Financial Planning Ultra-High-Net-Worth

Financial Perspectives: Holiday Giving – Stories and Activities for Families

Ashlee Vieregger

Ashlee Vieregger , JD, CFP®, CTFA, AEP®, TPCP®

Kent Kramer

Kent Kramer , CFP®, AIF®

11/25/24

Transform Your Holidays: Giving Stories & Family Activities | Financial Perspectives

This week, Kent Kramer is joined by Senior Lead Advisor Ashlee Vieregger to discuss year-end financial planning ideas that create meaningful family traditions through charitable giving for every age group. Learn how to engage your entire family in generosity through telling stories and sharing an activity, all with the hidden benefit of building lasting financial skills.

0:00 – Introduction

1:43 – Personal Story and Practical Generosity Activities

3:45 – The Gift of Giving Tradition

8:00 – Real-Life Money Lessons

12:35 – Closing Thoughts

Keep Reading

July Chart of the Month 2026
Financial Planning

Chart of the Month – July 2026

Michael Westphal

Michael Westphal, CFA

07/06/26
Gretchen Muller Daniel Hawthorne
Financial Planning

Financial Perspectives: Chief Master Sergeant to CFP: Military Benefits and the New Trump Accounts

Hosted by : Gretchen Muller & Daniel Hawthorne

06/30/26
Building Your Caregiving Team Before You Need One
Financial Planning Care Planning

Building Your Caregiving Team Before You Need One

Foster Group

Foster Group

06/23/26
Care Planning in Five Crucial Steps | By Ashlee Vieregger
Financial Planning Care Planning

Care Planning in Five Crucial Steps

Ashlee Vieregger

Ashlee Vieregger, JD, CFP, CTFA, AEP, TPCP

06/16/26
Gretchen Muller Matt Stagner
Financial Planning Care Planning

Financial Perspectives: Care Planning for Disability, Special Needs, and Elder Care

Hosted by : Gretchen Muller & Matt Stagner

06/15/26
What Is Care Planning? And Why It Matters for Everyone | Matt Stagner
Financial Planning Care Planning

What Is Care Planning? And Why It Matters for Everyone

Matt Stagner

Matt Stagner, CFP, ChFC, AIF, CPFA, ChSNC, CSA, MBA

06/09/26
Family Caregiving Is More Common Than Many Realize
Financial Planning

Chart of the Month – June 2026

Matt Stagner

Matt Stagner, CFP, ChFC, AIF, CPFA, ChSNC, CSA, MBA

06/02/26
Ashlee Vieregger - Family Connections Matter After the Conversation
Financial Planning

Don’t Skip Lunch – Why What Happens After a Family Meeting Matters

Ashlee Vieregger

Ashlee Vieregger, JD, CFP, CTFA, AEP, TPCP

05/28/26
Brittany Heard Gretchen Muller
Financial Planning

Webinar: Pass Wealth and Wisdom to Your Family

Hosted by : Brittany Heard & Gretchen Muller

05/20/26
Ethan Gascho - Trump Accounts
Financial Planning

What Are Trump Accounts? Benefits, Features, and Tax Considerations

Ethan Gascho

Ethan Gascho, CFP

05/20/26
Generational Wealth
Financial Planning

Generational Wealth: Passing Down Values, Meaning, and Perspective

Gretchen Muller

Gretchen Muller, MBA

05/12/26
Financial Planning

Chart of the Month – May 2026

Michael Westphal

Michael Westphal, CFA

05/05/26

PLEASE SEE IMPORTANT DISCLOSURE INFORMATION at www.fostergrp.com/disclosures. A copy of our written disclosure Brochure as set forth on Part 2A of Form ADV is available at www.adviserinfo.sec.gov.

Let’s talk.

Let’s talk.

Contact us – without obligation – whenever you have a financial question, idea, or need a second opinion. And discover how having your financial life Truly Cared For can help you feel more confident and in control. You can select your preference to start a conversation.

Prefer to call us? 515-226-9000

Prefer to call us? 515-226-9000

By providing a telephone number and submitting the form you are consenting to be contacted by SMS text message. Message & data rates may apply. Reply STOP to opt out of further messaging.