The Ideal Estate Plan for Retirees [Webinar]

Wednesday, February 9, 2022 11:00 am – 12:00 pm CDT

Entering retirement represents a significant life transition. With so many changes, it’s important to make sure that your estate plan is updated and properly structured for your next chapter.

We’ll discuss topics including:

How to ensure your agents within your advance directives can effectively and efficiently administer your affairs in the event of your incapacity.
Simple rules and guidelines to follow to ensure tax efficient transfer of tax advantaged retirement accounts
Fail safe distribution and asset protection techniques for a surviving spouse.
Creating the ideal legacy focused plan for your heirs, legatees and community.

Can’t attend? Register anyway, and a link to the recording will be sent to all who register.

Focused on You

Savant Wealth Management is an independent, fee-only wealth management firm providing comprehensive financial advice to individuals, families, and businesses across the nation. Since 1986, we have focused on one key principle—that all financial advice should be made strictly in the best interest of the client. But it goes beyond that. We are committed to helping our clients pursue peace of mind through the collective insight, wisdom, and perspective that we offer.

The Ideal Estate Plan for Retirees [Webinar]

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Focused on You