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Few things turn a retirement plan upside down more than a divorce. You may be worried you will have to abandon your retirement plan if your 401K is divided in a divorce, and you very well may be right.

Are you ready to make the most of your retirement years? Retirement is more than the end of a career—it’s the beginning of a new phase filled with opportunity, purpose, and freedom. In this recorded webinar, Financial Advisor Lois Basil and Director of Financial Planning Anne Mank have a dynamic discussion designed to equip you with the tools and strategies to help maximize your retirement experience.

Today’s workforce is redefining what it means to retire. Are you considering a path between full-time work and complete retirement? Watch Savant Financial Advisor Libby Muldowney as she explores how to create a fulfilling lifestyle during this new phase of life.

Whether you’re new to giving or a seasoned philanthropist, this recorded webinar offers insights and tools to help you create a lasting, meaningful impact.

The divorce process can be challenging. Once the divorce decree is final, the last thing you may want to do is more paperwork. That’s why so many divorcees lose sight of the critical step of updating their will.

Losing a parent can be one of life’s most challenging experiences, especially with the overwhelming legal, tax, and administrative responsibilities that follow.

This informative recorded webinar aims to provide practical steps and support to help you effectively manage these responsibilities.

After years of saving as much as possible, retirement means switching gears and recreating a paycheck with your savings. Cracking into your nest egg in a tax-and risk-efficient manner while reinvesting enough to support the rest of your life can be both complex and challenging.

What’s the difference between Performance Stock Units, or PSUs, and Restricted Stock Units, known as RSUs, in the context of executive stock-based compensation? In this video I will share the key differences, reveal common mistakes, and share one little-known-fact that may surprise you.

The financial landscape is challenging, with inflation, political unrest, and market swings creating uncertainty. Avoid costly mistakes driven by fear or impulse. Watch this webinar recording for strategies to invest wisely amid economic uncertainty.

If you expect to serve as an executor, it is crucial for you to familiarize yourself with the expectations and duties and understand the administration process. In this educational, recorded webinar, Alaina Davalos, wealth transfer advisor, and Financial Advisor Joel Cundick delve into common issues that can impact all families.

Planning for retirement involves more than just saving money; key birthdays play a crucial role in your retirement strategy. In this recorded webinar, “Birthdays to Remember for a Successful Retirement,” financial advisor and managing director Jack Phelps reveals potential pitfalls and opportunities on these critical birthdays.

Watch our Q3 2024 Market Wise Update with Financial Advisor and Investment Strategist Zach Ivey and Senior Investment Strategist Chip Kalousek, as they unpack the third quarter’s key market trends.