2025-2026 Lunch 'n Learn Series
Plan, Invest, and Exit: Financial Ideas for Every Stage of Your Practice & Life 

Jon Marquet, JD, CEPA, Retirement Plan Consultant, Trust Point, Inc.
Allyson Krause, CRPP, Managing Director for Retirement Plan Services, Trust Point, Inc.

Your financial life is complicated. And not just because the public markets can be volatile. Done right, financial planning and investing requires a full analysis of your assets, goals, risk tolerances, and an understanding of your practice and exit plan. We will present an overview of financial topics. And will impart actionable information, including through the examination of a hypothetical financial planning and practice sale scenario, to allow veterinarians to identify and understand financial issues in their life and work, including:

• Investing, including tax-advantaged vehicles, time-in the market, passive versus active, asset allocations, and target-date investments.
• Financial Planning, including financial planning metrics, budgeting, taxes, social security, RMDs, and estate planning.
• Exit Planning, including the process and team necessary to prepare your practice for a successful succession or sale that realizes its full value.

Jon 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 wealth management issues through and after the transition or sale of a business. Jon advocates for Trust Point’s full suite of wealth management services, while also developing essential, sustainable relationships with business owners and other community members. Jon believes in the realistic and achievable opportunity that proper wealth management offers for achieving long-term financial independence and infuses his passion into his work.

Allyson Krause is a certified retirement plan professional (CRPP™) and the managing director for retirement plan services at Trust Point, Inc. She oversees Trust Point’s employer-based retirement plan services department, including issues concerning 401(k) education, technology, and investment options. Allyson takes great pride in providing businesses retirement plan solutions that enhance owners’ and employees’ financial well-being and help prepare them for their financial future.

1 interactive CE credit - Click here to register!