Presenting: Trust Point
\nTrust Point has built its name and reputation on trust. For over a century\, the organization has operated as a fiduciary\, dedicated to meeting the needs\, wishes\, and goals of its clients. Trust Point&rsquo\;s success is intrinsically tied to the success of those it serves\, upholding the highest ethical and industry standards. By simplifying financial complexities\, Trust Point provides peace of mind\, enabling clients and their families to focus on what matters most.
Meet your speaker: Jon Marquet \;
\nJon Marquet is a lawyer (JD)\, certified exit planning advisor (CEPA®\;)\, and the retirement plan consultant at Trust Point Inc. He counsels clients and prospective clients concerning a variety of personal and business wealth management issues\, including issues related to employer-based retirement plans and business transition and exit planning. Jon works with clients across Trust Point&rsquo\;s full suite of wealth management services and also works to develop relationships with business owners and other business community members. Jon believes in the realistic and achievable opportunity that proper wealth management and business planning offer for achieving long-term financial success and infuses his passion into his work.
\n
\nThe Sunrise Edina Business Breakfast is a networking event created to bring small- to medium-sized businesses in the Edina community together for an opportunity to learn more about our local businesses\, gain knowledge through education\, and share business challenges and opportunities. Be sure to bring your 60 second "\;creative"\; commercial detailing your business\, upcoming special event\, or a product offering you have. And don'\;t forget to bring plenty of business cards for networking!