Savant Wealth Management

Whether you're just starting to think about retirement or fine-tuning your existing plan, this webinar is tailored to equip you with actionable insights to help you prepare for retirement by building a solid financial foundation.    Join financial advisors Danielle Dahn and Ritu Jain as they take a multi-faceted look at retirement readiness.    The educational discussion will cover:• Maximizing Social Security Benefits• Planning for Health Care and Medicare• Tax-Efficient Planning• Optimizing InvestmentsWhile all are welcome to attend our webinars, this event is designed for individuals who have saved at least $500,000 for retirement. Our presenters typically speak with that in mind.

Losing a parent can be one of life's most challenging experiences, especially with the overwhelming legal, tax, and administrative responsibilities that follow. This informative webinar aims to provide practical steps and support to help you effectively manage these responsibilities.Join Savant’s wealth transfer advisor, Alaina Davalos, and wealth transfer specialist, Darlene Beckles, as they discuss important topics to help you navigate this difficult time.We’ll cover: • Immediate steps after the loss• Understanding probate and the estate settlement process• Account transfers and property appraisals and management• Required accountings and communication with family members• Long-term and proactive planning as you move forwardWhile all are welcome to attend our webinars, this event is designed for individuals who have saved at least $500,000 for retirement. Our presenters typically speak with that in mind.