Life’s most important decisions don’t exist in silos. Health, financial well-being, and estate planning connect closely, and the choices in one area can shape outcomes in the others.
Join Director of Wealth Transfer Dom Parillo and financial advisor Daniel Hutcherson as they explore how individuals and families can take a more integrated approach to planning. They will examine how health considerations, wealth management strategies, and estate decisions intersect. The conversation will cover how life events, longevity planning, and evolving family dynamics can influence financial priorities and legacy goals over time.
Key discussion points include:
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 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.