Savant Wealth Management

Webinars and Workshops

As you transition through different phases of life, it’s not surprising that your financial needs evolve with you – and usually become more complex. Our 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
  • Navigate the challenges of divorce
  • Maximize your equity compensation
  • Avoid a big tax surprise
  • Rebuild your life after losing a spouse
  • And much more!

10 Things to Ask a Financial Advisor in 2024

Dec 6 | 1:00 – 2:00 PM Central

While there is no such thing as a bad question, these 10 are especially important to ask a financial advisor. Join us to learn more.

Estate Planning Essentials

Dec 13 | 1:00 – 2:00 PM Central

From having your assets protected to ensuring your wishes are respected, join us to learn how to create a robust estate plan.

Will SECURE Act 2.0 Impact Your Retirement?

Dec 20 | 1:00 – 2:00 PM Central

We’re breaking down how SECURE Act 2.0 could impact your retirement planning and financial security. Join our webinar to learn more.

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.

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.