Optimizing Your Inheritance

June 12, 2024 1:00 PM Central

Join us for a virtual event.

  • Tax-efficient strategies: Discover smart tax planning techniques to help minimize tax burdens on your inherited wealth, leaving you with more money for retirement.
  • Investment and portfolio management: Get insights into investment strategies designed to help grow your inheritance and build a robust retirement portfolio.
  • Estate planning: Explore the importance of proper estate planning and how it can help safeguard your wealth for generations to come.
  • Retirement readiness: Assess your current retirement preparedness and gain practical tips on optimizing your financial readiness for retirement.

While all are welcome to attend our webinars, this event is designed for individuals who anticipate having at least $500,000 in investable assets within the next year. Our presenters typically speak with that in mind.

Register for this webinar

I consent to sharing my information with Savant. By proceeding, you agree to receive communication from Savant. You can opt out at any time.

Wise Counsel By Your Side

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. We are committed to helping our clients pursue peace of mind through the collective insight, wisdom, and perspective that we offer. That’s Wise Counsel by your side.