Live Webinar

October 28, 2026 | 1:00 PM Central

Artificial intelligence is reshaping the financial landscape, offering new tools and insights for investors. Yet when it comes to preserving and growing wealth, some of the most important decisions involve factors that extend beyond algorithms and automated recommendations.

Join financial advisors Chris Carlson and Evan Goldfuss for an engaging discussion on the role of AI in today’s financial environment. We’ll explore its strengths, its limitations, and the areas where personalized planning may help navigate the unique challenges and opportunities facing affluent individuals and families.

Key topics include:

What AI does well and where it may fall short
Risks of relying solely on algorithm-driven insights
Complex planning situations AI may not fully address
The role of personalized financial guidance alongside AI-driven tools
Questions investors should ask before acting on AI-generated advice

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

70

Savant Offices*

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Client Assets - AUM & AUA**

*Company statistics as of 6/30/2026. **Client assets refers to client assets under management (AUM) $55.7B and client assets under advisement (AUA) $1.5B.

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