Live Webinar

January 22, 2025 1:00 PM Central

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 Investments

While 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.

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Savant By the Numbers

Savant Owl

16,100+

Clients Served

Established 1986

1986

Year Established

43 Savant Wealth Offices

43

Savant Offices

170 Member-Owners

175

Employee Member-Owners

25 Billion in Assets

$28B+

Assets Under Management

As of December 9, 2024

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Savant Wealth Management is an independent, fee-only wealth management firm providing comprehensive financial advice and services to individuals, families, and businesses across the nation.

At Savant, our advisors combine Wall Street knowledge with Main Street values to help you pursue your ideal future. And since we’re majority owned by our employees, what’s important to you is of the utmost importance to us. When you work with Savant, we believe you’ll have peace of mind knowing we’re always in your corner.