Live Webinar

November 10, 2026 | 1:00 PM Central

Retirement planning involves more than building wealth. It also requires careful consideration of how taxes may affect your financial decisions before and during retirement. Join financial advisor Joel Cundick for an educational webinar focused on tax-aware planning concepts for affluent investors.

Whether you’re approaching retirement or already retired, this session will explore tax planning considerations that may affect your retirement income, future tax liabilities, and legacy planning.

Topics include:

Creating a tax-efficient retirement withdrawal strategy
Evaluating Roth conversion opportunities
Tax-efficient investing approaches across account types
Legacy and estate tax considerations for future generations
Charitable planning opportunities that align your giving and tax goals

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

24K+

Clients Served

1986

Year Established

70

Savant Offices*

297

Employee Member-Owners

$57.2B

Client Assets - AUM & AUA**

*Company statistics as of 6/30/2026. **Client assets refers to client assets under management (AUM) $55.7B and client assets under advisement (AUA) $1.5B.

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.