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
Your Mind and Your Money. Co-hosted with Mike Gelfgot of Activate Brain & Body, this signature evening pairs cognitive health with financial health — because protecting both is what a long, well-lived retirement actually requires.
It's a relaxed, education-first format: no pressure, no pitch from the stage, and plenty of room for the questions people are often afraid to ask. You'll leave with a clearer picture and a checklist, whether or not we ever work together.
Ask about the next dateThe Series
Each session is designed around a particular audience and the decisions they actually face. Many are delivered dual-expert — Lithos covering insurance, benefits, and wealth, alongside a CPA partner covering the tax side.
Entity structure and depreciation from the CPA side; practice liability, key-staff benefits, and wealth accumulation from ours.
Buy-sell structures, retaining key associates, and turning a practice into a comfortable, well-planned retirement.
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.
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.
Tell us which topic fits your life or your business, and we'll let you know when and where it's happening next — in person or online.
