Live Webinar

November 12, 2026  |  1:00 PM Central

Preparing for retirement as a university professional can be both exciting and complex. While there is much to look forward to as you approach this important milestone, overlooking key planning considerations may affect your long-term financial goals. This educational webinar will explore retirement planning topics that university professionals may want to evaluate as they prepare for the years ahead.

Join financial advisors John Clarke and James Haygood as they discuss:

  • How SECURE Act 2.0 may affect retirement planning strategies
  • Key considerations when evaluating Roth conversions
  • Potential retirement and planning implications of recent federal tax law changes
  • Understanding the impact of interest rate changes on TIAA Traditional accounts
  • Portfolio considerations for the current market and economic environment

While all are welcome to attend our webinars, this event is designed for individuals who have saved at least $1 million for retirement. Our presenters typically speak with that in mind.

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Savant By the Numbers

Savant Owl

24K+

Clients Served

Established 1986

1986

Year Established

Savant Wealth Offices

70

Savant Offices*

Savant Member-Owners

297

Employee Member-Owners

Assets

$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.

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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.