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Retirement Workshop - Merrill Golf Club - Merrill

  • Merrill Golf Club Address: 1604 O Day Street Merrill, WI, 54452 United States (map)

You and a guest are cordially invited to attend the following complimentary dinner Workshop hosted and presented by FMS Financial Services. In this workshop you will learn:

  • Actions to Take to Prepare for Retirement

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

  • Discover Savings and Investment Options for the Current Economic Environment

  • Review 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

5:30pm Seminar with dinner to follow

RSVP Here

*Securities offered through Packerland Brokerage Services, Inc., an unaffiliated entity. Member FINRA & SIPC. Nonbank / 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 Park City Credit Union or Park City Investments located at Park City Credit Union. Investments are subject to investment risk, including possible loss of principal amount invested

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October 1

Retirement Workshop - Oliva's at Gulliver's Landing - Wausau

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October 15

Retirement Workshop - Harlow's Supper Club - Bonduel