Live Webinar

February 25, 2026 | 1:00 PM Central

After years of building your nest egg, retirement brings a new challenge: turning savings into a steady income stream. Managing withdrawals in a tax- and risk-efficient way while reinvesting for long-term security can feel complex.

Join financial advisors Teryn Fitzgerald and Jeff Lewis for insights on:

Types of retirement accounts
Asset location and which investments belong in each account
Strategies to help build a reliable retirement paycheck

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

47

Savant Offices*

238

Employee Member-Owners

$39.6B+

Client Assets - AUM & AUA**

*As of 1/6/2026. **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.

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.