Retirement is a Family Affair

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.
Join Savant’s director of financial planning Anne Mank and financial advisor Lois Basil as they discuss:
• Retirement Lifestyle and Personal Goals
• Living Arrangements and Housing
• Healthcare
• Estate Planning and Legal Considerations
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.