Events

Financial Planning Events in La Crosse, WI

Stay informed about our latest events! Sign up for our newsletter to stay up-to-date with upcoming events, financial insights, and more. Keep browsing below to learn about and sign up for upcoming webinars.

2025 Webinars

January 14, 2025 – New Year, New Limits: Optimize Your Finances for 2025

April 24, 2025 – Navigating Your 401(k) Rollover Options

May 22, 2025 – Retirement Readiness: Review, Plan and Optimize (Register Today!)

August 26, 2025 – Financial Questions You’re Afraid to Ask

October 14, 2025 – Retirement Readiness (In-Person Event – Time TBD)

December 2, 2025 – Rollover Planning

*All Webinars will take place at noon. Visit our video page to watch a previous webinar recording.

Watch the Latest Webinar On Demand

Navigating 401(k) Rollovers

Do you have a 401(k) or IRA account with a previous employer that you are wondering what to do with? In this webinar, Brett Sebion, Financial Coach, provided insights on the following:

  • Brief Market Overview
  • Eye-Opening Forgotten 401(k) Account Statistics
  • Rollover Options

Past Events

Rollover Days

We don’t want you to lose your hard-earned 401(k) funds! During Rollover Days, the Emerj360 team dedicated several days to meeting with individuals to discuss rollover options and ensure they’re making the most of their 401(k) funds.

Coffee with Heather Jordan, a CFP® Professional

Have you had financial questions you’ve been waiting to ask? Heather Jordan provided the opportunity for individuals to join her at a local coffee shop for insights and answers to their financial questions during her coffee social event.

Retirement Readiness Seminars

The Emerj360 team shares valuable insights on retirement planning at their Retirement Readiness Seminars. Stay tuned for more retirement readiness events!

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Community Involvement

See What We’ve Been Up to in the Community

From hosting educational events to supporting local initiatives, we value every opportunity to connect and give back. Trust Point and Emerj360 are proud sponsors of local causes and events that make a difference in our communities.

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