Savant Wealth Management

Planning for a Lasting Retirement On-Demand Webinar

Cheers to a Long-Lasting Retirement

Did you know most people spend more time planning a vacation than they spend planning for retirement? You have so many important decisions to make before you retire, it may be tempting to put it off. However, if you have at least $750,000 in investable assets, “Planning for a Lasting Retirement” is worth your time!

In this 30-minute recorded webinar, financial advisors Kevin Kingston and Chris Ruedi walk you through important topics to consider as you plan to leave the workforce, including:

  • Squaring away your health insurance needs
  • Building retirement income streams from various sources
  • Minimizing taxes
  • Debt management
  • Determining appropriate cash reserves
  • Creating well-being in retirement

We typically work with clients who have at least $750,000 in assets. That said, we also consider partnering with individuals and families who expect significant growth potential from a future inheritance, career trajectory, or other expected financial gains.

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About Savant Wealth Management

Savant Wealth Management is a leading independent, nationally recognized, fee-only firm serving clients for over 30 years. As a trusted advisor, Savant Wealth Management offers investment management, financial planning, retirement plan and family office services to financially established individuals and institutions. Savant also offers corporate accounting, tax preparation, payroll and consulting through its affiliate, Savant Tax & Consulting.

©2023 Savant Capital, LLC dba Savant Wealth Management. All rights reserved.

Savant Wealth Management (“Savant”) is an SEC registered investment adviser headquartered in Rockford, Illinois. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy, including the investments and/or investment strategies recommended and/or undertaken by Savant, or any non-investment related services, will be profitable, equal any historical performance levels, be suitable for your portfolio or individual situation, or prove successful. Please see our Important Disclosures.

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