FMS Financial Services

08/25/2026

Two opportunities next week to review your retirement options!

📍 Tuesday, September 1 at 5:30 p.m. at The Tire Station in Medford, WI

📍 Thursday, September 3 at 5:30 p.m. at Chissy’s Pub in Waldo, WI

Join FMS Financial Services for a complimentary retirement workshop, with dinner to follow. Guests are welcome!

Reserve your seat: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 Taylor Credit Union or Taylor Investments located at Taylor Credit Union. Investments are subject to investment risk, including possible loss of the principal amount invested.

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 Waldo State Bank or FMS Financial Services, Inc. Investments are subject to investment risk, including possible loss of the principal amount invested.

08/21/2026

08/18/2026

Next week there are plenty of opportunities to review your retirement planning options with FMS. Join us one of our complimentary Retirement Workshop near you:

📍 Sawmill Brewing Company in Merrill — August 25
📍 Northern Waters Distillery in Minocqua — August 26
📍 Alioto’s in Wauwatosa — August 27

Each workshop begins at 5:30 p.m., with dinner to follow. Reserve your spot today: 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.*

*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.*

08/12/2026

Ready to take the next step toward retirement? Join us Wednesday, August 19 at 5:30 p.m. at Char Grillhouse for a complimentary retirement workshop and dinner. Seating is limited—reserve your spot today!

https://www.fmsfinancialservices.com/events/2026/7/21/retirement-workshop-char-grillhouse

Securities offered through Packerland Brokerage Services, Inc., an unaffiliated entity. Member FINRA & SIPC. Gus Frederickson is not associated with Packerland Brokerage Services. 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.

You and a guest are cordially invited to attend the following complimentary dinner Workshop hosted and presented by FMS Financial Services. In this workshop you will learn: Actions to Take to Prepare for Retirement Learn How to Roll Over Your 401(k), 403(b), 457, or Retirement Plan Discov

08/04/2026

Thank you to everyone who stopped by, it was great seeing you!

07/29/2026

🚨 Retirement Planning Seminar 🚨
Join us for an informative seminar on effectively planning and navigating your retirement 💼💰! Hosted by FMS Financial Services at Highland Lodge in Cleveland, WI.

📆 August 11
🕒 Time: 5:30 PM with dinner to follow

Don't miss out! Space is limited, so call 920.693.8256 to RSVP! ✨📲



* Securities Offered Through Packerland Brokerage Services, Inc, an unaffiliated entity. Member FINRA/SIPC. Alternative products are not insured by the FDIC or any other federal government agency, and are not a deposit of, obligation of, or guaranteed by Cleveland State Bank. Investments are subject to investment risk, including possible loss of principal amount invested. Cleveland State Bank and Packerland Brokerage Services, Inc. are independently owned and operated.