The 7 Point Retirement Coordination System™
The 7 Point Retirement Coordination System™
How Retirees With $500K+ Are Keeping More of Their Money by Coordinating the 7 Decisions That Affect Everything Else
How Retirees With $500K+ Are Keeping More of Their Money by Coordinating the 7 Decisions That Affect Everything Else
Thursday September 10th at 11:30am EST
Introducing the 7-Point Coordination System™
Learn how 7 critical areas of your retirement plan interact behind the scenes and what to do about it before costly mistakes lock in.
In this free webinar, you'll learn how 7 critical areas of your retirement plan interact behind the scenes, and what to do about it before costly mistakes lock in.
Retirement Income Planning.
Medicare Planning.
Tax Planning.
Estate Planning.
Roth Conversions.
RMD Planning.
Social Security Planning.
Long Term Care Planning.
- Retirement Income Planning.
- Medicare Planning.
- Tax Planning.
- Estate Planning.
- Roth Conversions.
- RMD Planning.
- Social Security Planning.
- Long Term Care Planning.
The
Most advisors only address 1 or 2. In this webinar, Jonathan will walk you through all 7 areas and show you how to integrate them all into a holistic plan.
The
Most advisors only address 1 or 2. In this webinar, Jonathan will walk you through all 7 areas and show you how to integrate them all into a holistic plan.
Your Host
Jonathan Leonard is the founder of Leonard Financial Solutions, an independent fiduciary who has guided 200+ families through coordinated retirement planning, overseeing more than $200M in retirement assets. Unlike most advisors who specialize in just one area, Jonathan built his practice around coordination, connecting taxes, Social Security, Medicare, income planning, and estate planning into one unified strategy.
His team includes a financial advisor, a CPA, a licensed Medicare agent, and a partner estate planning attorney, so every piece of your retirement plan is handled under one roof..s.
Your Host
Jonathan Leonard is the founder of Leonard Financial Solutions, an independent fiduciary who has guided 200+ families through coordinated retirement planning, overseeing more than $200M in retirement assets. Unlike most advisors who specialize in just one area, Jonathan built his practice around coordination, connecting taxes, Social Security, Medicare, income planning, and estate planning into one unified strategy.
His team includes a financial advisor, a CPA, a licensed Medicare agent, and a partner estate planning attorney, so every piece of your retirement plan is handled under one roof.
s.
Thursday September 10th at 11:30am EST
