Live Webinar

June 17, 2026 | 1:00 PM Central

Where to live in retirement involves both financial and emotional considerations. Some retirees consider relocating to warmer climates or downsizing to maintenance-free communities. These choices can affect relationships, daily routines, and long-term lifestyle goals.

Relocation requires careful planning, thorough research, and a clear evaluation of trade-offs. Each option can carry financial considerations that may influence an overall wealth plan.

In this webinar, financial advisors Evan Goldfuss and Miriam Falaki discuss general concepts for educational purposes, including:

Common mistakes to avoid when relocating in retirement
Key considerations when selling, purchasing, or financing a home
How the new property may affect a balance sheet and estate plan
Potential tax changes to consider as part of the decision

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.

Sign up for this webinar

First Name*

Last Name*

Email*

Phone*

Zip*

To provide you with the best experience and most relevant content, please provide an estimate of your investable assets.*

Are you planning on hiring a financial advisor in the next 12 months?

What is or will be your primary source of retirement income?

Comments

I consent to sharing my information with Savant. By proceeding, you agree to receive communication from Savant. You can opt out at any time.

Savant By the Numbers

17K+

Clients Served

1986

Year Established

66

Savant Offices*

255

Employee Member-Owners

$49.5B

Client Assets - AUM & AUA**

*As of 4/1/2026. **Client assets (as of 3/31/2026) refers to client assets under management (AUM) $47.6B and client assets under advisement (AUA) $1.9B.

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.