Live Webinar

March 4, 2026 | 1:00 PM Central

To help avoid a big tax surprise, you may need to rethink how you approach tax planning. By staying proactive and planning throughout the year instead of focusing only on tax time, you can work to reduce surprises and make informed decisions.

Join financial advisor Joel Cundick for an educational webinar that explains ways to incorporate tax planning throughout the year.

Topics include:

Strategies for potentially lowering your adjusted gross income (AGI)
How capital gains and dividend tax rates work
Considerations for managing Medicare surtax exposure
Factors to weigh when deciding whether a Roth conversion fits your situation
Approaches that may help make your portfolio more tax efficient

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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1986

Year Established

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Savant Offices*

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Client Assets - AUM & AUA**

*As of 2/10/2026. **Client assets (as of 12/31/2025) refers to client assets under management (AUM) $38.1b and client assets under advisement (AUA) $1.5b.

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