Savant Wealth Management
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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

May 1 | 1:00 – 2:00 PM Central
How to Serve as an Executor

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Savant Views & News

December 15, 2023

Estate Planning Basics White Paper

Estate planning is a process designed to help you manage and preserve your assets while you are alive, and to conserve and control their distribution after your death according to your goals and objectives. Your particular estate planning needs will depend on your age, health, life stage, goals, the types of assets you own, level of wealth, and many other factors. Learn more in this white paper.
Learn More

About Savant Wealth Management

Savant Wealth Management is a leading independent, nationally recognized, fee-only firm serving clients for over 30 years. As a trusted advisor, Savant Wealth Management offers investment management, financial planning, retirement plan and family office services to financially established individuals and institutions. Savant also offers corporate accounting, tax preparation, payroll and consulting through its affiliate, Savant Tax & Consulting.

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.

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