Investment Review and Market Outlook | On-Demand Webinar
2020 was full of surprises and swings in the market. In this recorded webinar, we look back at 2020 and share our 2021 market outlook.
Video Library
Retirement in the New Year | On-Demand Webinar
Thinking about retiring in 2021? A new year offers a fresh beginning to think about your retirement and the possibilities. It can feel exciting and overwhelming at the same time and you may have a lot of questions.
Year-End Tax Planning and Strategies | On-Demand Video
In this recorded webinar, Kelli Peterson, Dominick Parillo, and Peter Doyle provide a summary of 2020 tax updates and year-end tax planning strategies to consider.
Estate Planning in the New Normal | On-Demand Video
Hear the latest guidance and tips from professionals who navigate estate planning challenges with families every day.
Planning for Long-Term Care Webinar
In this recorded webinar, Kevin Kingston and Christopher Ruedi reviews costs, benefits, drawbacks, and alternatives to long-term care insurance.
Mid-Year Market Update
In this webinar, Chief Investment Officer Phil Huber and Director of Investment Research Gina Beall provided perspectives and insights related to the first half of 2020. You can watch the recording here.
The New Retirement Mentality Post COVID Q&A
The Coronavirus is affecting many areas of our lives – even when it comes to preparing for, transitioning into, or living in retirement. What’s the new retirement reality post COVID? We answered your questions in an interactive Q&A webinar.
Your Wellbeing
Are you looking for practical steps you can take to stay positive during this unsettling time? These videos can help you stay positive, stay grateful, and provide solid leadership to your family during this strange time.
“From Pandemic to Positivity”
Are you looking for practical steps you can take to stay positive during this unsettling time? We welcomed Rod Ogilvie, a licensed counselor and executive coach, for a live interview with our CEO Brent Brodeski. Rod shared ideas on how to stay positive and how you can provide solid leadership to your family and colleagues.
April 15, 2020 Town-Hall: Navigating this Volatile Time
Thank you to all who registered and to those who participated in our Town-Hall Live Webinar on April 15. If you missed the live webinar or would like to watch it again, here’s the replay.
Your Sense of Wellbeing
In this video, Savant CEO Brent Brodeski shares his insights about how the current crisis affects our sense of wellbeing in five different areas – career, social, financial, physical, and community. During this time of uncertainty, our wellbeing is being attacked on multiple fronts with unprecedented intensity. Given the realities of social distancing, the disruption […]
Key Provisions of the CARES Act for Individuals and Small Business Owners
Now that the Coronavirus Aid, Relief, and Economic Security (CARES) Act has been signed into law, you’re probably wondering if and how it applies to you. We recently put together an educational video on the key provisions for individuals and small business owners.