FREE EDUCATIONAL SEMINAR

Business and Tax Planning

Built for small-business owners. Led with a CPA.

When 4th Wednesday of the month
Time 6:00 PM ET / 5:00 PM CT
Format In-Person or Online
Reserve Your Free Seat

Presented by LITHOS · Insurance · Wealth · Tax · Realty

Your Business. Planned. Protected.

For most small-business owners, the business is the single most valuable asset they own — and the one most often left without a plan. This 50–60 minute seminar is built specifically for small-business owners and covers the four conversations every business owner should be having: continuation, succession, protection, and exit. We pair it with the retirement and tax-planning options most owners haven't been introduced to — and a CPA leads the tax portion of every session.

What You'll Take Away

Three Pillars of This Conversation

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01 · Continuation & Succession

What happens to the business?

If something happens to you tomorrow, who runs the business on Monday? Buy-sell agreements, key-person insurance, succession planning for family or non-family successors — the documents and structures every owner needs in place before they're needed.

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02 · Tax & Retirement

Led by a CPA. Built for owners.

Entity-level tax strategy, SEP-IRAs, Solo 401(k)s, defined benefit plans, and the qualified business income (QBI) opportunities most owners miss. A practicing CPA leads the tax portion of every session — so the answers are real, not generic.

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03 · Protection & Exit

Protecting what you've built — and planning how you'll leave it.

Asset protection, business insurance gaps, and the five exit pathways (family transfer, ESOP, management buyout, third-party sale, wind-down). We help you think clearly about what your exit could look like, well before you need to act.

The Audience

Who This Seminar Is For

Lithos — Insurance, Wealth, Tax, Realty. Layered Planning, Lasting Wealth.

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. Complete the form below to reserve.

Questions

Frequently Asked Questions

Is this really free?+
Yes. There is no cost to attend, no purchase required, and no obligation. The seminar is sponsored by Lithos as part of our commitment to financial education for families across the country.
Will there be a sales pitch?+
No. This is an educational seminar. We mention at the end that complimentary 1-on-1 reviews are available for anyone interested in personalized guidance, but there is no live product pitch and no high-pressure offer. Education is the point.
What's the difference between in-person and Zoom attendance?+
Both formats cover the same content at the same scheduled time. In-person attendees get the take-home materials in print and can ask questions face-to-face; Zoom attendees receive the materials digitally by email after the event. Both formats include live Q&A.
I live outside the in-person location. Can I still attend?+
Absolutely — the Zoom format is designed exactly for that. We have attendees join from all over the country every week. Choose the Zoom option on the RSVP form and we'll email you the link.
Can I bring my spouse or family members?+
Absolutely. These topics are family conversations. Please reply to the confirmation email with the names of any guests you'd like to bring (in-person) or include on the Zoom invite.
How long is the seminar?+
Approximately 50–60 minutes including Q&A. We respect your evening — we start on time and finish on time.
What if I can't make any of these dates?+
RSVP for whichever date works best, then reply to the confirmation email if you need to reschedule. We typically run this seminar every Tuesday, so the next date is rarely more than a week away.