FMS Financial Services

10/21/2026

Retirement brings important questions—and it can help to talk through your options.

Join FMS Financial Services for a complimentary retirement workshop at Pine Tree Supper Club in Tomahawk on Wednesday, October 28, at 5:30pm. Dinner will follow the presentation.

We’ll discuss retirement preparation, rollover options, investing, and ways to approach distribution planning in retirement.

Learn more and RSVP:
https://www.fmsfinancialservices.com/events/2026/7/21/retirement-workshop-pine-tree-supper-club-n492a

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.

Join FMS for a complimentary retirement workshop at Pine Tree Supper Club in Tomahawk, WI, on October 28 at 5:30 p.m. Reserve your seat.

10/15/2026

You’ve spent years saving for retirement. Have you thought about how you’ll put those savings to work when you get there?

Join Ryan Powers, Kurt Powers, Jason Bills and Sean Pauly of FMS Financial Services at Norwood Pines Supper Club for a complimentary retirement workshop and dinner. We’ll explore preparing for retirement, understanding rollover options, and planning how retirement savings can be invested, distributed, and passed on.

Wednesday, October 21, 2026
Norwood Pines Supper Club | Minocqua
Workshop begins at 5:30 p.m., with dinner to follow.

Bring a guest and take an evening to focus on what’s ahead.

View the event details and reserve your seats:
https://www.fmsfinancialservices.com/events/2026/retirement-workshop-norwood-pines-supper-club

New to our workshops? Here’s what to expect:
https://www.fmsfinancialservices.com/blog/2026/9/17/what-to-expect-at-an-fms-financial-services-seminar

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.

10/14/2026

A lot can change in a year. Is your financial plan keeping up?

In our latest article, Anthony Ruonavarra shares what to expect from your annual review at FMS Financial Services, from reviewing account performance and beneficiaries to discussing life changes, income needs, and goals for the year ahead.

It’s time set aside for you, your questions, and your next steps:
https://www.fmsfinancialservices.com/blog/2026/10/13/annual-review

Information Only
The information provided in this document is intended for informational purposes only and is not a solicitation to purchase or sell any security.

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

10/12/2026

Join FMS Financial Services at Harlow’s Supper Club in Bonduel on Thursday, October 15, at 5:30 p.m. for a complimentary retirement workshop with dinner to follow. Bring a guest, explore retirement planning topics, and get to know our team!

Details and registration:
https://www.fmsfinancialservices.com/events/2026/retirement-workshop-harlows-supper-club

New to our seminars? Here’s what to expect:
https://www.fmsfinancialservices.com/blog/2026/9/17/what-to-expect-at-an-fms-financial-services-seminar

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.

10/07/2026

10/06/2026

Join FMS Financial Services in Merrill for a complimentary workshop and dinner! We’ll discuss preparing for retirement, rollover options, and managing your savings throughout retirement.

📅 Tuesday, October 13, 2026
📍 Merrill Golf Club | 1604 O Day Street, Merrill
🕠 Workshop begins at 5:30 p.m., with dinner to follow.

Bring a guest and take time to explore your retirement questions.

Reserve your spot: https://www.fmsfinancialservices.com/event-rsvp

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.

Register for upcoming events at FMS Financial Services, Inc., to learn more about financial planning and investments.

09/30/2026

“How can I use what I have saved to create dependable income throughout retirement?”

Ryan Powers, Vice President of Sales / Financial Professional at FMS Financial Services, examines this common question from retirees and offers helpful strategies to consider in his latest post breaking down income planning and why it matters.

Check out the article and download our income planning worksheet: https://www.fmsfinancialservices.com/blog/2026/9/29/income-planning

Securities offered through Packerland Brokerage Services, Inc., an unaffiliated entity
Member FINRA & SIPC
Information Only
The information provided in this document is intended for informational purposes only and is not a solicitation to purchase or sell any security.

09/22/2026

Planning for retirement? Join us for a complimentary retirement workshop and dinner at Oliva’s at Gulliver’s Landing in Wausau!

📅 Thursday, October 1, 2026
🕠 5:30–7:30 p.m.
📍 Oliva’s at Gulliver’s Landing
🍽️ Dinner will follow the seminar

We’ll discuss preparing for retirement, managing workplace retirement plans, and strategies for accumulating, protecting, and distributing your savings.

Register today: https://www.fmsfinancialservices.com/events/2026/retirement-workshop-olivas-at-gullivers-landing

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

09/21/2026

Curious about attending one of our retirement seminars?

We discuss retirement planning in everyday language, including income needs, Social Security, investment risk and the different roles your savings may play. You’ll also have time to enjoy a meal, ask questions and meet our team.

Learn what to expect and explore upcoming seminars:
https://www.fmsfinancialservices.com/blog/2026/9/17/what-to-expect-at-an-fms-financial-services-seminar

Securities offered through Packerland Brokerage Services, Inc., an unaffiliated entity
Member FINRA & SIPC
Information Only
The information provided in this document is intended for informational purposes only and is not a solicitation to purchase or sell any security.

09/18/2026

Make your retirement plan work as hard as you have. Join us Wednesday, September 23, at 5:30 p.m. at the Brookfield Conference Center for a complimentary retirement workshop and dinner.

Dale Elam, Ryan Powers, and Kurt Powers will share helpful information about retirement planning, rollovers, and managing your savings throughout retirement. Guests are welcome!

RSVP: https://www.fmsfinancialservices.com/events/2026/retirement-workshop-brookfield-conference-center

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.