Live Webinar

February 19, 2025 1:00 PM Central

Inheriting a large sum of money can be a life-changing event. It may be fun to spend the money right away, but it is important to take a step back and consider your values and goals. Taking time to navigate this complex and sensitive topic can help you to make informed decisions that can benefit you and your family for years to come.

Join Mike Cyrs, Senior Director of Wealth Transfer, along with Dom Parillo, Director of Wealth Transfer, as they discuss:

Income, estate, and gift tax implications
Proper trust establishment and funding for asset protection
Where and how to invest
Debt management strategies
Estate planning considerations for generational planning
Common pitfalls

Sign up for this webinar

First Name*

Last Name*

Email*

Phone*

Zip*

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?

What is or will be your primary source of retirement income?

Comments

I consent to sharing my information with Savant. By proceeding, you agree to receive communication from Savant. You can opt out at any time.

Savant By the Numbers

16,100+

Clients Served

1986

Year Established

43

Savant Offices

175

Employee Member-Owners

$28B+

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.