Back to the Basics - Savant Launches Workshop Series
April 13, 2011
Savant Capital Management, a locally owned, nationally recognized wealth management firm, invites individuals throughout the various stages of life to join them as they go back to the basics in 2011. Savant Portfolios advisors are launching a series of workshops that will teach important investment principles, how to organize personal finances to reduce stress and protect families, and how to leverage time-tested strategies to seamlessly transition into a fulfilling retirement.
What’s Next: Planning for a Successful Retirement
Tuesday, April 19
Are you considering retirement within the next few years? Advisors will discuss how much you need to retire, how to create retirement income from investments, when nursing home insurance makes sense and strategies to manage taxes, optimize cash flow and plan your estate. This session is geared towards individuals who are 50 years and older.
Back to the Basics: Investments for Beginners
Tuesday, May 10
This session is for the beginning investor or those looking to better understand how investment markets work. Attendees will learn about the different types of investments and how each relates to inflation and taxes. Advisors will show how to build a globally diversified, low-cost, tax-efficient portfolio.
Planning for a Lifetime of Financial Success: A Blueprint for Smart Decisions
Tuesday, June 14
This workshop will address the broad range of financial planning issues one faces during their working years while raising a family and leading up to retirement. It is ideal for attendees aged 20 to 55 who want to position themselves for financial success. Basic retirement savings strategies will be reviewed along with savings options, a framework for effective investing, life insurance planning, college savings, tax strategies, managing debt and the basics of wills, trusts and estate planning.
Registration: 6:15 p.m.; Program begins at 6:30 p.m.
Savant Capital Management
7202 Argus Drive, Rockford
To RSVP: Call Savant Capital Management at 815-227-0300 or email firstname.lastname@example.org.