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!

Gearing Up for Retirement

August 20 | 1:00 – 2:00 PM Central

Steps to Help Retire Well – Let’s talk retirement. If you’ve got $750K+ in assets, let us help you learn how to make smart moves for the future.

Save Your Seat

Optimizing Your Inheritance

August 27 | 1:00 – 2:00 PM Central

Grow Your Inherited Wealth – If you expect to inherit $750k+, this webinar can help you explore ways to make the most of your loved one’s gift.

How to Serve as an Executor

September 3 | 1:00 – 2:00 PM Central

Executor’s How-To Guide – Manage executor tasks with ease. Join our webinar, which is ideal for those with $750K+ in retirement savings.

Gifting to Family: Minimize Uncle Sam’s Cut Ad Copy

September 10 | 1:00 – 2:00 PM Central

Gifting in a Tax-Smart Way – Gifting to family doesn’t have to mean big taxes. If you have $750K+ saved, learn how to help maximize your giving.

Save Your Seat

Retirement Realities: Bliss or Bust

September 17 | 1:00 – 2:00 PM Central

Information and registration link coming soon!

Avoiding Medicare Mistakes in Retirement

September 23 | 1:00 – 2:00 PM Central

Medicare Planning Simplified – Medicare is changing. If you’ve saved $750,000+, get the facts on rules, timelines, and cost forecasts in this webinar.

Save the date – registration link coming soon!

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.