Nearly 9 in 10 employers say financial wellness programs boost employee satisfaction. For business owners, helping employees feel confident about their financial futures can strengthen engagement, improve retention, and support long-term success.
At Trust Point, we believe financial wellness matters not only for employees, but for owners too. Balancing business growth, planning for retirement, and preparing for succession all require a thoughtful strategy.
Recently, our experts Jon Marquet, JD, CEPA®, Retirement Plan Consultant, and Allyson Krause, CRPP™, Managing Director of Retirement Plan Services, presented Plan, Invest & Exit: Financial Strategies for Every Stage. This session offers practical strategies for both business owners and employees.
What You’ll Learn
The full recording covers:
- Building a strong financial plan that evolves with your goals
- Budgeting and saving strategies for future security
- Retirement investing and 401(k) education for employees
- Business exit and succession planning to protect your legacy
Why It Matters
When employees have access to financial education, they feel more secure and engaged in their work. At the same time, owners who plan ahead are better positioned to grow, protect, and transition their businesses with confidence.
Partner With Us
Our credentialed team partners with associations, businesses, and community groups to provide financial education programs that make a lasting impact. If you are interested in bringing a presentation like Plan, Invest & Exit to your organization, contact us
to learn more.
