Trust Point Inc.

Our leadership team is dedicated to fostering a workplace culture that employees enjoy being a part of, with competitive benefits and unique perks like an on-site workout room in La Crosse, a book club, and opportunities to get involved in the community! It's an honor to hear comments from our team on the reasons why they enjoy working here. #Companyculture

🎥 Join us for an informative and concise webinar where our investment experts will provide a recap of the past year and insights as we move through the rest of 2024. We'll discuss the following and more: • Is recession risk off the table? • Are AI stocks the only game in town? • Rapid-fire outlook on inflation, rates and monetary policy • Where are the attractively priced assets out there? Register now: https://loom.ly/LQgt6LQ

For current college students, it may be too late to avoid learning about debt the hard way. But, its not too late to teach children or grandchildren! Save them, and yourself, some heartache by teaching them the basics of smart money management.

How are fiduciaries compensated? This is a key question you will want to ask when seeking financial advisor services. Watch to learn more about what to look for to avoid fee red flags.

With all the options out there, it can be hard to determine which trust is best for you. Trust Point is here to help. In this video, Jason Munz, CTFA and Julie Westbrock, JD, walk through the top four most common types of trusts, the uses of each type of trust, and the advantages and disadvantages of each. Watch Now: https://loom.ly/51Sreps

Trust Point strongly values education, and recognizes it couldn't be done without all the teachers committed to educating their students. As a small gesture to say thank you during Teacher Appreciation Week, we provided lunch to teachers at Emerson Elementary in La Crosse today. We hope it was a nice surprise to say thank you and remind them of the special role they play.📚 #TeacherAppreciationWeek

Only 25% of Americans have some kind of written financial plan – and the results can be costly. The cost of financial illiteracy among Americans was an estimated $436 billion in 2022. View the details on simple actions you can take today for positive financial results in the future: https://loom.ly/-38DO24

Wealth management can be a stressful part of any person's life. Take the stress out of managing your wealth with specialized expertise from financial professionals so you can focus less on finances and more on living your best life. Feel Secure About Your Financial Future: https://loom.ly/-FvLUVM

Looking for a 401(k) Plan solution to attract and retain quality staff? Our in-house team can help design and manage a comprehensive, turnkey 401(k) retirement plan benefiting you and your employees. This includes maintaining the highest level of fiduciary liability, acting as Discretionary Trustee, so you can rest easy. Learn more about our all-inclusive retirement plans: https://loom.ly/hPKqtZM

Honored to be a sponsor of this event!