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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, October 17th

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

Thursday, October 19th

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

Wednesday, October 18th

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

Wednesday, October 25th

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

Reserve Your Spot

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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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