Videos | Trust Point | La Crosse, Eau Claire, Minneapolis

Videos

Tune in for our latest webinar or other videos on wealth-related topics to help you financially succeed.
Market Point Q1 2025: Extended Insights
What Does It Mean to Be a Fiduciary?
Market Point Q4 2024
Market Point Q3 2024
Financial Planning for Success: Smart Planning & Investing for a Secure Future
Implementing a Robust Governance Framework
Market Point Q2 2024
May 29, 2024 Market Update Recording
Market Point Q1 2024

Which Trust is Best for You?
Annuities vs. Mutual Funds
What is a Fiduciary?
Family Office Services | Our Collaborative Approach

Invest in a Partner You Can Depend On

Retirement Plan and 401(k) Services | How We Partner with Business Owners

Be SECURE with Your Retirement Plan: Breaking down the Secure 2.0 Act
How Trust Point Works with
Non-Profits
The Culture at Trust Point | Celebrating 110 Years
Inside Trust Point’s Culture

Retirement Readiness
Understanding 401(k) fees
Your Complete 401(k) solution
3 Estate Planning Documents you can’t live (or die) without
Estate Planning Webinar Part 1: Basics of Estate Planning Webinar
Estate Planning Webinar Part 2: Trusts and Complex Estate Planning Webinar
What’s Right for Me? Active or Passive Investing?
Financial Wellness
Trust Point Retirement Plan – Profiles
Trust Point Retirement Plan – Target Date
I’m Interested in Your Services Question about my 401(k)