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Financial Planning

Chart of the Month – September 2026

Michael Westphal

Michael Westphal

09/03/26

What Does It Really Take to Thrive into Your 90s? | Gretchen Muller
Lifestyle

What Does It Really Take to Thrive into Your 90s?

Gretchen Muller

Gretchen Muller

09/01/26

Financial Perspectives: 529 Plans
Financial Planning

Financial Perspectives: 529 Plans Are More Flexible Than You Think

Hosted by : Gretchen Muller & Ryne Oller

08/17/26

Financial Planning

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

Hosted by : Gretchen Muller & Kent Kramer

08/12/26

You Saved Into a 529. Now How Do You Use It? | Jake Kinnetz
Financial Planning

You Saved Into a 529. Now How Do You Use It?

Jake Kinnetz

Jake Kinnetz

08/10/26

August Chart of the Month | Foster Group
Financial Planning

Chart of the Month – August 2026 – 529 Plans

Jack Davies

Jack Davies

08/04/26

How Much of the Market is AI-Driven | Matt Moklestad
Investments

What Nvidia Teaches Us About the Power of Diversification

Matt Moklestad

Matt Moklestad, CFP®, CIMA®, AIF®, MBA

07/21/26

Gretchen Muller
Investments

Financial Perspectives: Why Your Portfolio Needs a Lifeboat – A Conversation with Baird’s Warren Pierson

Hosted by : Gretchen Muller

With guest Warren Pierson

07/11/26

July Chart of the Month 2026
Financial Planning

Chart of the Month – July 2026

Michael Westphal

Michael Westphal, CFA®

07/06/26

Spur 5 | Ryne Oller
Investments

Spurs in 5: Understanding Markets Near All-Time Highs

Ryne Oller

Ryne Oller, CFP®, MBA

06/30/26

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

Chart of the Month – June 2026
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