FREE RETIREMENT CLASS · EVERY TUESDAY ON ZOOM

The Lithos Retirement Roadmap

A free four-week class for anyone planning to retire in the next 1 to 10 years — with an estate planning workshop every week.

Reserve Your Free Seat

Presented by LITHOS

Retirement Is a Plan, Not a Date.

If you plan to retire in the next ten years, the decisions in front of you — when to claim Social Security, how your income will be taxed, how to protect your savings, and how to pay for healthcare — are among the largest you will ever make. This free, education-first class takes them one Tuesday at a time, live on Zoom, 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 Tuesday, an Estate Planning Essentials workshop runs in a parallel breakout room.

The Four-Week Cycle

Four Classes, One Complete Picture

The Audience

Who This Class Is For

Your Guides for the Session

Meet the Speakers

At Lithos, our mission is to create wealth for families. Through layered planning and a team of trusted professionals, we provide comprehensive insurance, wealth, tax, and real estate solutions that empower clients across the country to protect what matters today and build lasting legacies for tomorrow.

Reserve Your Seat

Free Admission. RSVP Required.

Limited seats. Choose the date and format that work best for you.

Please choose a session.
Please enter your first name.
Please enter your last name.
Please enter a valid email address.
Please enter a 10-digit mobile number.
Please enter your city.
Please choose your state.
Please tell us who invited you (or type “Found it online”).
This information is for educational and follow-up purposes only. Submitting this form does not create a client relationship and does not constitute financial, tax, legal, insurance, investment, real estate, mortgage, or lending advice. A licensed professional will review your request and follow up as appropriate. Email and SMS communications are used only according to the consent selections provided above.
Questions

Frequently Asked Questions

Which dates and formats are available?+
How long is it?+
Do I have to attend all four classes?+
No. Each week stands on its own, so you can join at any point in the cycle. One registration covers four consecutive Tuesdays, and we email the Zoom link and that week's topic before each class. Attend as many as you like.
What is the Estate Planning Essentials breakout?+
A separate breakout room that runs every Tuesday at the same time. It covers the core documents every family needs, how beneficiary designations and account titling decide who receives what, and what probate is. It repeats weekly, so you only need to attend once — many people choose the week whose main topic is least relevant to them. General education only; Lithos is not a law firm.
Is this really free?+
Yes. There is no cost to attend and no obligation. Spouses and family members are welcome.
Will you try to sell me something?+
The class is educational. Every attendee may request a complimentary Retirement Readiness Review, where products and services may be discussed. It is entirely your choice.
Are you affiliated with Social Security or Medicare?+
No. Lithos is a private financial services firm and is not affiliated with, endorsed by, or connected to the Social Security Administration, the federal Medicare program, or any government agency. No specific Medicare plans are discussed and no enrollment happens at any class.
What's the difference between in-person and online?+
Same content, same speakers, same live Q&A. In-person attendees get printed take-home materials and face-to-face conversation; online attendees receive the materials digitally and the Zoom link by email after they RSVP (and again in the reminder an hour before). Choose whichever date and format fits your week.
Can I bring someone?+
Please do — the best decisions get made together. Tell us how many guests are joining you on the form, and after you RSVP you'll be able to send them a personal invitation so they get their own confirmation and reminders.

This workshop is for educational purposes only and is not tax, legal, or investment advice. Attendees may request a complimentary review, where products and services may be discussed. No outcome is guaranteed.

Medicare session: this event is only for educational purposes and no plan-specific benefits or details will be shared. For accommodations of persons with special needs at meetings, call +1 317 668 7286 (TTY 711). Lithos is not connected with or endorsed by the U.S. Government or the federal Medicare program; official information is at Medicare.gov or 1-800-MEDICARE.

Lithos is not affiliated with the Social Security Administration. Information about Social Security benefits is available free of charge from the SSA at ssa.gov or 1-800-772-1213.

Investment topics are presented by a registered investment adviser partner. Lithos Insurance Advisory LLC does not offer securities or investment advisory services. Estate planning content is general education; Lithos is not a law firm and does not provide legal advice. Tax figures are reviewed by Rahul Agarwal, CPA.