Webinars

As you transition through different phases of life, it’s not surprising that your financial needs evolve with you – and usually become more complex. Savant webinars and workshops are a great way to stay informed and take control of your financial future. We cover a wide range of topics including how to:

Transition into retirement
Start or update your estate plan
Maximize your equity compensation
Avoid a big tax surprise
Rebuild your life after losing a spouse

Get notified of our upcoming webinars right to your inbox with Savant Insights!

How to Serve as an Executor

July 2 | 1:00 – 2:00 PM Central

Not sure how to manage your loved one’s estate over $1M? Learn tips to be a competent executor.

Estate Planning 101

July 9 | 1:00 – 2:00 PM Central

Estate Planning Essentials – From creating wills or trusts to minimizing taxes, learn tips to help create a robust estate plan for those with $750k+.

Save Your Seat

New Web Series: Ask An Advisor

In this web series, you’ll learn the answers to many common financial planning questions from of our multidisciplinary team of Financial Advisors.

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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.