Live Webinar

June 3, 2026  |  1:00 PM Central

Planning for retirement involves more than just saving money. Key milestones may shape long-term outcomes and influence important financial and healthcare decisions. In this webinar, financial advisors Chris Ruedi and Libby Muldowney will highlight important ages and decision points that may present both risks and opportunities.   

You’ll learn about: 

  • Key ages that can affect retirement savings and common planning strategies 
  • Factors commonly considered when evaluating Social Security enrollment timing 
  • Health insurance options before and after Medicare eligibility 
  • Medicare planning considerations, including IRMAA-related costs  
  • Timing considerations when evaluating tax implications of withdrawal strategies 

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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Savant By the Numbers

Savant Owl

17K+

Clients Served

Established 1986

1986

Year Established

Savant Wealth Offices

66

Savant Offices*

Savant Member-Owners

255

Employee Member-Owners

Assets

$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.

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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.