At Leonardi Family Wealthcare, we’re passionate about empowering individuals and families to take control of their financial future. That’s why we regularly host live and on-demand webinars that make complex retirement and tax topics clear, practical, and actionable.

Our webinars follow the 10-Step Financial Planning Process outlined in my book, A Smarter Way to Retire. Each session is designed to give you real strategies you can use right away — whether you’re planning for retirement, managing taxes, or building a lasting legacy.

Featured Webinar

Taxes and Roth Conversions – 2026 Edition (Recorded April 2, 2026)
Taxes don’t stop when you retire — in many cases, they become more complex. In this practical session, we break down how different types of retirement income are taxed and share proven strategies to help you minimize lifetime taxes, including:

• Optimal withdrawal ordering from taxable, tax-deferred, and tax-free accounts
• The power of Qualified Charitable Distributions (QCDs)
• Strategic Roth conversions — when they make sense and how to model them
• Tax-loss harvesting and other year-end planning moves
• How to avoid common tax traps like IRMAA surcharges and bracket creep

You’ll walk away with clear, actionable ideas and a better understanding of how small tax moves today can significantly improve your retirement outcome and legacy.

Watch the Full Webinar Here

More Webinars Coming Soon

We will continue adding new sessions throughout the year covering key steps from the 10-Step Process, including:

• Sequence of Returns Risk and Portfolio Protection
• Longevity Planning with HSAs and Annuities
• Estate & Legacy Strategies
• Building and Using Your Personal Financial Model

Would you like to be notified when new webinars are released?