We offer talks and workshops on a variety of topics and can tailor our presentations to incorporate context on the news of the day. While we can’t give specific advice, our goal is to leave your audience with timely knowledge and new ideas to support their financial wellbeing.
Choose from our selection of topics, or contact us to customize a presentation for your next event!
Retirement is no longer a destination, but a journey that can last for a very long time. As with any journey, there are bumps along the way and perhaps several detours. Retirement Evolved reveals the biggest threats to retirement and provides planning strategies to help clients improve their chances of success.
The Great Resignation highlighted many reasons why workers chose to quit their jobs: low pay, few opportunities for advancement, feeling disrespected at work, a lack of childcare, and other issues. But the movement also sparked a desire among many professionals to get out of the corporate rat race and try a new venture. We’ll show you the hack that’s enabling some people to take a “Victory Lap” from the rat race to find fulfillment in their next chapter.
Since the Tax Cuts & Jobs Act, millions of people are no longer getting a tax benefit for the generous donations they make. But it doesn’t have to be that way. You can develop a plan that is bigger and more strategic than just writing individual checks to align with your goals and accomplish the greatest impact for your philanthropy.
While the rate of divorce is said to be at its lowest since the 1970s, that makes little difference if it’s happening to you right now. The financial implications of divorce can be daunting, especially for those who are nearing or are in retirement. We’ll share what you need to know to maintain your financial wellbeing before and after divorce.
The idea of full-stop retirement—going from 100% work mode to 100% leisure mode—is now neither sustainable nor desirable for many people. The key is to work because you want to, and not because you have to. In the book, Victory Lap Retirement, the strategy outlines how to help people create the post-employment lifestyle that’s right for them—a unique blend of work and play that helps them live life to the fullest, on their own terms, while they are young enough to enjoy it.
This presentation outlines some of the advanced capabilities we use when working with clients who hold concentrated stock positions, often with low cost basis. Our process removes emotion from the equation and helps generate extra income and reduce the severe downside risk.
A discussion about the concept of “Tax Alpha” and why it should be an essential element of your long-term investment strategy.
Whether you’re planning an industry conference, professional learning session, or a client event, we can help. Ask us how!
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.