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!

Savant Wealth Management Live Webinars
semi-retirement webinar graphic

Working on Your Own Terms

July 16 | 1:00 – 2:00 PM Central

Planning for Semi-Retirement – Retirement isn’t what it used to be. Learn practical semi-retirement strategies for those with $750k+ saved.

Retirement is a Family Affair Webinar Graphic

Retirement is a Family Affair

July 23 | 1:00 – 2:00 PM Central

Is Your Family in the Dark?
Communicate now to help avoid conflict later! If you’re retiring with at least $750k, learn how to pursue peace of mind for you and clarity for your family.

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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