Live Webinar

April 22, 2026 | 1:00 PM Central

This timely webinar focuses on post-tax filing strategies to help individuals and families assess the results of the most recent tax year and identify planning opportunities before year-end preparation begins.

Chief Investment Officer Zach Ivey and Senior Tax Strategy Advisor Joe Marmorato will discuss how a post-filing review can help guide decisions around investment structure, charitable giving, cash flow management, and tax planning considerations. The conversation will focus on using completed tax returns as a planning tool, not a record to file away.

Key topics include:

What your completed tax return can reveal about planning opportunities
Common post-filing considerations for high-net-worth investors
How to evaluate tax efficiency across income, investments, and assets
Strategic conversations to have now rather than during next tax season
How coordinated tax and investment planning can help support long-term 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

17K+

Clients Served

1986

Year Established

46

Savant Offices*

238

Employee Member-Owners

$39.6B+

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.

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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