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The Magazine for Smart Investing and Better Living

This publication is dedicated to our clients, our friends, individuals interested in finance, or anyone who would like to learn more about us! This edition is a 2-in-1 magazine – the first part provides articles and insights featuring Trust Point, while the second portion is centered on our Emerj360 division!

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The Latest Wealth Management
& Trust Point News

Trust Point professionals presenting at EC Chamber Work Summit

Trust Point To Share Expertise at Eau Claire Chamber Workforce Solutions Summit

The Eau Claire Chamber of Commerce will host their annual Workforce Solutions Summit at the Pablo Center at the Confluence in Eau...

Allyson Krause, Managing Director of the Trust Point Retirement Plan Services Team

Trust Point Named Top Financial Retirement Services Provider

Trust Point is honored to be awarded the ‘Top Financial Retirement Services Provider 2023’ by Financial Services Review. This award is given...

Trust Point Retirement Plan Services Team

Trends in Corporate Retirement Plan Offerings

In this piece, we take a look at the past, present and likely future state of the retirement savings vehicles offered by...

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