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Financial Wellness Learning Series

Come learn with Park City Investments!

Join the Park City Investment Center for one of their exciting seminars on retirement and investing. Register for your preferred event(s) below. After registration, you will receive an email confirmation containing information about joining the seminar. 

Learn How to Plan for Retirement and How to Plan During Retirement

Join our presentation to learn about: 

  • Actions to take to prepare for retirement
  • How to roll over your 401k, 403b, 457, or Retirement Plan
  • Savings and investment options for the current economic environment
  • How retirement plans can be invested, distributed, and passed on
  • How to potentially earn a portion of market gains without risk
  • The difference between accumulation, protection, and distribution during retirement

Upcoming Financial Wellness Seminars:

Tuesday, May 7th

5:30 PM | Complimentary dinner to follow
Merrill Golf Club
1604 O’Day Street, Merrill

Thursday, May 9th

5:30 PM | Complimentary dinner to follow
Pine Tree Supper Club
115 W. Wisconsin Ave., Tomahawk

Wednesday, May 15th

5:30 PM | Complimentary dinner to follow
Merrill Golf Club
1604 O’Day Street, Merrill

Thursday, May 16th

5:30 PM | Complimentary dinner to follow
Pine Tree Supper Club
115 W. Wisconsin Ave., Tomahawk

Wednesday, June 12th

11:15 AM | Complimentary lunch to follow
The Waters of Minocqua
8116 US Route 51, Minocqua

Wednesday, June 12th

5:30 PM | Complimentary dinner to follow
The Waters of Minocqua
8116 US Route 51, Minocqua

Register Today!

Investment Center Seminars - Registration

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Securities offered through Packerland Brokerage Services, Inc., an unaffiliated entity. Member FINRA & SIPC.

Regulated by FINRA

This communication is intended for individuals residing in the state of Wisconsin. The contents of this website do not constitute a solicitation to purchase or sell securities in other states. No offers may be made or accepted from any resident outside the specific states referenced.

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

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