Filtering by: “Seminar”
Retirement Workshop - Hooligans' Hideout - Howards Grove
Sep
22

Retirement Workshop - Hooligans' Hideout - Howards Grove

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 products and securities are not insured by the FDIC or any other federal government agency, and are not a deposit of, obligation of, or guaranteed by Cleveland State Bank or FMS Financial Services, Inc. located at Cleveland State Bank. Investments are subject to investment risk, including possible loss of principal amount invested.

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Retirement Workshop - Brookfield Conference Center - Brookfield
Sep
23

Retirement Workshop - Brookfield Conference Center - Brookfield

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

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Retirement Workshop - Oliva's at Gulliver's Landing - Wausau
Oct
1

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

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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Retirement Workshop - Merrill Golf Club - Merrill
Oct
13

Retirement Workshop - Merrill Golf Club - Merrill

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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Retirement Workshop - Harlow's Supper Club - Bonduel
Oct
15

Retirement Workshop - Harlow's Supper Club - Bonduel

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

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Retirement Workshop - Norwood Pines Supper Club - Minocqua
Oct
21

Retirement Workshop - Norwood Pines Supper Club - Minocqua

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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Retirement Workshop - Pine Tree Supper Club - Tomahawk
Oct
28

Retirement Workshop - Pine Tree Supper Club - Tomahawk

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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Retirement Workshop - Chissy's Pub - Waldo
Nov
5

Retirement Workshop - Chissy's Pub - Waldo

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

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Retirement Workshop - Char Grillhouse - Wausau
Nov
12

Retirement Workshop - Char Grillhouse - Wausau

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. Gus Frederickson is not associated with Packerland Brokerage Services. 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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Retirement Workshop - Chissy's Pub - Waldo
Sep
3

Retirement Workshop - Chissy's Pub - Waldo

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 products and securities are not insured by the FDIC or any other ferderal government agency, and are not a deposit of, obligation of, or guaranteed by Waldo State Bank or FMS Financial Services, Inc. Investments are subject to investment risk, including possible loss of principal amount invested.

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Retirement Workshop - The Tire Station - Medford
Sep
1

Retirement Workshop - The Tire Station - Medford

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 Taylor Credit Union or Taylor Investments located at Taylor Credit Union. Investments are subject to investment risk, including possible loss of principal amount invested.

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Retirement Workshop - Alioto's - Wauwatosa
Aug
27

Retirement Workshop - Alioto's - Wauwatosa

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

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Retirement Workshop - Northern Waters Distillery - Minocqua
Aug
26

Retirement Workshop - Northern Waters Distillery - Minocqua

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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Retirement Workshop - Sawmill Brewing Company - Merrill
Aug
25

Retirement Workshop - Sawmill Brewing Company - Merrill

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

View Event →
Retirement Workshop - Harlow's Supper Club - Bonduel
Aug
20

Retirement Workshop - Harlow's Supper Club - Bonduel

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 unaffliated entity. Member FINRA & SIPC. Nonbank products and securities are not insured by the FDIC or any other federal government agency, and are not a deposit of, obligation of, or guaranteed by Bonduel State Bank or FMS Financial Services, Inc. located at Bonduel State Bank. Investments are subject to investment risk, including possible loss of principal amount invested

View Event →
Retirement Workshop - Char Grillhouse
Aug
19

Retirement Workshop - Char Grillhouse

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. Gus Frederickson is not associated with Packerland Brokerage Services. 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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Retirement Workshop - Pine Tree Supper Club
Aug
12

Retirement Workshop - Pine Tree Supper Club

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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Retirement Workshop - Highland Lodge
Aug
11

Retirement Workshop - Highland Lodge

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 or call 920.693.8256

Securities offered through Packerland Brokerage Services, Inc., an unaffiliated entity. Member FINRA & SIPC. Nonbank products and securities are not insured by the FDIC or any other federal government agency, and are not a deposit of, obligation of, or guaranteed by Cleveland State Bank or FMS Financial Services. Investments are subject to investment risk, including possible loss of principal amount invested.

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Retirement Workshop - Jack's Cantina
Jul
29

Retirement Workshop - Jack's Cantina

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

View Event →