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Webinars

As you transition through different phases of life, it’s not surprising that your financial needs evolve with you – and usually become more complex. Savant webinars and workshops are a great way to stay informed and take control of your financial future. We cover a wide range of topics including how to:

  • Transition into retirement
  • Start or update your estate plan
  • Maximize your equity compensation
  • Avoid a big tax surprise
  • Rebuild your life after losing a spouse

Planning for a Lasting Retirement

September 11 | 1:00 – 2:00 PM Central

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Planning for a Lasting Retirement Webinar - Savant Wealth Management Webinar

Planning for a Lasting Retirement

September 11 | 1:00 – 2:00 PM Central

Retire Right the First Time!

We want to help you retire confidently, without regrets. Drive toward your goal today! Geared for those with $500K+ saved.

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Serve as an Executor webinar graphic

Serving as an Executor

September 18 | 1:00 – 2:00 PM Central

Be a Competent Executor!

Being the executor of a loved one’s estate can be complicated, especially if you stand to inherit $1M or more. We can help.

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Savant Views & News

July 30, 2024

Is It Time to Update Your Estate Plan?

Just like a regular health checkup, reviewing your estate plan helps ensure it's up-to-date and protecting your loved ones. From marriage and divorce to the birth of children and changes in tax laws, there are many reasons to revisit your estate plan.
Learn More
March 21, 2024

Ensuring Your Estate Plan is a Fine-Tuned Machine

While many understand the importance of estate planning, simply having a will or trust in place isn't enough. A truly ideal estate plan requires a harmonious alignment of beneficiary designations, asset titles, and legal documents.
Learn More

Savant Wealth Management is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply a certain level of skill or training. This material is for general educational purposes only and is not intended to provide investment, legal or tax advice. Please consult your investment, legal or tax professional for personalized advice on your particular situation.

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