Live Webinar

July 8, 2026 | 1:00 PM Central

Evaluating when it may be appropriate to step away from your career is a significant financial decision. This webinar explores key factors that can influence retirement readiness, including income planning, investment strategy, healthcare costs, and lifestyle goals. Whether retirement is just around the corner or still years away, this session can help you evaluate considerations for your next step.

Financial advisor Jeff Lewis and senior managing partner and financial advisor Jake Loescher will share perspectives on planning for retirement and navigating key financial considerations.

Attendees will learn how to:

Evaluate your current financial picture and retirement readiness
Review income planning strategies and investment considerations
Assess healthcare costs and long-term financial needs
Align lifestyle goals with available resources
Identify potential gaps and opportunities within your plan

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

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To provide you with the best experience and most relevant content, please provide an estimate of your investable assets.*

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Savant By the Numbers

17K+

Clients Served

1986

Year Established

69

Savant Offices*

255

Employee Member-Owners

$49.5B

Client Assets - AUM & AUA**

*As of 6/2/2026. **Client assets (as of 3/31/2026) refers to client assets under management (AUM) $47.6B and client assets under advisement (AUA) $1.9B.

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.