Unlocking Your Inheritance: Smart Strategies for Retirement

October 10, 2023 1:00 PM Central

Whether you've recently received an inheritance or expect one in the future, inheritance planning is a crucial aspect of your retirement strategy. Learn how to assess and make the most of the assets you've inherited, whether it's financial investments, real estate, or other valuable property.

Join Jeff Lewis, financial advisor, and Dominick Parillo, Director of Wealth Transfer, as they discuss:

  • 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.

Can’t attend? Register anyway, and a link to the recording will be sent to all who register.

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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.