (L to R) Jessica Koch, Jeffrey Lamb, Becky Weyer, Kay Freitag In 2021, we had to make the difficult decision to delay our Trivia Night for Charity event again! Our first BINGO event was so much fun that we decided to host another event on October 8, which raised … [Read more...]
March Basketball Trivia Contest Winners
Congratulations to our contest winners! Individual Winners First Place Carl Ramquist 2 tickets to a 22-23 Badger Men's Basketball Game Second Place Dan Collman $50 Gift Card to Famous Dave's Restaurant Third Place Emily Comstock $25 Gift Card to Colectivo Coffee Team Winners First Place Riggs 4 tickets to a 22-23 Badger Men's Basketball Game Second Place Boerke Family $100 Gift Card to Famous Dave's Restaurant Third Place **No Entry... this could have been you*** $50 Gift … [Read more...]
2021: Dane County Humane Society
Join us for our 4th Annual Charity Event! We are excited to host our second virtual BINGO even that will benefit Dane County Humane Society!The event will take place Friday, October 8th beginning at 6:30 p.m. We will play four rounds of BINGO (giving each player roughly a 1-in-5 chance to win)! BINGO cards are available for purchase at our temporary Wealth Distribution Strategies office. If you need your BINGO cards mailed to you, please contact us by Thursday, September 30th with your request. … [Read more...]
2020: Second Harvest Foodbank of Southern Wisconsin
Third Annual Charity Event was an absolute success! From left to right: Alan Winsand, Desiree Alexander, Lucas Marty, Ashley Seffens, Jeremy Argue, Jeffrey Lamb, Kelly Nelson, Tom Brien. Together we were able to raise $37,043.00 to benefit Second Harvest Foodbank of Southern Wisconsin! The year 2020 has arguably been one of the most unpredictable and challenging years for many of us. When the COVID-19 pandemic cases continued to rise to unsafe mass gathering conditions, WDS knew we were … [Read more...]
COVID-19 Update
In an effort to take additional precautions towards social distancing and to comply with Governor Evers “Safer at Home” initiative, we have locked our office doors effective immediately. If you need to drop something off, please call (608)848-2389 first. After receiving confirmation from us, you may then leave the items in the drop box that we now have outside of our office doors and we will immediately retrieve the items after you leave. If you need to pick something up, please stay in your car … [Read more...]
IMPORTANT UPDATE: COVID-19
Due to the COVID-19 pandemic, and in order to provide the healthiest environment for our clients, staff and community, we have decided to no longer hold in office appointments until further notice. If you have an upcoming meeting with an advisor in our office, you will be contacted with the option of doing a phone meeting or virtual meeting through Zoom. In addition, we have had to cancel and reschedule some of our education events, retirement classes and our Charity event. The Global Market … [Read more...]
2019: Ronald McDonald House Charities of Madison
Second Annual Charity event was another great success! From left to right: Kelly Nelson, Al Winsand, Kevin Huddleston (RMHC), Jeffrey Lamb, Desiree Marty, Lucas Marty, Ashley Seffens, Tom Brien. As we counted the final results from client donations over the past few weeks, we couldn’t feel any more fortunate to work with each of our clients. Your generous donations ensured our event results to be a great success raising $5,000 more than last year’s event! Together, we raised $26,407.00 … [Read more...]
2018: American Family Children’s Hospital
First Annual Charity event to benefit the American Family Children's Hospital was a Success! Left to right: Desiree Marty, Lori Schultz, Al Winsand, and Jeffrey Lamb. We all have anticipated the Trivia Night since the beginning of the year and are very pleased to inform you the event was an overall success! Together, we raised $20,814.00 to benefit the American Family Children’s Hospital (AFCH)! By the end of the night, we gave out over 75 prizes with a combined value of over $5,500! Our … [Read more...]
