Live Webinar

September 17, 2025  |  1:00 PM Central

You’ve worked hard for decades—the last thing you want is a retirement that falls flat. The good news? A fulfilling, financially secure retirement doesn’t happen by chance—it happens by smart choices and preparation.

Join Savant’s Chief Experience Officer Rob Morrison and financial advisor Jeff Lewis for this engaging webinar where we’ll reveal strategies and tips to help turn retirement dreams into reality. 

Discover how to:

  • Build a retirement strategy that supports your lifestyle and goals
  • Avoid the most common financial and personal pitfalls retirees face
  • Balance income, investments, and expenses for long-term confidence
  • Prepare for the emotional and lifestyle adjustments that come with retirement

Don’t leave your future up to chance. This is your opportunity to take control and make your retirement a success story.

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

Savant Owl

16,666+

Clients Served

Established 1986

1986

Year Established

Savant Wealth Offices

44

Savant Offices

Savant Member-Owners

195

Employee Member-Owners

Assets

$34.2B+

Client Assets - AUM & AUA*

*Company statistics as of 8/1/2025. Client assets (as of 6/30/2025) refers to client assets under management (AUM) $32.9b and client assets under advisement (AUA) $1.3b.

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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.