Webinars
At Leonardi Family Wealthcare, we’re passionate about empowering individuals and families to take control of their financial future. That’s why we offer engaging webinars that guide attendees through the 10-Step Financial Planning Process outlined in my book.
Our webinars are designed to make financial planning accessible, interactive, and actionable. Whether you’re just starting to think about retirement or looking to refine your current plan, these sessions provide a clear roadmap to help you achieve financial confidence and independence.
During the webinars, we’ll explore topics such as:
- Getting organized and understanding your financial picture
- Building a realistic financial model tailored to your goals
- Setting expectations for retirement and beyond
- Assessing and optimizing your investment strategy
- Exploring ways to secure your family’s future
Each session is filled with practical tips, real-life examples, and the opportunity to ask questions. You’ll leave with a better understanding of the steps you need to take to align your finances with your life goals.
We welcome individuals, families, and small business owners to join these sessions and take the first step toward a confident and successful retirement. Keep an eye on this page for upcoming webinar dates, or contact us directly to learn more!