Transitioning into Retirement in the New Year [On-Demand Webinar]
Are you thinking that 2022 might be the year you finally retire? It’s exciting to think about the possibilities, but how do you know you’re financially ready to pull the ripcord?
Video Library
Investment Review & Market Outlook [On-Demand Webinar]
Savant’s investment research team looks back at 2021 and shares some perspective on what we expect the market to look like in 2022 and beyond.
Charitable Gifting [On-Demand Webinar]
In this recorded webinar, our financial advisors discuss several strategic ways to make a difference all year ‘round through charitable gifting. Learn how to create a gifting strategy that not only supports your favorite causes but also helps create tax efficiencies to save you money.
Year-End Tax Planning Updates and Strategies [On-Demand Webinar]
In this recorded webinar, hear from our team of tax and estate professionals as they recap the proposed and enacted legislative changes made in 2021, and provide you with some optimal year-end planning strategies to help better prepare you for the upcoming tax season.
Who Gets the Steinway? [On-Demand Webinar]
What happens when your estate includes family heirlooms, china, jewelry, or family vacation homes? A little forethought can make the difference between leaving your executor with a nightmare and leaving grateful heirs with a treasured legacy.
Tax Strategies for the Proposed Build Back Better Act [On-Demand Webinar]
Within the latest version of the Build Back Better Act, the budget reconciliation bill that contains pending tax reform, there are a few tax surprises worth noting. If you’re trying to prepare, you’ll want to watch this Savant webinar.
Relocating in Retirement [On-Demand Webinar]
You may be dreaming of warmer weather and sunshine when you retire. But moving to another state involves more than you might think, including state and local tax and estate planning considerations.
Having a Purpose in Retirement [On-Demand Webinar]
Determining if you’re ready to retire goes beyond reaching “your number.” It’s about designing a purpose-driven life that is filled with meaningful activities.
The Death of Retirement [On-Demand Webinar]
In the U.S., our vision of retirement is evolving. Instead of working to retirement age and stopping, more people are seeking a new and different experience. With all of this talk about the end of retirement, Savant Wealth Management commissioned a study to see what the hard data had to say.
Gearing Up for Retirement [On-Demand Webinar]
Retirement may seem a long way off, but there are things you can do to prepare now!
In this webinar recording, financial advisors Ryan Monette and Allison Alexander discuss strategies that can help you prepare to retire.
Mythbusters for Investors [On-Demand Webinar]
In this webinar, Savant advisors challenge and test the investment and financial planning world’s most common rumors, popular beliefs, and urban legends.
Saving for College: 529 Plans and Beyond [On-Demand Webinar]
In this webinar, you’ll learn how to select the best account to use for college funding and questions to ask yourself when setting your college-savings goal.