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

Serving as an Executor

September 18 | 1:00 – 2:00 PM Central

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Serve as an Executor webinar graphic

Serving as an Executor

September 18 | 1:00 – 2:00 PM Central

Be a Competent Executor!

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

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.