Live Webinar

October 7, 2026  |  1:00 PM Central

For generations, many people followed a traditional career path that ended with retirement. Today, some individuals are exploring new ways to balance work, personal priorities, and long-term financial considerations. Semi-retirement may offer an opportunity to rethink how work fits into your future.

Join financial advisors Libby Muldowney and Belle Lance as they discuss key considerations for navigating the transition between full-time work and full retirement.

You’ll learn:

  • How to define your vision and goals for your next chapter
  • Factors to consider when evaluating potential sources of retirement income
  • Key considerations when exploring health insurance options
  • General tax planning considerations for retirement
  • Important factors to consider when coordinating employee benefits, retirement accounts, and Social Security

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

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.