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Women's Wealth Initiative

Empowering Women to Pursue Their Best Financial Futures

Women often have unique planning needs and financial challenges. They tend to live longer, save less, invest more conservatively, and take breaks from the workplace to care for others. More and more, women are key managers in household finances and are influential leaders in business and their community. It’s now more important than ever for women to take charge of their personal finances.

The mission of Savant’s Women's Wealth Initiative is to inspire, inform, and empower you to pursue your best financial future. Through educational and inspiring events, networking opportunities, and resources on financial planning topics specific to women, we hope you will feel confident in “taking ownership” of your personal finances and, perhaps, even consider a career in finance!

We invite you to join our community of women in pursuit of their best financial futures.

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Resources for Women

Tax Planning for Working Families

Are you a working parent? Review your past tax returns, plan for future filings, and see if your family is eligible for these three tax credits.

Unique Assets and Your Estate Plan

It's not just money we leave to our heirs. Do you have a plan for who will receive your family heirlooms and collectibles after you pass?

How to Create a Budget You'll Stick To

Whether or not you have made New Year’s resolutions in the past, consider making at least one this year: Resolve to create a budget and stick to it.

Retirement Plan Options for Small Business Owners

Offering a retirement plan can be an efficient way to realize tax savings, help attract and retain employees, and start your own nest egg.

Need to Know: Social Security Benefits 101

Women tend to live longer and rely on Social Security benefits more than men. Do you understand how work credits and the benefit system work?

"The Gen X Jam" - Can You Relate?

Many Gen-Xers are struggling with the weight of upcoming retirement, putting kids through college, and caring for aging parents. What can you do?

Side Hustle Now, Financial Security Later?

Do you have a side hustle? There may be an opportunity for you to establish your own Solo 401(k) plan, defer taxable income, and save for retirement.

Coping with Serious Illness: Funding & Support

“What did the doctor say?” Identify and manage potential sources of financial stress that can arise from a serious illness.

About Savant's Women's Wealth Initiative

Savant's Women's Wealth Initiative reflects our vision to help build ideal futures for our clients, our team and the communities we serve by:

Empowering women to take ownership of their personal finances and
Inspiring more women to choose a career in finance.

A committee was formed to help shape the initiative and guide its direction to ensure that Savant empowers, informs, and inspires women about finances.

Committee Members

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