Semi-Retirement

September 11, 2024 1:00 PM Central

Planning for a lasting retirement requires careful consideration because there’s no turning back. You only retire once, so it is important to get it right!

Many big decisions need to be made before you retire, so it may be tempting to skip the planning, especially if you don’t know where to start.

Take the first step and join financial advisor Chris Ruedi and financial planner Joe Marmorato as they walk through key topics to consider as you plan to leave the workforce, including:

  • Determining retirement needs
  • Building retirement income streams from various sources
  • Determining appropriate cash reserves
  • Minimizing taxes
  • Estate planning
  • Creating well-being in retirement

While all are welcome to attend our webinars, this event is designed for individuals have saved at least $500,000 for retirement. Our presenters typically speak with that in mind.

Register for this webinar

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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.