Live Webinar

September 2, 2026 | 1:00 PM Central

Building significant wealth is one achievement. Preserving it and transferring it thoughtfully across generations can present a different set of challenges. Join financial advisor Evan Goldfuss for an insightful discussion on the strategies affluent families often consider to help maintain financial resources, support family goals, and align financial decisions with their legacy objectives.

During this webinar, you'll gain perspective on:

Tax-efficient approaches that may help reduce unnecessary tax drag
Common investor behaviors that can affect long-term outcomes and considerations for avoiding common investing pitfalls
Gifting strategies that may support family wealth transfer objectives
Estate planning considerations for preserving assets and facilitating an orderly transfer of wealth
Philanthropic approaches that may enhance charitable impact while aligning with broader financial 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.