General Inquiry 800-658-9474
401(k) Employee Inquiry 800-716-3742
Jon Marquet is the retirement plan consultant at Trust Point Inc. He is also a certified exit planning advisor (CEPA®) and a lawyer (JD). He counsels clients and prospective clients concerning a variety of personal and business wealth management issues, including the personal wealth management opportunities related to selling a business and the variety of issues related to employer-based retirement plans. Jon advocates for Trust Point’s full suite of wealth management services, while also developing essential, sustainable relationships with business owners and other community members. Jon believes in the realistic and achievable opportunity that proper wealth management offers for simplifying and securing your wealth. He infuses his passion into his work.
Monday, September 28, 2026 | 11 am – 12 pm CST
Women are often caring for aging parents, children and family, simultaneously. But, caring for the people you love shouldn’t mean putting your own financial future on hold! Sign up for our first HerPoint webinar to learn financial steps to help you balance the needs of caring for your parents, your children and yourself.
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