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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!

The Psychology of Retirement

October 4 | 1:00 – 2:00 PM Central

Have you heard of retirement shock? In this live webinar, you’ll learn how to cope with the stress and anxiety, embrace the change, and thrive in retirement.

Register

Unlocking Your Inheritance: Smart Strategies for Retirement

October 10 | 1:00 – 2:00 PM Central

Whether you’ve recently received an inheritance or expect one in the future, inheritance planning is a crucial aspect of your retirement strategy. Learn how to assess and make the most of the assets you’ve inherited, whether it’s financial investments, real estate, or other valuable property.

Register

Maximizing Your Social Security Benefits

October 19 | 12:00 – 1:00 PM Central

Social Security can be a critical component of your retirement income, and understanding how to maximize your benefits can significantly impact your financial well-being during your golden years.

Register

Master Medicare

On-Demand Webinar

This on-demand educational webinar is designed to provide you with the information you need to confidently navigate the Medicare program and make informed decisions about your healthcare. We cover key topics, including enrollment periods, eligibility requirements, plan options, premiums, deductibles, and copayments.

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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 Views & News

September 18, 2023

Finding Your Inner CFO After Divorce

Most people walk away from divorce with a combination of investments, debt, maintenance, and child support. Perhaps you’ve questioned how they work together to create a stream of income to support yourself and your children. Learn more about the three areas that are particularly important for newly divorced moms to address.
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August 31, 2023

Evolution of 529 Plans: A Transformative Journey

As the cost of obtaining a higher education continues to surge, there's still hope for some financial relief. Several laws have enacted new tax benefits and flexibility, making 529 savings plans an even more attractive way to save for college expenses.
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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.

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