Live Webinar

May 13, 2026 | 1:00 PM Central

As you age, do you worry about becoming a burden to your adult children? It’s a concern many parents share. In this educational webinar, financial advisor Patti Black walks through practical steps and general considerations designed to help you organize your affairs, clarify your wishes, and reduce stress for your adult children before a crisis occurs. Just as important, this webinar addresses one of the hardest parts of planning: starting the conversation in a thoughtful, proactive way.

In this webinar, we will discuss:

How to evaluate and communicate your longterm care preferences
Ways to organize financial information so it is easier for others to step in if needed
Why sharing contact information and key documents can help ease stress during transitions
When and why to review estate plans and personal wishes
Practical ideas for starting and continuing meaningful family conversations

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

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.