Upcoming Event Calendar

Join us at one of our upcoming retirement workshops taking place throughout Wisconsin! Each session will be followed by a complimentary dinner. During each event, we’ll cover:

  • Actions to take to prepare for retirement

  • How to roll over your 401k, 403b, 457, or retirement plan

  • Review of how retirement plans can be invested, distributed, and passed on

  • And more!

February 21 - 5:30pm – Brookfield Conference Center, Brookfield

  • Call to reserve your spot: 866-419-4470

February 27 - 5:30pm – Trattoria di Carlo, Oak Creek

  • Call to reserve your spot: 866-419-4470

February 29 - 5:30pm - Brookfield Conference Center, Brookfield

  • Call to reserve your spot: 866-419-4470

March 5 - 5:30pm - Trattoria di Carlo, Oak Creek

  • Call to reserve your spot: 866-419-4470

March 7 - 5:30pm – Pine Tree Supper Club, Tomahawk

  • Call to reserve your spot: 715-453-5358

March 12 - 5:30pm – CT’s Deli, Rhinelander

  • Call to reserve your spot: 715-369-2200

March 13 - 5:30pm – Pine Tree Supper Club, Tomahawk

  • Call to reserve your spot: 715-453-5358

March 14 - 5:30pm – Sawmill Brewing Company, Merrill

  • Call to reserve your spot: 715-536-8351

March 19 - 5:30pm – Sawmill Brewing Company, Merrill

  • Call to reserve your spot: 715-536-8351

April 10 - 5:30pm – Norwood Pines, Minocqua

  • Call to reserve your spot: 715-356-9571

April 11 - 5:30pm – Norwood Pines, Minocqua

  • Call to reserve your spot: 715-356-9571

Spring Event Calendar: Financial Freedom - Saving and Investing Made Easy

Join us at one of our upcoming retirement workshops. Each session, which will be followed by either a complimentary dinner, will cover:

  • Actions to take to prepare for retirement

  • How to roll over your 401k, 403b, 457, or retirement plan

  • Review of how retirement plans can be invested, distributed, and passed on

  • And more!

May 16 - 5:30pm - Sandra’s On the Park, Hales Corners

  • Call to reserve your spot: 866-419-4470

May 18 - 5:30pm - Sandra’s On the Park, Hales Corners

  • Call to reserve your spot: 866-419-4470

May 18 - 5:30pm - SwitchGear Brewing Company, Elkart Lake

  • Call to reserve your spot: 920-693-8256

June 7 2 - 5:30pm - BS Bar & Catering, Medford

  • Call to reserve your spot: 715-748-2447

June 8 - 5:30pm - Sawmill Brewing Company, Merrill

  • Call to reserve your spot: 715-536-8351

Are you protected in Retirement?

You and a guest are cordially invited to attend one of the following complimentary dinner workshops hosted and presented by Dale W. Elam and Kurt Powers of FMS Financial Services, Inc.

Learn How to Plan for Retirement And How to Plan During Retirement:

  • Learn How to Roll Over Your 401k, 403b, 457, or Retirement Plan

  • Discover Savings and Investment Options for the Current Economic Environment

  • Review of How Retirement Plans can be Invested, Distributed, and Passed On

  • Learn How to Potentially Earn a Portion of Market Linked Gains Without Risk

  • Discuss the Difference Between Accumulation, Protection, and Distribution During Retirement

Dates:

Tuesday, March 21th, 2023 at 5:30pm

OR

Thursday, March 23rd, 2023 at 5:30pm

Location:

Meyer’s Restaurant

4620 S. 7th Street

Greenfield, WI 53220

Seating is limited, so call today to RSVP: 866-419-4470

Upcoming Events: Financial Freedom - Saving and Investing Made Easy

Join us at one of our upcoming retirement workshops. Each session, which will be followed by either a complimentary lunch or dinner, will cover:

  • Actions to take to prepare for retirement

  • How to roll over your 401k, 403b, 457, or retirement plan

  • Review of how retirement plans can be invested, distributed, and passed on

  • And more!

February 15 - 5:30pm - Knockouts Tap, Howard’s Grove

  • Call to reserve your spot: 920-693-8256

February 16 - 5:30pm - Chissy's Pub and Grill, Waldo

  • Call to reserve your spot: 920-528-8385

March 1 - 5:30pm - CT’s Deli, Rhinelander

  • Call to reserve your spot: 715-369-2200

March 2 - 5:30pm - Pine Tree Supper Club, Tomahawk

  • Call to reserve your spot: 715-453-5358

March 8 - 5:30pm - Pine Tree Supper Club, Tomahawk

  • Call to reserve your spot: 715-453-5358

Upcoming Events: Learn How to Plan for Retirement and How to Plan During Retirement

FMS Financial Services is hosting several informational retirement sessions in November. Each session, which will be followed by either a complimentary lunch or dinner, will cover:

  • Actions to take to prepare for retirement

  • How to roll over your 401k, 403b, 457, or retirement plan

  • Review of how retirement plans can be invested, distributed, and passed on

  • And more!

Milwaukee - call 866-419-4470 to reserve your spot

November 9 - 11:30am - The Packing House Restaurant

November 10 - 5:30pm - The Packing House Restaurant

Waldo - call 920-528-8385 to reserve your spot

November 10 - 5:30pm - Chissy’s Pub & Grill

November 16 - 5:30pm - Chissy’s Pub & Grill

Are you protected in Retirement?

You and a guest are cordially invited to attend one of the following complimentary dinner workshops hosted and presented by Dale W. Elam and Kurt Powers of FMS Financial Services, Inc.

Learn How to Plan for Retirement And How to Plan During Retirement:

  • Learn How to Roll Over Your 401k, 403b, 457, or Retirement Plan

  • Discover Savings and Investment Options for the Current Economic Environment

  • Review of How Retirement Plans can be Invested, Distributed, and Passed On

  • Learn How to Potentially Earn a Portion of Market Linked Gains Without Risk

  • Discuss the Difference Between Accumulation, Protection, and Distribution During Retirement

Dates:

Thursday, March 10th, 2022 at 5:30pm

OR

Tuesday, March 15th, 2022 at 5:30pm

Location:

Meyer’s Restaurant

4620 S. 7th Street

Greenfield, WI 53220

Seating is limited, so call today to RSVP: 866-419-4470

BrokerCheck

Securities offered through Packerland Brokerage Services, Inc., an unaffiliated entity

Member FINRA & SIPC

Non-Bank \ Credit Union products and securities are not insured by the FDIC\NCUA or any other federal government agency, and are not a deposit of, obligation of, or guaranteed by FMS Financial Services, Inc.. Investments are subject to investment risk, including possible loss of principal amount invested.