'Annuities: Fact vs. Fiction' ONLINE WORKSHOP

The Unbiased Truth About Annuities

Thursday August 13th at 11:30am EST

WHAT YOU'LL LEARN

- What an annuity actually is — and what specific retirement problem it's designed to solve (hint: it's not what most people think)

- How to know if an annuity fits YOUR retirement income plan — not a generic yes/no, but a clear framework based on your actual numbers

- How to tell a strong annuity contract from a weak one — the fine print details most people never think to check

- The questions to ask before you buy — so you walk in as an informed buyer, not a prospect

Your Host

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..
To change and reuse text themes, go to Site Styles.

Register Below - Annuity Education Workshop

Thursday August 13th at 11:30am EST

First Name *

Last Name *

Phone *

Email *

What is your #1 annuity question?

By checking this box, I consent to receive marketing text messages from Leonard Financial Solutions about the educational webinar. Message frequency varies, message & data rates may apply. Text HELP for assistance, reply STOP to opt out.

'Annuities: Fact vs. Fiction' ONLINE WORKSHOP

The Unbiased Truth About Annuities

Thursday August 13th at 11:30am EST

WHAT YOU'LL LEARN

- What an annuity actually is — and what specific retirement problem it's designed to solve (hint: it's not what most people think)

- How to know if an annuity fits YOUR retirement income plan — not a generic yes/no, but a clear framework based on your actual numbers

- How to tell a strong annuity contract from a weak one — the fine print details most people never think to check

- The questions to ask before you buy — so you walk in as an informed buyer, not a prospect

Your Host

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..To change and reuse text themes, go to Site Styles.

Register Below - Annuity Education Workshop

Thursday August 13th at 11:30am EST

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..
To change and reuse text themes, go to Site Styles.