06/02/2026
Join our meeting this evening (June 2) where Financial Advisor Rachel Kuss of Kennebec Wealth Management will speak on about Estate Planning.
Her educational talk will focus on the importance of estate planning beyond simply distributing assets. The discussion will highlight how clear communication of medical, financial, and personal wishes while healthy and competent can help reduce stress, confusion, and conflict for loved ones during difficult times. Topics will include incapacity planning, healthcare directives and family communication. And also the role of common estate planning documents, all presented from a general educational perspective rather than individualized legal or tax advice.
Rachel provides us with her professional background next.
As the Vice President of Investments, Owner, Wealth Manager, and Financial Planner at Kennebec Wealth Management, I specialize in retirement planning and investment strategies, but most importantly, I see myself as a coach, counselor, and cheerleader for my clients, especially during stressful and challenging times. With a career in the financial services industry that began in 1998, my primary responsibilities involve creating comprehensive financial plans tailored to achieve specific goals, accompanied by strategic investment strategies.
Over the years, I have gained extensive experience working at reputable firms such as Morgan Stanley, UBS Financial Services, and Sterling Trust Company. This journey has allowed me to navigate through various turbulent market periods, providing steadfast support and guidance to my clients. My qualifications include an array of designations and certifications, such as CFP®, AIF®, CRPS®, Series 7, and 65, underscoring my commitment to excellence in financial planning. I am a proud Baylor University alumna.