Greetings to our current and prospective Chapter Members and welcome to the American Financial Education Alliance (AFEA) chapter website for Pittsburgh, PA #5039! 

As an IRS-approved, 501(c)(3) non-profit organization, our mission is to empower Americans to take control of their finances by providing local communities with objective financial education. 

It is our pleasure to educate our local communities and share how AFEA works to provide all Americans with the education and experience they need to enhance their financial understanding and management. AFEA specializes in providing high-level financial education classes and events at establishments of all types: Libraries | Universities, Colleges, Junior Colleges | Businesses | Nonprofit and Fundraising Organizations 

Class offerings include: 
A Guide to 401k Rollovers ♦ The ABCDs of Medicare ♦ Advanced Estate Planning ♦ An Introduction to Annuities ♦ Business Continuation Planning ♦ College Planning ♦ The Essentials of Estate Planning ♦ Financial Planning Basics ♦ Investing for Women ♦ IRAs, Annuities, and Other Sources of Retirement Income ♦ Living a Tax-Free Retirement ♦ Most Common Financial Mistakes ♦ Myths and Facts About Annuities ♦ Planning for Long-Term Care ♦ Retirement Basics ♦ Retirement Income Planning ♦ Roth IRA Conversions ♦ Safe Money Principles of Retirement Planning ♦ Social Security Benefit Options ♦ Special Needs Planning ♦ Understanding Your IRA ♦ Understanding Your Roth IRA ♦ Variable Annuities ♦ Women and Money ♦ Your Employee-Sponsored Retirement Plan 

We invite you to attend our local workshops and become an active member by participating in our educational events throughout the community. 
Thank you for visiting your local Chapter’s website; we look forward to seeing you in a class soon!

As President of Leonard Advisory Group, LLC, Josh leads with a commitment to delivering tailored investment solutions that reflect the unique financial journeys of individual clients and their families. From identifying cash flow needs to implementing proper asset allocation strategies, Josh employs a personalized and intentional approach aimed at serving clients' best interests. His dedication to critical thinking and discipline has fostered long-lasting relationships built on trust and mutual understanding. By empowering clients to thrive financially and navigate complex financial landscapes with confidence, Josh ensures their success in achieving their goals.

Through his popular podcast, "Relax, It's Retirement," Josh delves into the concept of intentional retirement, leveraging the same authenticity and relationship-building approach he shares with clients and his team at Leonard Advisory Group, LLC. Additionally, Josh is a contributing author for Kiplinger.com, a guest speaker on the "Protecting Your Profits" Radio Show, and a host of regular retirement webinars. He has also presented investment strategies at industry conferences, further solidifying his expertise and reputation in the financial advisory field. Josh's academic background includes a dual major in Finance and Political Science from Baldwin-Wallace University, supplemented by a study abroad experience at Hong Kong Baptist University. He holds his securities and life insurance licenses. 

Josh grew up in Pittsburgh, PA and resides in St. Joseph, MI with his wife Yana, their children, Eli and Isaac and Layla, a golden retriever. They enjoy volunteering their time and actively support various community fundraisers. Josh is an avid outdoorsman and enjoys competing in bike races and triathlons. In their spare time, they enjoy traveling and spending time with family at Kelleys Island, OH.