Retirement Planning

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  • Emerj360 In-Person Retirement Readiness Education Session

    Trust Point Financial Futures Center | Judy Corbett Hutchens Workforce Center, Boys & Girls Clubs of Greater La Crosse 1331 Clinton St, La Crosse, WI

    Brett Sebion, Financial Coach; Paige Altmann, WMS™, Financial Coach; and Brenna Johnson, CFP® from the Emerj360 and Trust Point teams will share insights on what to consider so you can plan for a comfortable retirement. Our experts will discuss the following and more: • Reviewing Current Financial Health • Planning for Future Needs • Maximizing […]

  • Winona Educational Dinner

    Signatures Restaurant 22852 Co Hwy 17, Winona, MN 55987, United States

    Join us for an educational evening exploring retirement, trusts and estate planning with Kelly Ellinghuysen, WMS™ and Duke Cunninghman, CFP® from Trust Point and Jennifer Shabel of Wagner Oehler, Ltd. Enjoy a social hour, complimentary dinner and a presentation designed to provide helpful insights for planning for your future. Event Schedule 5:00–6:00 pm — Social […]