As a retirement Plan Specialist, Ashley serves as a point of contact for plan sponsors, partnering with them to address questions, provide ongoing support, and help navigate their retirement plan needs. She strives to be someone clients can count on for guidance, answers, and solutions when questions or challenges arise. Her goal is to take complex information and find a way to make it approachable, looking for ways to improve processes for the Trust Point team and ultimately provide the best experience for clients.
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.
Can’t attend live? Register to receive the replay.
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