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!

Optimizing Your Tax Strategy

October 29 | 1:00 – 2:00 PM Central

Cut Taxes, Not Your Legacy! Saved $750K+? Explore deductions, charitable strategies, and tax law changes to help protect your financial future.

Save Your Seat

Taxes and Philanthropy: How to Give Strategically

November 5 | 1:00 – 2:00 PM Central

Legacy Through Giving – If you’ve saved $750K+, explore strategies to integrate charitable giving with your overall financial planning.

Successful Retirees - Key Habits Webinar

Key Habits for Successful Retirees

November 12 | 1:00 – 2:00 PM Central

Retirement Reimagined! From financial clarity to personal growth, explore ways you can live well in retirement. Ideal for those with $750K+ saved.

Save the date! Registration information coming soon.

Preserving Your Wealth While Caring for Aging Parents

November 19 | 1:00 – 2:00 PM Central

Wealth Wisdom for Caregivers. Discover how to support aging parents without risking your financial future. For individuals with $750K+ in assets.

Save the date! Registration information 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.