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Retirement by Design

Presented by Allison Kruse, Edward Jones Financial Advisor

Registration requested.

All events are tentatively scheduled and may change. Please see the CMCL Events Calendar on our website, follow us on social media, and subscribe to our weekly eNewsletter for any and all updates.

Retirement by Design illustrates how you can help translate one's vision for retirement into tangible goals. Whether someone is 10 or 40 years from retirement, attendees will learn investment strategies to help design the retirement they want. You'll also discuss how you can add flexibility to their strategy to help them handle unexpected events and how you can keep their strategy on track.

About Allison Kruse: Having the fortune to work in banking for over 25 years, the pandemic emphasized the need to re-evaluate my priorities. My banking career was very rewarding; however, after working remotely for 15 months, I realized that my 3-hour commute took me away from the important things to me: family, friends and community.

I made a slight turn in my career to being a financial advisor. As a banker, my favorite part of the job was training. It provided me the opportunity to create a plan and work with others, showing them a better way to do their job or learning something new to make their daily tasks more efficient. This translates easily to being a financial advisor where my primary goal is to help investors develop and build an investment strategy geared toward their unique, long-term goals.

My career as a financial advisor provides me the balance of a rewarding career along with the ability to create a fulfilling lifestyle. Now, I can enjoy spending time with close friends and family, going to the beach and visiting local restaurants and wineries!

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