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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. 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

TUESDAY, APRIL 11, 2023

5:30 PM ; Complimentary dinner to follow

Minocqua in-person event

Norwood Pines Supper Club
10171 WI-70, Minocqua

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

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

WEDNESDAY, APRIL 12, 2023

5:30 PM ; Complimentary dinner to follow

Minocqua in-person event

Norwood Pines Supper Club
10171 WI-70, Minocqua

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

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

THURSDAY, APRIL 13, 2023

5:30 PM ; Complimentary dinner to follow

Merrill in-person event

Sawmill Brewing Company
1110 E 10th St, Merrill

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

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

WEDNESDAY, MAY 3, 2023

5:30 PM ; Complimentary dinner to follow

Rhinelander in-person event

CT’s Deli
17 N Brown St, Rhinelander

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

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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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