Retirement by Design

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

Some topic highlights would include: The Power of Three – time, money and returns, a look into the various styles of accounts and how taxes can effect your plan. 

Guest Speaker

Katie Kuehler – Financial Advisor, Edward Jones 

Kuehler is a financial advisor for Edward Jones, who is passionate about helping those that are underserved or marginalized by the financial community. Katie spends her time educating individuals and businesses on the importance of personal finance and simple ways to start the path for achieving personal and generational wealth. She believes that financial advice and education should be available to everyone. 

Prior to her time as a financial advisor, Katie spent 15 years in the travel industry as a self-employed contractor and a full time employee of Maritz Travel Company. Those years taught her how to budget on a fluctuating income and navigate through economic downturns. 

In her free time, Katie loves to travel, plays volleyball and softball, chases her two kids around and still annoys her wife that she met on the road as a travel director 17 years ago.