Ultra-High Net Worth

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

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

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