This link will open up a new window and load the following page from an external website:
By clicking Continue you will be redirected from PCM Credit Union’s website to an externally-hosted website that is not controlled or affiliated with the credit union. PCM Credit Union is not responsible for the content or availability of linked third-party websites. Please be aware that the internal privacy and/or security controls of linked third-party websites may differ from those practiced by PCM Credit Union. Please be further advised that in the event a transaction takes place between you and the third-party host of the linked website, that PCM Credit Union does not represent the interests of either party in any such transaction.
If you are age 55-65 this session is especially for you!
Don’t miss this FREE Member Education Opportunity
Your Retirement Needs a Tax Strategy!
Meet our Tax Prep/Planning Partner since 2017….
Senior Tax Advisor and Owner, Courts Financial Strategies
Securities offered through Securities America, Inc., Member FINRA/SIPC. Fee-based advisory service offered through Securities America Advisors, Inc. An SEC registered investment advisor. Courts Financial Strategies and Securities America are separate entities. Not NCUA Insured, No Bank Guarantees, May Lose Value.
Thursday, October 7th, 2021
Session 1 – 1:30pm-2:30pm
Session 2 – 5:30pm-6:30pm
(Space is limited-masks are optional)
Enjoy refreshments and cookies!
PCMCU’s Green Bay Training Room 601 Willard Drive
(Watch for future sessions in Marinette)
PCM Credit Union chooses our partners wisely to add value to you. With Kenneth Courts we get the 2-in-1 knowledge that is very unique in the industry when considering how our investments may connect with tax implications.
Don’t miss this FREE opportunity to learn how to work smarter to pay the least amount of taxes.
Much has happened in the past few years with unforeseen challenges and changes, and this includes taxes on income and retirement. Should my retirement plan include a tax strategy? The answer is yes! NOW is the time to consider tax reduction strategies, not tax-time 2022. Be our guest at this valuable workshop for members.