Free Live Webinar

How Retirees With $500K+ Are Keeping More of Their Money by Coordinating the 7 Decisions That Affect Everything Else

In this free webinar, you'll learn the 7-Point Coordination System that reveals how 7 critical areas of your retirement plan interact behind the scenes, and what to do about it before costly mistakes lock in.

Date TBD Time TBD Live & Online 100% Free

Reserve Your Seat Now

Limited seats available. This is a live event.

As Seen On

What You'll Discover

Introducing the 7-Point Coordination System™

There are 7 critical areas of your retirement plan that all affect each other. Most advisors only address 1 or 2. In this webinar, Jonathan will walk you through all 7 and show you how they interact.

The Chain Reaction Most Retirees Never See

One decision in your retirement plan can quietly trigger consequences across 6 other areas. You'll see exactly how this happens so you can stop it before it compounds.

The Irreversible Decisions You May Be Getting Wrong

Some retirement decisions are permanent. You'll learn which ones can't be undone, when they lock in, and how to sequence them so they work together instead of against you.

What Changes When All 7 Points Work Together

You'll see what a fully coordinated plan looks like in practice, so you can measure your own plan against it and know exactly where the gaps are.

Save Your Seat

What You Get

Everything Included When You Attend

Live Webinar: The 7-Point Coordination System

60-minute live session with Jonathan + Q&A

$297 Value

The Retirement Coordination Checklist

21-point self-assessment across all 7 coordination areas

$97 Value

Free Chain Reaction Audit

1-on-1 session to map all 7 points against your numbers

$500 Value

Webinar Replay Access

Re-watch at your own pace after the live event

Included

Total Value: $894

FREE

Your Host

Jonathan Leonard

Jonathan 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 licensed Medicare agent, and a partner estate planning attorney, so every piece of your retirement plan is handled under one roof.

Independent Fiduciary 50+ Five-Star Reviews A+ BBB Rated Licensed in All 50 States

Client Reviews

What Clients Are Saying

★★★★★

"Jonathan has all the tools you look for in a successful wealth advisor: expert knowledge, experience, relationship capital, great communication and a zest for helping his clients achieve their financial goals. His approach to helping people secure and grow wealth is very unique and very tailored."

Randy S.

Google Review

★★★★★

"I have been working with Jonathan for a few years now and he is top-notch! Best service and absolute professional. The peace of mind I get from working with Jonathan is priceless."

Daniel

Google Review

★★★★★

"My finances were a mess, it was a great source of stress for me until I was able to sit down with Jonathan and the team. They talked to me like an actual person without throwing technical jargon at me so I could understand."

Michael J.

Google Review

★★★★★

"Jonathan helped my wife and me prepare for our retirement by assisting us with choosing a trustworthy and competent means to invest our funds. I cannot recommend Leonard Financial Solutions enough."

Eduardo M.

Google Review

★★★★★

"I highly recommend Jonathan and Leonard Financial Solutions. His expertise and support in navigating financial services are commendable. With his help, I feel more secure about my family's financial future."

Matthew M.

Google Review

★★★★★

"Jonathon is an amazing financial planner! He is honest and upfront which made me instantly comfortable. I was especially blown away by how attentive and responsive he was. He changed our lives for the better!"

Kristina S.

Google Review

Save Your Seat

Questions

Frequently Asked Questions

We'll walk through how taxes, Social Security, Medicare (including IRMAA), RMDs, and Roth conversions all interact with each other, and how one decision in any area can create a chain reaction across your entire retirement plan. You'll leave understanding the coordination problem and what to do about it.

No. This is a free educational webinar. We'll share real strategies and explain how retirement coordination works. At the end, we'll offer the option to book a complimentary strategy session if you'd like personalized help, but there's zero pressure.

Absolutely. Most advisors focus on investment management, not on coordinating how your taxes, Medicare, Social Security, and income decisions interact. This webinar will show you what to look for in your current plan and questions to ask your advisor.

Approximately 45–60 minutes, including a live Q&A at the end where you can ask Jonathan questions directly.

The strategies we cover are most relevant for pre-retirees and retirees with $500,000 or more in investable assets. If you're in that range, you'll get the most value from this session.

This is a live event and we encourage you to attend in real-time so you can participate in the Q&A. A limited replay may be available for registered attendees, but live attendance is the best way to get your questions answered.

Save Your Seat

Join Jonathan Leonard for a free live webinar where he'll reveal the 7-Point Coordination System and show you how your retirement decisions interact behind the scenes. Attendees can also book a free Chain Reaction Audit to see exactly where their plan is exposed.

Your information is 100% secure and will never be shared. By registering, you agree to receive webinar reminders via email.

Free & Secure.No credit card required