Fall 2024 Events Schedule
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!
September 11 - 5:30pm - Jack’s Cantina, Abbotsford
September 12 - 5:30pm - Sawmill Brewing Company, Merrill
September 17 - 5:30pm - Sawmill Brewing Company, Merrill
September 18 - 5:30pm - Pinetree Supper Club, Tomahawk
September 19 - 5:30pm - Pinetree Supper Club, Tomahawk
September 25 - 5:3opm - CT’s Deli, Rhinelander
October 2 - 5:3opm - Norwood Pines Supper Club, Minocqua
October 15 - 5:30pm - Marilyn’s, Taylor
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
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
Meet the Team - Dale Elam, Financial Advisor - Milwaukee Office
Meet Dale Elam, Financial Advisor - MIlwaukee Office
Dale has over 24 years of experience in the banking and financial service industry and is a 23 year resident of West Allis. He has been nationally recognized for his investment and insurance sales and service by American Equity, American Express Allianz, F & G and Dressander BHC. Dale earned Bachelors Degree in Finance from the University of Illinois-Chicago and has worked for LaSalle National Bank, Maritime Savings Bank, and has been a Financial Advisor with FMS Financial Services, Inc. and its affiliates for 22 years.
Dale is licensed to offer a wide range of financial and investment products and is a financial advisor with Packerland Brokerage Services, Inc. His fixed offerings and back office support is provided by FMS, which has several locations in Wisconsin and a home office in St. Charles, Illinois.
Dale is very proud of the relationships he has developed with clients in helping them achieve their financial goals with a conservative approach. He is known for his availability for meeting with his clients multiple times during a year to make sure that their plan stays on course and is in proper balance. Dale is a 401k and IRA rollover specialist working with safe income and RMD planning.
Dale and his wife Sarah have three children and he is active in the community, in his church, and in coaching youth athletics.
Covid-19 Update: A Message from President and CEO Kurt Powers
Covid-19 Update: A Message from President and CEO Kurt Powers
Meet the Team - Brent Browning, Sales Manager / VP of Bank Marketing
Meet Brent Browning, Sales Manager / VP of Bank Marketing
Brent graduated from Eastern Illinois University in 1977 with a BSB in accountancy and went to work for a regional accounting firm in Southern Illinois. After 4 years he started an insurance and investment career with Country Companies where he was a career agent. After 17 years with Country Companies Brent became Sales Manager for the insurance and investment department of Banterra Bank, a $750 million dollar financial institution with 19 branches. In 1999, Brent moved to Batavia, IL with his wife Donna and his three sons Ryan, Mark and Alex. Brent became a Program Manager with IFS, Inc and remained in that capacity until December 2002 when he was promoted to Vice President Sales and has been a mainstay of Kurt Powers staff for the past 10 years. Brent's current title with FMS Financial is Vice President of Sales and he is an ownership partner. Brent maintains an office and residence in Sheboygan, WI. During Brent's career with Country Companies and Banterra he lived in Eldorado, IL where he served on the Eldorado School Board for two terms, served as President of the Eldorado Police Pension for 19 years, served as the President of the Eldorado-Raleigh Park District for 14 years, rand the Eldorado Youth Association for 16 years, and was a high school basketball official for 15 years. Brent carries a LUTCF designation and is a Financial Advisor.
