Live Webinar

January 28, 2026 | 1:00 PM Central

Technology is reshaping the financial landscape with AI-driven tools, robo-advisors, and digital assets such as Bitcoin, changing how some investors approach retirement planning. Technology can offer speed and data, but it cannot replace the wisdom, context, and judgment that lead to informed decisions and sound investing principles.

Join financial advisors Jeff Lewis and Cory Barel for an insightful discussion on:

How AI and automation are transforming retirement planning
What you need to know about Bitcoin and other emerging trends
Timeless investing principles to help keep you focused
Behavioral coaching strategies that may help investors make informed decisions

Why tuning out market noise can be beneficial
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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17K+

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1986

Year Established

46

Savant Offices*

202

Employee Member-Owners

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Client Assets - AUM & AUA**

**As of 10/1/2025. **Client assets (as of 9/30/2025) refers to client assets under management (AUM) $37.1b and client assets under advisement (AUA) $1.3b.

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