Financial Planning Webinars | John Gigliello, CFP®

The 2025 Tax Changes That Could Save You Money

Watch the latest episode of the monthly podcast as we break down the key changes to the tax code that could affect your return this April.

Watch Now

2025 Outlook

In this 2025 Financial Outlook, we include a special bonus section on tariffs, how they work and what they might mean for the economy and markets. In this webinar, LPL Financial Planner John Gigliello takes a look at what experts expect in the 2025 market and economy.

Watch Replay

SECURE Act 2.0

The Setting Every Community Up for Retirement Enhancement Act (SECURE Act) was signed into law in late 2019.

Barely three years later, Congress has enhanced the landmark bill with another overhaul of the nation's retirement laws.

Dubbed SECURE Act 2.0, the bill aims to strengthen the financial safety net by encouraging Americans to save for retirement.

In this video, CERTIFIED FINANCIAL PLANNER™ John Gigliello explains 9 key changes in the retirement laws which could affect you.

Watch video

Medicare 101

30 Minutes to Savvy Cybersecurity

Should I Stay or Should I go?

What should you do with your retirement money, like a 401(k), 403(b) or similar plan, once you leave your job? A lot of people who come into my office mistakenly think this is an easy choice, but that’s rarely the case. Depending on your particular situation, you may have up to six different options from which to choose.

Tax Planning Through the Four Stages of Retirement

As a financial planner and an enrolled agent with the U.S. Treasury Department, I've seen many people make mistakes and pay more taxes in retirement than is necessary.

When that happens, it actually makes my job harder because they have less income in retirement and we have to find ways to make their portfolios last.

This video helps break down the jargon and identifies four key areas where tax planning is critical.

Social Security: Basic Rules and Claiming Strategies

Because your retirement income is too important for guesswork.

Hackproof Your Smartphone

8 things you can do to make your smartphone more secure.