🚀 Building Wealth in America: A Financial Roadmap for Every Family
​Many families work hard, earn well, save consistently, and prioritize their children’s future — yet important financial planning opportunities are often overlooked.
​Questions around college savings, retirement readiness, tax optimization, cross-border finances, estate planning, and wealth transfer can become increasingly complex as income and responsibilities grow.
​This in-person educational seminar is designed to help Indian families better understand how financial priorities evolve through different stages of life — and how to make more informed decisions for the future.
​Join Giri Lankipalle — Forbes Finance Council member, author, and financial educator — for a practical and insightful session focused on helping families build a more organized, tax-efficient, and protected financial life.
​Topics We’ll Cover
​College savings strategies for children
​Mid-year tax optimization opportunities
​Retirement planning and creating a long-term roadmap
​Cross-border financial planning considerations for Indian families
​Estate planning and estate tax considerations in Portland
​Protection planning for families and dependents
​Understanding taxable, tax-deferred, and tax-exempt strategies
​Common financial blind spots many high-income families miss
​How to build, protect, optimize, and transfer wealth intentionally
​Who Should Attend
​This session is ideal for:
​Professionals, Business owners and high-income earners
​Parents planning for children’s education
​Families navigating growing financial responsibilities
​Business owners and dual-income households
​Pre-retirees preparing for the next stage of life
​Anyone looking to organize their financial future more intentionally
​Whether you are early in your career, raising a family, approaching retirement, or planning your legacy, this session will help you identify important areas that may deserve greater attention.
​Why Attend
​Many families stay focused on earning, saving, investing, and managing daily responsibilities — but often delay important financial decisions around taxes, retirement, estate planning, and wealth protection.
​This seminar is an opportunity to step back, understand the bigger financial picture, and learn practical strategies that can help create greater clarity and confidence for your family’s future.
​Limited Seating — RSVP Required
​Seats are limited for this in-person educational session. Advance RSVP is required to reserve your spot.
​Join us for an informative evening focused on helping Indian families make smarter financial decisions with greater confidence and clarity.
​Reserve your seat today.
​Disclaimer
​This seminar is intended for educational purposes only and should not be considered investment, tax, legal, or financial advice. Please consult qualified professionals regarding your individual situation.