Live Webinar

February 26, 2025 1:00 PM Central

Join wealth transfer advisor Alaina Davalos and financial advisor Evan Kuykendall for an educational webinar designed to empower families with the knowledge and tools to build financial well-being across generations. This session will explore strategies for managing and transferring wealth, helping to create your financial legacy.

Topics include:

Tax Efficiency
Asset Protection and Legal Considerations
Passing Down Knowledge
Morality and Fiscal Responsibility
Asset Location and Allocation
Lifetime Gifting

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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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?

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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.