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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

Estate Planning 101

October 9th | 1:00 – 2:00 PM Central

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Estate Planning Webinar

Estate Planning 101

October 9 | 1:00 – 2:00 PM Central

Looking to create a top-notch estate plan?

Learn tips to save on taxes and avoid planning mistakes for those with $500k+.

Register
optimizing your inheritance webinar graphic

Optimizing Your Inheritance

October 22 | 10:00 – 11:00 AM Central

Grow Your Inherited Wealth

Learn inheritance management strategies designed to help you minimize taxes, pursue financial goals, and grow your wealth.

Save the date – Registration information coming soon!

Birthdays to remember for a successful retirement

Birthdays to Remember for a Successful Retirement

October 30 | 1:00 – 2:00 PM Central

Registration information coming soon!

Savant Wealth Management Webinar, Investing During Uncertain Times, Lighthouse in a storm

Investing During Uncertain Times: 5 Best Practices

November 6 | 1:00 – 2:00 PM Central

Discover strategies to help you invest confidently, even in volatile times. Five best practices for investors with $500k+. 

Save the date. Registration information coming soon!

Savant Views & News

July 30, 2024

Is It Time to Update Your Estate Plan?

Just like a regular health checkup, reviewing your estate plan helps ensure it's up-to-date and protecting your loved ones. From marriage and divorce to the birth of children and changes in tax laws, there are many reasons to revisit your estate plan.
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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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