Registration now closed

Retirement: Making Your Money Last

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: Making Your Money Last is designed to help clients and potential clients prepare to live the retirement they have envisioned. Attendees will learn investment strategies to help build a strategy to last throughout one's retirement years. In addition, you'll explore how to address key concerns such as inflation, health care expenses and market volatility as well as ways to prepare in advance for things that may not go as expected.

About Allison Kruse: Having the fortune to work in banking for 26 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!

Please review our Adult Events Attendance Policy.

Have feedback? We'd love to hear from you! Fill out our online feedback form here!

Upcoming events