Live Webinar

November 4, 2026 | 1:00 PM Central

As the year draws to a close, now is the time to evaluate opportunities that may help improve tax efficiency and align your wealth with your long-term financial goals. Join financial advisor Chase Hutter and senior tax strategy advisor Joe Marmorato for a timely discussion on year-end tax planning considerations for high-net-worth individuals and families.

During this webinar, we’ll explore:

Key tax planning opportunities to consider before year-end
Strategies for managing capital gains and losses
Charitable giving techniques and potential tax benefits
Tax-efficient retirement and income planning considerations
Planning around concentrated stock positions and equity compensation
Potential opportunities arising from changing tax laws and market conditions
Common year-end planning mistakes and ways to help avoid them

Whether you’re evaluating charitable giving strategies, managing investment-related tax considerations, or preparing for the year ahead, this session will explore planning opportunities and potential challenges that may be relevant to your financial situation.

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.

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