Long-term strategy for Retirement Income and Estate Planning

​Join Lesser for a live Q&A session on long-term strategies for retirement income and estate planning, designed for immigrants and tech professionals navigating these decisions in the US.

​Expected Learning Outcomes from Live Q&A Session

• ​Learn about building wealth while protecting your investments

• ​Building a tax-free income source and reducing your tax liabilities

• ​Importance of a living will, trust, and estate planning for high-net-worth individuals

​Featured Speakers

​Suvashis Nandy Suvashis is an experienced financial professional helping thousands of immigrants in choosing the best-in-class financial planning products.

​Parineet Sehgal, CPA, CA
Parineet is the Founder of PSG Global Tax & Accounting Services, a CPA-led U.S. tax and accounting firm based in New York and Wyoming, serving U.S. businesses and international founders.

​A U.S. CPA and India Chartered Accountant, Parineet brings over a decade of experience across McKinsey, KPMG, and EY, with expertise in U.S. taxation, accounting, financial reporting, and cross-border compliance.

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​Hosted by

​Lesser

​Whether retirement is decades away or just around the corner, this session will help you build a long-term strategy for reliable retirement income and protect what you have worked for. Bring your questions and get them answered live by the experts.

​This webinar is for educational purposes only and does not constitute investment, tax, legal, or insurance advice. The information presented is general in nature and may not apply to your individual situation. Please consult a qualified professional before making any financial, tax, or estate planning decisions. Speakers may be affiliated with firms that offer financial products or services; attending this webinar does not create a client relationship with Lesser or any speaker.