Financial Planning

Webinar: A Chief Investment Officer’s Journey to Hiring a Financial Advisor

Gretchen Muller

Gretchen Muller , MBA

Kent Kramer

Kent Kramer , CFP®, AIF®

08/12/26

A Chief Investment Officer's Journey to Hiring a Financial Advisor

What happens when someone who has spent 35 years helping others prepare for retirement plans his own?

Kent Kramer, Chief Investment Officer at Foster Group, is retiring in December. In this webinar, Kent and his wife, Kim, share why they chose to work with Foster Group rather than go it alone, what surprised them in their first planning meeting, and how they’re thinking about time, family, and generosity in the years ahead.

01:17 – Kent and Kim’s Story

05:04 – Why Hire an Advisor

12:29 – Family and Legacy Planning

14:31 – Lessons Learned

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