Today's economy has caused anxiety and concern over financial issues, for both business owners and individuals. How can you educate and calm the fears of your employees, association members, and peers?
Savant Capital Management's financial experts are available to share their knowledge and advice with your organization. Through the SAGE Speaker's Bureau, organizations can request a financial expert as a speaker for:
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Corporate
Events
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Association
Meetings
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Employee Retreats
and Meetings
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Business Conferences
and Seminars
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Savant's experts base all of their information on the evidence in the marketplace. Savant's research team diligently complies the most up-to-date data from trusted financial sources so its advisors can make educated decisions on how to lead clients through the financial planning process.
Click here to request a speaker.
SAGE Speaker's Bureau Topics
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- Am I Okay? - Reevaluting retirement plans and using tools to see if your nest egg is enough
- Retirement Planning - Tools to prepare for retirement, and how to manage your money when you reach retirement
- How to Weather Bear Markets & Not Fall into the Traps - Where should you put your money?
- Avoiding Investment Potholes - Identifying frequent missteps
- MythBusters for Investors - Not everything you hear is true, and Savant will de-bunk financial myths
- Navigating Turbulent Markets - Using evidence-based investing to make wise decisions
- Transformational Philanthropy: Integrated Planning, Intentional Giving - Advice on leaving a legacy through charitable trusts and other vehicles
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- Socially Responsible/Sustainable Investing in a Green World - Choosing investments that support your environmental concerns
- Attaining Family Goals through Multigenerational Planning - Ways to maximize your wealth that benefit the whole family
- Approaching Zero Taxes: Creative Investment Strategies to Survive April 15 - Finding investments that work within a tax strategy
- Basics in Tax Preparation - Basics of filing income taxes
- Ten Characteristics of an Ideal 401(k) Plan - Educating and enabling managers to aspire to excellence in their role as investment stewards regarding their employee’s retirement plan assets.
- Effective Governance for Non-Profit Foundations - Providing a process and framework for managing your foundation, endowment, or other non-profit organization’s assets.
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Not seeing a topic that applies to your group? Suggest one! Email us at suggestions@savantcapital.com to propose a topic for our Speaker's Bureua to present to you.
Meet the Speakers
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Click on the name or picture to view a full biography for that advisor.
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Tracy S. Beard
CFP®
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Brian J. Knabe
MD
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Richard A. Bennett
CFSC, CFP®, AIF® |
Jerry S. Korabik
CFP®, AIFA® |
Wendy M. Blair
CFSC, CFP® |
Scott K. Laue
JD, CRPS (SM)
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Brent R. Brodeski
MBA, CPA, CFP®, CFA®, AIFA® |
Brent A. Lindell
CTFA |
James A. Carter
MBA
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Thomas A. Muldowney
MSFS, ChFC®, CLU©, CFP®, CMP©, AIF® |
Brian P. Conroy
CFP® |
Thomas J. Ptacin
MBA, CFP® |
Theresa A. Harezlak
CFP® |
John D. Schissel
QPA, CPC, CLU® |
Tawn M. Jacobs
MST, CPA, CFP®
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