Gearing Up for Retirement [On-Demand Webinar] Video from Savant Wealth Management
In this on-demand webinar, financial advisors Libby Muldowney and Danielle (Dahn) Moore share tools and strategies to help you maximize your retirement—at any stage.
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Confident Spending in Retirement [On-Demand Webinar] Video
Watch the video Confident Spending in Retirement. Financial advisor Joel Cundick discusses the mental shift involved in the retirement transition from saving to spending, with ideas about allocating your spending on what will be most meaningful to you.
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Preserving Generational Wealth [On-Demand Webinar] Video from Savant Wealth Management
Wealth transfer advisor Alaina Davalos and financial advisor Evan Kuykendall explore strategies for managing and transferring wealth, helping to create your financial legacy in this on-demand webinar.
Top Financial Strategies Most People Miss Video from Savant Wealth Management
Whether you’re early in your career, approaching retirement, or already in your next chapter, this webinar is tailored to help you plan with more clarity, confidence, and efficiency.
Working on Your Own Terms [On-Demand Webinar]
Savant financial advisor Libby Muldowney discusses how to pursue a new path somewhere between full-time work and a full-stop retirement.
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?
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.