NRI Retirement Blind spots (Limited seating) - In Person Seminar
Join Raj, Giri, and Sree for an educational seminar created for Indian and NRI families who are building their lives in the U.S. while continuing to manage financial ties, responsibilities, and goals across both the U.S. and India. 🌎
Retirement planning for NRIs can involve more than simply saving and investing. Taxes across two countries, retirement accounts, college planning, financial aid, insurance, and long-term family goals can all create blind spots if they are not considered together.
During this session, we’ll discuss:
💰 Cross-Border Taxation for H1B & Green Card Holders — common U.S. and India tax considerations and planning blind spots.
📈 Retirement Blindspots — areas that can affect retirement income, taxes, protection, and long-term financial security.
👨👩👧👦 How to Make Your Kid a Millionaire — long-term wealth-building concepts and strategies for the next generation.
🎓 Kids’ College Savings & Financial Aid — ways to plan for college expenses while understanding financial aid considerations.
The goal of this seminar is to provide practical financial education and help families better understand the decisions they may face as they plan for retirement, their children, and their financial future.
Address: Community Room B7468, Steitz Road, Powell, OH 43065
Hosted by Manjula, Raj, Sree & Giri
All are welcome. Come with your questions and leave with a clearer understanding of some of the financial issues Indian and NRI families may need to consider.