Live Webinar

March 18, 2026 | 1:00 PM Central

Transferring wealth according to your wishes takes more than just a basic will. Without the right strategies in place, taxes, court delays, and family disputes can erode what you’ve worked a lifetime to build.

A thoughtful estate plan can help protect your legacy, reduce complexity, and support long-term financial planning for future generations. Join wealth transfer specialists Alaina Davalos and Dominick Parillo for a practical discussion on how affluent families can approach estate planning with intention.

Essential estate planning documents
How the probate process works
Asset protection and distribution strategies
Health care and end-of-life planning
Tax considerations that can affect your estate

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 By the Numbers

17K+

Clients Served

1986

Year Established

46

Savant Offices*

238

Employee Member-Owners

$39.6B+

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.

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.