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Savant Events

Savant's vision for the future includes imparting wisdom and perspective to our clients and community regarding financial and other matters.  To achieve this, Savant has created a series of educational events through the SAGE Advice Series and the Savant Wise Wealth Forum.  Savant brings insight in areas such as financial planning, investments, personal security, multi-generational family planning, tax, philanthropy, and life planning to educate clients and the community.  Savant also periodically hosts a series of presentations called Savant 101: Timeless Investment Principles to offer refresher courses for clients on timeless wisdom while also providing prospective clients a glimpse of Savant's investment philosophy and approach. 

Contact us at 815-227-0300 or click on an event below to register for an upcoming event or to learn more.

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SAGE: Doing Retirement Right!
September 15, 2010 – NIU (Rockford, IL)

     

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  WWFE: "It's Not as Bad as You Think" featuring Brian Wesbury
October 6, 2010 – NIU (Rockford, IL)
     

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SAGE: The Next Generation of Tax Management
October 14, 2010 – NIU (Rockford, IL)

     
/uploadedImages/Savant_CMS_Website/Events/SAGE_Advice_Events/SAge taxes.jpg    SAGE: Basics in Tax Preparation for Investors
November 2, 2010 – NIU (Rockford, IL)

View On Demand replays of previously held SAGE or Wise Wealth Forum events.

 

 


Centre For Fiduciary Excellence
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