Webinars
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
Live On vs Leave On Assets: How to Structure Your Retirement Savings for Both You and Your Heirs (Recorded Q2 2026)
Most retirees manage all their retirement savings the same way — using one investment strategy, one withdrawal plan, and one tax approach. However, not all retirement dollars have the same purpose.
In this webinar, we explore the important distinction between Live On Assets (the money you’ll spend during your lifetime) and Leave On Assets (the money you intend to pass on to your children and grandchildren). We cover:
- Why treating all retirement dollars the same way is often a costly mistake
- How to calculate your Live On vs Leave On buckets
- The impact this separation can have on taxes, investment risk, sequence of returns protection, and your legacy
- Real client examples showing meaningful improvements in probability of success and after-tax legacy
- Smart strategies for each bucket, including Roth conversions, tax-efficient withdrawals, and legacy planning tools
You’ll walk away with a clearer framework for thinking about your retirement savings and how to align your plan with both your needs and your family’s future.
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?