Are You on Track to Retire?

Description

Most people planning for retirement ask one question: “Do I have enough?” This session will explore the equally important questions that are often overlooked. Where will monthly income come from? How could taxes and healthcare affect the plan? When should Social Security enter the picture? And what are you actually retiring to? Brad Stewart of Savant Wealth Management will share practical strategies and lesser-known planning considerations to help attendees approach retirement with greater clarity and confidence. Brad Stewart is a Lead Advisor and Financial Advisor with Savant Wealth Management, where he helps families and business owners with comprehensive wealth management — including retirement planning, income tax strategy, business succession, and estate planning. A lifelong Freeport resident, Brad graduated from Freeport High School and attended Highland Community College before earning his undergraduate degree from Northern Illinois University. He joined Savant in 2013, and has spent the last 10 years in their Freeport office working directly with clients. Brad holds the CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Exit Planning Advisor (CEPA), and Personal Pension Consultant (PPC) designations. He is actively involved in the community, serving on the boards of directors for the United Way of Northwest Illinois and the Highland Community College Foundation. Outside of work, Brad and his wife Katie — also a lifelong Freeport resident — enjoy raising their two children and spending time with family.