Live Webinar

October 29, 2025 | 1:00 PM Central

As your income grows, so does the complexity—and cost—of your tax situation. Many high earners miss opportunities to optimize their financial strategies. Join financial advisor Joel Cundick for a webinar designed for high-income professionals, executives, and business owners who want to move beyond the basics and take greater control of their financial future.

Learn how to:

Unlock hidden deductions and credits most high earners miss
Incorporate tax-smart investments and charitable giving strategies into your plan
Use retirement and estate planning tools to help preserve more of what you earn
Stay ahead of fast-changing tax laws that could affect your bottom line

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

17K+

Clients Served

1986

Year Established

45

Savant Offices

202

Employee Member-Owners

$34.2B+

Client Assets - AUM & AUA*

*Company statistics as of 9/3/2025. Client assets (as of 6/30/2025) refers to client assets under management (AUM) $32.9b 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.