Live Webinar

May 5, 2026 | 1:00 PM Central

Join financial advisors Danielle Moore and Ashley Olivas for an educational discussion on how lifestyle choices, tax considerations, and planning decisions can influence how far a $2 million portfolio may support retirement. The conversation also explores why a long-term planning approach may be more informative than focusing solely on a single target number.

You will learn:

Why retirement success often depends on cash flow, not just net worth
How spending habits and lifestyle expectations can affect long-term sustainability
The impact taxes and account structure can have on retirement income
Ways market conditions and timing may influence long term outcomes
Common planning missteps that even well prepared retirees may encounter

While all are welcome to attend our webinars, this event is designed for individuals who anticipate having at least $2M in investable assets within the next year. Our presenters typically speak with that in mind.

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

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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.

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