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  • HerPoint Webinar

    Virtual Event

    You don't have to choose between caring for the people you love and caring for yourself. Good planning helps you do both. This webinar covers financial steps to help you […]

  • 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 […]

  • 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. […]

  • Minneapolis DST Educational Breakfast

    Golden Valley Country Club 7001 Golden Valley Rd, Golden Valley, MN

    Exclusive educational session on tax-efficient real estate exit strategies, designed specifically for our partner network. This session will highlight how DSTs (Delaware Statutory Trusts) and other structures can help your […]

  • La Crosse DST Educational Session

    The La Crosse Club 250 Front St S, La Crosse, WI

    Exclusive educational session on tax-efficient real estate exit strategies, designed specifically for our partner network. This session will highlight how DSTs (Delaware Statutory Trusts) and other structures can help your […]