Live Webinar

October 8, 2025 | 1:00 PM Central

Getting started with estate planning can feel overwhelming, but it doesn’t have to be. A thoughtful plan can help protect your assets, your loved ones, and your legacy.

Join Savant wealth transfer advisor Alaina Davalos and director of wealth transfer Dominick Parillo for this engaging webinar, designed for those new to estate planning. They will share practical strategies and explain common estate planning terms to help you take those first steps.

Learn how to:

Understand essential estate planning terminology
Use strategies to protect your assets and beneficiaries
Take actionable steps to create or update your estate plan
Decide when and how to work with a professional

While all are welcome to attend our webinars, this event is designed for individuals who have saved at least $750,000 for retirement. Our presenters typically speak with that in mind.

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

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Savant By the Numbers

24K+

Clients Served

1986

Year Established

70

Savant Offices*

297

Employee Member-Owners

$57.2B

Client Assets - AUM & AUA**

*Company statistics as of 6/30/2026. **Client assets refers to client assets under management (AUM) $55.7B and client assets under advisement (AUA) $1.5B.

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.