Live Webinar

November 18, 2026 | 1:00 PM Central

Most estate plans focus on transferring wealth efficiently, but many families also want to prepare future generations for the responsibilities that may accompany inherited wealth. Join Wealth Transfer Advisor Rachel McCaw-Navin and financial advisor William Hocutt as they discuss ways to engage heirs in conversations about family values, financial decision-making, and long-term planning.

Whether you’re reviewing your estate plan or thinking about your family's long-term future, this session will guide you through considerations for preparing both your assets and your heirs as part of the estate planning process.

In this webinar, we'll discuss:

The difference between transferring assets and sharing family values and intentions
Common considerations heirs may face when inheriting wealth
Approaches for communicating family values, goals, and intentions
Ways to involve the next generation in financial discussions
The role of trusts, estate planning documents, and family governance

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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24K+

Clients Served

1986

Year Established

70

Savant Offices*

297

Employee Member-Owners

$57.2B

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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