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

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Savant Wealth Management Live Webinars
How to Serve as an Executor Webinar Graphic

How to Serve as an Executor

February 12 | 1:00 – 2:00 PM Central

Being the executor of a loved one’s estate can be complicated, especially if you stand to inherit $1M or more. We can help.

Optimize Your Inheritance Webinar Graphic

Optimizing Your Inheritance

February 19 | 1:00 – 2:00 PM Central

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

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.