Live Webinar

December 10, 2025 | 1:00 PM Central

Planning for retirement involves important decisions: where you want to live, how to protect your assets, and what kind of care you may need. Including your family in these conversations can help reduce confusion and disagreements if you ever rely on them for support. Family members may also offer helpful perspectives as you finalize your plans. While these choices are yours to make, collaboration can help everyone feel more confident about the future.

Join Savant’s director of financial planning, Jonathan Millican, and planning strategist, Paul Elfner, for a discussion on:

Retirement lifestyle and personal goals
Living arrangements and housing
Health care considerations
Estate planning and legal factors

While all are welcome to attend our webinars, this event is designed for individuals who anticipate having at least $750,000 in investable assets within the next year. Our presenters typically speak with that in mind.

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Savant By the Numbers

17K+

Clients Served

1986

Year Established

46

Savant Offices*

202

Employee Member-Owners

$38.4B+

Client Assets - AUM & AUA**

**As of 10/1/2025. **Client assets (as of 9/30/2025) refers to client assets under management (AUM) $37.1b 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.