Savant Leadership Invited to Speak at TD Ameritrade’s Annual Conference
Michael Cyrs and Brent Brodeski join panel on trust
and estate planning
Continuing to exemplify the
importance of comprehensive financial planning for financial advisory firms, Savant Capital Management Director of Wealth
Advisory Michael Cyrs and CEO Brent Brodeski were invited to speak at the TD Ameritrade National LINC conference in
Orlando.
Savant, a nationally-recognized
fee-only wealth management firm, has further positioned itself as an industry
leader because of its pursuit to help bridge the gap between building wealth
and transferring wealth via its hands-on support team.
On Jan. 31, Cyrs and Brodeski
participated in the TD Ameritrade panel, “Trust and Estate Planning for
Holistic Client Relationship Management,” which included discussions about the
latest trends impacting estate planning and how to have meaningful client
conversations. Cyrs and Brodeski spoke about clients’ appreciation for
comprehensive financial planning, which includes trust and estate planning.
“It’s important for clients to have
a team with the expertise to help manage the complexities that come along with
financial planning,” said Cyrs. “We have strategically hired CPAs and attorneys
that have a deep comprehension of tax management and estate and wealth transfer
processes. This allows financial advisors to collaborate in-house and is
helping to coach individuals through important financial decisions.”
The annual TD Ameritrade National
LINC conference attracts more than 1,800 registered investment advisory firms
across the county. It uncovers latest trends, technology and business solutions
and opportunities for financial advisors to gain new perspectives on their
businesses.
Savant manages more than $5 billion
in assets and employs more than 150 team members. Headquartered in Rockford,
IL, Savant also has offices in Chicago, Freeport, Geneva, Hoffman Estates,
Naperville, Peoria, Sterling, and Wilmette, IL; McLean, VA; and Madison and
Park Falls, WI.
About Savant Capital Management
Savant Capital Management is a leading independent,
nationally-recognized, fee-only firm, serving clients for 30 years with more
than $5 billion in assets under management. As a trusted advisor, Savant
Capital Management offers investment management, financial planning, retirement
plan and family office services to financially established individuals and
institutions. Savant also offers corporate accounting, tax preparation, payroll
and consulting through its affiliate, Savant Tax & Consulting.
Savant is regularly recognized among the top wealth managers
in the United States. Savant was the recipient of the 2015 Best-in-Business
IMPACT Award™, part of Schwab’s IMPACT Awards® program to recognize excellence
in the business of independent financial advice. Savant has consistently
received other industry recognitions including recently being included on the Forbes
top 200 financial advisors list, the Barron’s top 20 independent advisory
firms list, being named the #9 rated RIA firm by Financial Planning
magazine, and included in additional top advisors lists by Financial Advisor
magazine and InvestmentNews.
Savant Capital Management is a Registered Investment
Advisor. Savant’s marketing material should not be construed by any existing or
prospective client as a guarantee that they will experience a certain level of
results if they engage Savant’s services and may include lists or rankings
published by magazines and other sources which are generally based exclusively
on information prepared and submitted by the recognized advisor. Click
here for more information about Savant or to view our Important Disclosures.
Savant Capital Management and its employees are independent
of and are not employees or agents of Charles Schwab & Co., Inc. (“Schwab”).
Schwab does not prepare, verify or endorse information distributed by Savant
Capital Management. The Best-in-Business IMPACT Award™ is not an endorsement,
testimonial endorsement, recommendation or referral to Savant Capital
Management with respect to its investment advisory and other services.
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