TrustPoint retirement plan and “money personality” presentation offered to all staff
Paige Altmann, a Financial Coach from TrustPoint, is offering an educational session to all staff on Wednesday, April 22 at 12:00. This will be offered virtually via Zoom to allow for all staff to attend from any location.
| Meeting URL: | https://trustpointinc.zoom.us/j/96912182129?pwd=fgzUxF0Eg4DmUM5Au6gjDtjO0gKUYx.1 | ||
| Meeting ID: | 969 1218 2129 | ||
| Passcode: | 834874 |
The John Burgess Conference Room is reserved for any staff in La Crosse who would like to attend with a group. However, there will be interactive polls throughout the presentation so if you are hoping to actively participate, it’s best to do so from your own computer.
The presentation starts off with the essentials of retirement planning and then goes into the “Money Personality” portion where the presentation will become more interactive and personalized with a handful of poll questions throughout.
This is a great opportunity for those who currently invest with TrustPoint via a 401(k) or Roth and would like to freshen up their knowledge, those who are eligible to invest or will become eligible to invest in the upcoming months but have been on the fence, and any other employee who wants to receive better financial education in relation to budgeting, saving, setting financial goals, and investing.