Live Webinar

July 9, 2025 | 1:00 PM Central

Your goal is simple: Transfer your wealth to your loved ones without causing headaches. You’ve likely heard that everyone needs an estate plan, but if you don’t have one, where do you begin?

Proper estate planning is designed to safeguard your hard-earned assets and help provide you and your heirs with increased peace of mind. Ready to learn the basics? Join Wealth Transfer Advisor Alaina Davalos and Director of Wealth Transfer Dom Parillo to learn how to protect your family's financial future and document your final wishes.

They’ll discuss:

Key planning documents
Probate process
Asset protection and distribution
Healthcare and end-of-life planning
Tax implications

While all are welcome to attend our webinars, this event is designed for individuals who anticipate having at least $750,000 in investable assets within the next year. Our presenters typically speak with that in mind.

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To provide you with the best experience and most relevant content, please provide an estimate of your investable assets.*

Are you planning on hiring a financial advisor in the next 12 months?

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Savant By the Numbers

16,500+

Clients Served

1986

Year Established

43

Savant Offices

192

Employee Member-Owners

$30.9B+

Client Assets - AUM & AUA*

*Company statistics as of May 1, 2025. Client assets refers to client assets under management (AUM) $29.6b and client assets under advisement (AUA) $1.3b.

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.