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)
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: … [Read more...]
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: … [Read more...]
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, C, and D, Medicare Enrollment Periods, When and How to Enroll in Medicare, Coverage Options, and More! Recap Version: Full Version: Resources: … [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...]
