Live Webinar

June 4, 2025 | 1:00 PM Central

Whether you're a seasoned philanthropist or just starting your giving journey, this webinar will provide you with valuable insights and tools to help you make a meaningful impact. By giving generously, individuals can leave a lasting legacy and make a difference that extends far beyond their own lives.

Join financial advisors Jake Loescher and Joel Cundick as they discuss how philanthropy can foster a sense of community, strengthen relationships, and even offer tax benefits.

Key Takeaways:

Learn how to assess your financial resources and priorities
Understand the different types of giving vehicles
Discover the tax implications of charitable giving
Make a meaningful impact on your community
Develop a personalized philanthropic plan

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 By the Numbers

16,500+

Clients Served

1986

Year Established

44

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.