Live Webinar

August 19, 2026 | 1:00 PM Central

Building significant wealth often introduces new financial complexities. From tax decisions and estate planning to investment management and wealth transfer, high-net-worth families frequently face risks that can affect long-term financial goals.

In this educational webinar, financial advisor Joel Cundick and Director of Wealth Transfer Dom Parillo discuss some of the most common financial risks affluent families encounter and the planning considerations that may help address them. They will examine how taxes, wealth transfer, investment strategy, and personal decision-making can influence a family's broader financial picture.

Topics include:

Common estate and wealth transfer planning challenges
Tax planning considerations related to gifting and transferring wealth
Factors that can affect multigenerational wealth transfer
Investment risks and portfolio management considerations
Liability exposure and asset protection strategies
Liquidity concerns that can arise during major life events
How investor behavior may influence long-term financial outcomes

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 audience in mind.

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Savant By the Numbers

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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