Live Webinar

March 11, 2026 | 1:00 PM Central

Retirement marks the beginning of a new chapter shaped by choice, flexibility, and intention. Join financial advisor Evan Goldfuss for an informative webinar that explores the habits and perspectives shared by affluent retirees who want their wealth to support a full, purposeful, and well-balanced life.

Evan will discuss how retirees with more complex financial situations approach long-term planning beyond the basics, including health, personal growth, family considerations, and legacy. This educational session is designed to provide practical insights for those navigating retirement decisions with more complex financial lives.

You will learn how to:

Clarify a retirement vision that aligns lifestyle goals, family priorities, and shared decisions with your spouse or partner
Treat health and longevity as essential components of your overall retirement plan
Stay mentally engaged through lifelong learning and personal growth
Manage wealth with an eye toward tax efficiency, income sustainability, and risk management
Give back with intention through philanthropic and legacy planning
Adapt to market changes, life transitions, and evolving priorities
Identify passions that bring structure, meaning, and fulfillment to daily life

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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Clients Served

1986

Year Established

46

Savant Offices*

238

Employee Member-Owners

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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.

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