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July 11, 2024

Retirement is a Family Affair [On-Demand Webinar]

by: Savant
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Making decisions about your retirement – where you want to live, how you’ll protect your assets, what kind of care you want should you ever need it – is no small task. Getting your family on board with your plans can help avoid confusion and disagreements if you become dependent on them for obtaining care. Your loved ones may also have valuable input that could help you finalize your decisions. Although these matters are ultimately up to you, involving your family can help everyone experience greater peace of mind in the long run.

Watch Savant’s Director of Financial Planning Anne Mank and Financial Advisor Lois Basil in this engaging discussion.

About Savant Wealth Management

Savant Wealth Management is a leading independent, nationally recognized, fee-only firm serving clients for over 30 years. As a trusted advisor, Savant Wealth Management offers investment management, financial planning, retirement plan and family office services to financially established individuals and institutions. Savant also offers corporate accounting, tax preparation, payroll and consulting through its affiliate, Savant Tax & Consulting.

©2024 Savant Capital, LLC dba Savant Wealth Management. All rights reserved.

Savant Wealth Management (“Savant”) is an SEC registered investment adviser headquartered in Rockford, Illinois. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy, including the investments and/or investment strategies recommended and/or undertaken by Savant, or any non-investment related services, will be profitable, equal any historical performance levels, be suitable for your portfolio or individual situation, or prove successful. Please see our Important Disclosures.

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