Retirement Planning in the US & India

 A free live workshop for immigrants and professionals who want clarity, security, and confidence in their retirement plan.

Zoom Live Workshop

Language: English

Saturday 11 AM CST onwards

11th Oct 2025

I’m Kingshuk banerjee your Financial Coach.

With 20+ years in Tech and Personal Finance, I’ve helped ambitious professionals get financially organized and build lives that align with their deepest values.

20+

Immigrants Guided

20+

Years Experience

1ˢᵗ

Gen Millionaire

Is This Your Retirement Reality?

You’re confused: Should you invest more in U.S. accounts or India?

You’re worried: Will your U.S. savings work if moving back to India?

Unsure how much money ensures secure, stress-free retirement.

You’re lost: Struggling with 401k, Roth IRA, and NRE/NRO account choices.

You’re scared: One sudden job loss or visa issue could shatter everything

Clarity, Confidence & a Cross-Border Retirement Roadmap

In just 60 minutes, you’ll learn how to

01.

How to calculate your exact retirement number for both U.S. and India scenarios.

02.

The 4-step retirement planning system Kingshuk used to rebuild his freedom.

03.

The right tools: 401k, Roth IRA, NRE/NRO accounts, Indian mutual funds.

04.

3 big mistakes most immigrants make — and how to avoid them.

05.

How to protect your savings from currency risk, taxes, and volatility.

Meet Your Coach

Kingshuk Banerjee

I’m Kingshuk Banerjee, a financial coach who helps immigrants and professionals design money systems that actually fit their lives.

With 20+ years of experience in Tech and Finance, I’ve coached 100+ professionals to gain financial clarity and confidence.

But here’s why I do this:
I was financially free in India two homes, retirement fully funded, and no debt. Then I moved to the U.S. in my 40s with a family to support, a new financial system to navigate, and zero safety net.

In just 5 years, I rebuilt financial freedom here from scratch using my 4-step framework: Reboot, Plan, Flow, Grow.

Today, I teach immigrants how to avoid costly mistakes, build cross-border retirement plans, and finally feel in control of their future without jargon, guilt, or cookie-cutter advice.

Who Should Attend?

This is for you if you are:

Working Professional

Corporate Employee

Immigrant in the U.S

Side Hustle Starter

Family Supporter

Debt-Stressed Earner

Goal-Oriented Professional

Confused but Ambitious Saver

Free Bonuses

Set Up Your Finances
as a New Immigrant

A step-by-step checklist to help you confidently manage the essentials in your first year: banking, credit, taxes, insurance, and more.

The 4-Step Guide
to Financial Clarity

This is the signature process I use with clients to create intentional, purpose-driven financial plans—starting with a reboot and ending with lasting growth.

Track Your Entire Financial
Life on One Page

A powerful, simplified Excel template to bring together your income, expenses, debts, and financial goals in one clear view.
Success Stories

What Clients Say About Working With Kingshuk banerjee

Don’t Just Take Our Word For It — Hear What Clients Are Saying

Question Answer

Common Concerns Addressed

Yes! 100% free — no hidden fees. Just practical strategies + a live invite to work with me further if you’d like.
Absolutely. I’ll keep it simple, beginner-friendly, and actionable.
That’s exactly why this workshop is for you — I’ll show you how to plan for both paths.
Yes, but only available for 48 hours. Don’t miss it live.
Yes! Retirement planning works best when you plan together.
Yes — I’ll show you how to optimize your current plan for both U.S. and India scenarios.
We’ll cover hybrid retirement strategies so you can prepare confidently for both.
Not at all. Everything is explained in simple, jargon-free language anyone can follow.
This workshop complements their advice by giving you immigrant-specific clarity they may miss.
Yes — while it’s U.S.-focused, many strategies apply to Indians abroad considering retirement in India.

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