Estate Planning 101 [On-Demand Webinar]
Proper estate planning is designed to safeguard your hard-earned assets and help provide you and your heirs with increased peace of mind. Ready to learn the basics?
Video Library
How to Serve as an Executor [On-Demand Webinar]
If you expect to serve as an executor of an estate, it is crucial for you to familiarize yourself with the duties of an executor or trustee and understand the administration process.
Key Milestones on Your Road to Retirement [On-Demand Webinar]
Planning for retirement involves more than just saving money; there are eight key milestones that play a crucial role in your retirement strategy.
Avoiding a Big Tax Surprise [On-Demand Webinar]
To avoid a big tax surprise, you may need to change your mindset about tax planning. By being proactive and planning throughout the entire year instead of just at tax time, you can help to maximize your benefits and minimize the surprises.
Industry Transformation Ahead: Insights from Brent Brodeski
In a recent appearance on Edge TV, Savant Wealth Management CEO, Brent Brodeski, shared some insights about the rapidly changing future of the financial services industry.
Is Custom Indexing Worth It? | Ask a Savant Financial Advisor
Custom indexing has gained attention as a potential game-changer for your personal investment strategy. But how do you know if custom indexing is a good strategy for you?
How to Settle Your Parents’ Estate [On-Demand Webinar]
Losing a parent can be one of life’s most challenging experiences, especially with the overwhelming legal, tax, and administrative responsibilities that follow. This informative on-demand webinar aims to provide practical steps and support to help you effectively manage these responsibilities.
Making a Difference: Philanthropy in Retirement [On-Demand Webinar]
Whether you’re a seasoned philanthropist or just starting your giving journey, this on-demand webinar is designed to help provide you with valuable insights and tools to help you make a meaningful impact. By giving generously, individuals can help leave a lasting legacy and make a difference that extends far beyond their own lives.
Gifting to Family: Minimizing Uncle Sam’s Cut [On-Demand Webinar]
Thinking of giving financial gifts to your children, grandchildren, or other loved ones? Watch this eye-opening on-demand webinar where we break down the key rules, limits, and smart strategies around gifting.
Preserving Generational Wealth [On-Demand Webinar]
Wealth Transfer Advisor Alaina Davalos and Financial Advisor Evan Kuykendall present an on-demand educational webinar designed to empower families with the knowledge and tools to build financial well-being across generations.
10 Financial Strategies Most University Professionals Miss [On-Demand Webinar]
James Haygood and John Clarke, financial advisors with 20+ years’ experience serving university faculty, share overlooked yet impactful financial strategies — from tax planning to portfolio tips — in a relaxed, jargon-free session designed to enhance your long-term financial well-being.
Estate Planning 101 [On-Demand Webinar]
Proper estate planning is designed to safeguard your hard-earned assets and help provide you and your heirs with increased peace of mind.