Join James Haygood and John Clarke, seasoned financial advisors with over 20 years of combined experience working exclusively with university faculty, for a practical session designed specifically for academics. In this relaxed, jargon-free setting, they’ll walk through often-overlooked but highly impactful financial planning strategies. From nuanced tax approaches and estate planning insights to portfolio structures and charitable giving opportunities, you’ll come away with actionable tips and “hidden gem” strategies that can make a meaningful difference in your long-term financial picture. Whether you're early in your career or approaching retirement, this webinar is tailored to help faculty like you plan with more clarity, confidence, and efficiency.
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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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.