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:
Can’t attend? Register anyway, and a link to the recording will be sent to all who register.
The confirmation page may take several moments to load. Hang in there!
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.