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 the younger generation to plan for their future. The event is aimed at individuals aged 16 and above who are starting to think about their financial future. If you know anyone who might benefit … [Read more...]
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 her Ph.D. in Animal Sciences and Nutrition. Dr. Leone's primary research objective is to identify new microbiome-based techniques that can enhance the metabolic health of both … [Read more...]
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. … [Read more...]
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 the following topics: … [Read more...]
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 Trusts. By watching this presentation, you can get a better understanding of these tools and decide which one is the best fit for you. This event has passed, but you … [Read more...]
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 of Vice President at T. Rowe Price Group, Inc., and T. Rowe Price Associates, Inc. During his tenure at the company, he has worked with various teams such as municipal bonds, emerging market debt, and international … [Read more...]