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Custom indexing has gained attention as a potential game-changer for your personal investment strategy, But how do you know if custom indexing is a good strategy for you?

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 on-demand webinar aims to provide practical steps and support to help you effectively manage these responsibilities.

Whether you’re a seasoned philanthropist or just starting your giving journey, this on-demand webinar is designed to help provide you with valuable insights and tools to help you make a meaningful impact. By giving generously, individuals can help leave a lasting legacy and make a difference that extends far beyond their own lives.

Thinking of giving financial gifts to your children, grandchildren, or other loved ones? Watch this eye-opening on-demand webinar where we break down the key rules, limits, and smart strategies around gifting.

Wealth Transfer Advisor Alaina Davalos and Financial Advisor Evan Kuykendall present an on-demand educational webinar designed to empower families with the knowledge and tools to build financial well-being across generations.

James Haygood and John Clarke, financial advisors with 20+ years’ experience serving university faculty, share overlooked yet impactful financial strategies — from tax planning to portfolio tips — in a relaxed, jargon-free session designed to enhance your long-term financial well-being.

Proper estate planning is designed to safeguard your hard-earned assets and help provide you and your heirs with increased peace of mind.

Market volatility is inevitable, but how you react to it can make all the difference in pursuing your financial goals. Watch this insightful on-demand webinar that explores the psychology of investing during turbulent times, and review strategies designed to help maintain confidence and discipline in your portfolio.

Ensuring your wealth is passed on according to your wishes requires more than just a basic estate plan. Without the right strategies in place, your assets could be exposed to unnecessary taxes, legal delays, and family conflicts.

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 just starting to think about retirement or fine-tuning your existing plan, this on-demand webinar is tailored to equip you with actionable insights to help you prepare for retirement by building a solid financial foundation.

This is a common question when you’re ready to plan your retirement income. Many people want to start Social Security payments as soon as they’re eligible at age 62, but did you know that if you wait, your benefits increase 8% annually?