Your goal is straightforward. You want to transfer your wealth to the people you care about without unnecessary stress, delays, or confusion. You may know you need an estate plan, but knowing where to start can feel overwhelming.
Estate planning helps protect the assets you worked hard to build and can give you greater confidence about the future for you and your family. Join Wealth Transfer Advisor Alaina Davalos and Director of Wealth Transfer Dom Parillo as they explain the core elements of an effective estate plan and how those pieces work together. You will learn how to clarify your wishes, reduce potential complications, and create a smoother transition for your loved ones.
They’ll discuss:
While all are welcome to attend our webinars, this event is designed for individuals who anticipate having at least $750,000 in investable assets within the next year. Our presenters typically speak with that in mind.
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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.