Educational Seminars & Events
We built this business on teaching, not selling. Our seminars give families and professionals the clarity to make confident decisions — for us, sales are simply the byproduct of trust earned.
Our Flagship · Every Tuesday on Zoom
Free Retirement Class & Estate Planning Workshop. A four-week class for anyone planning to retire in the next one to ten years — retirement income and Social Security, taxes in retirement, protecting your nest egg, and Medicare and long-term care. Every Tuesday, 7:30–8:30 PM ET, live on Zoom, with an Estate Planning Essentials workshop in a parallel breakout room.
Taught by Dr. Sam (Sourav) Saha, Rahul Agarwal, CPA, and a registered investment adviser partner. Each week stands on its own, so you can join at any point, and every attendee may request a complimentary Retirement Readiness Review.
Save my seatThe Series
Each session is designed around a particular audience and the decisions they actually face. Every session is delivered dual-expert — Dr. Sam (Sourav) Saha covering insurance, benefits, and wealth, alongside Rahul Agarwal, CPA, covering the tax side. Most run twice: one day in person, the next online. Any session can also come to your workplace as a lunch-and-learn.
Cash flow and an emergency fund, a plan for debt, protecting your income and family, and the workplace and tax-advantaged accounts that build wealth — in plain English, for every income level.
Workplace retirement plans and benefits, savings and debt, and protecting the paycheck — presented at your workplace over lunch. HR leaders and managers can request a session.
Entity structure and depreciation from the CPA side; practice liability, key-staff benefits, and wealth accumulation from ours.
The "Corporate Buffer" income-smoothing system, diversifying lumpy commissions, plus 1031 and entity strategy with the CPA.
Designing competitive, tax-aware benefits that keep your best people — without overspending.
Disability and loss-of-license exposure, and making the most of a compressed, high-earning career window.
One of the largest financial decisions a household makes — framed clearly, with the trade-offs laid out side by side.
Parts A, B, C, and D in plain English, the deadlines that matter, and how to avoid lifelong penalties.
Co-hosted with Mike Gelfgot of Activate Brain & Body Fitness: everyday habits linked to a sharper, healthier mind, the real costs of a long retirement, and a simple health-and-wealth checklist to take home.
Vesting-year surprises, concentrated-stock risk, and coordinating equity with the rest of your plan.
Why a will alone often isn't enough, how trusts can help avoid probate and protect what you leave behind, and the documents every family should have in place — coordinated with estate attorneys.
Holding assets in both India and the U.S. raises unique questions — repatriation, cross-border reporting awareness, and U.S. estate considerations for NRI and OCI families. An education-first session, alongside qualified cross-border tax professionals.
How Our Seminars Work
A focused, plain-language session on the decisions that matter most for your situation — with experts who teach, not sell.
Real Q&A. Bring the questions you've been carrying. Everyone leaves with a simple checklist of next steps.
If a one-on-one conversation would help, we'll offer one. If not, you've still gained clarity you can use. Entirely your call.
Seminars are educational and do not constitute financial, tax, or legal advice. Topics and co-hosts vary by event and audience. Attendance carries no obligation.
Every topic above has its own page with the next in-person and online dates. Pick the one that fits your life or your business and reserve a free seat — or tell us which topic you'd like to see next.
