Live Webinar

April 2, 2025 1:00 PM Central

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 forward

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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16,100+

Clients Served

1986

Year Established

43

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175

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Assets Under Management

As of December 9, 2024

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.