Biden's Tax Proposal and Effect on Financial Planning for Physicians

Wed, July 14, 2021 07:00 PM EST

                                         



Event Description:

Financial planning is key to achieving your short- and long-term goals. KevinMD.com® founder and editor Kevin Pho joins experts from Wall Street Alliance Group to provide you with insight to help plan for your financial future.

This enlightening discussion will explore the upcoming changes to income tax law and how it will impact high earners like physicians and dentists, discover potential challenges and solutions regarding the recently passed SECURE Act, and understand available financial support resources.

Planning for a stress-free financial future starts now. Register today to receive insight critical to your capital!


Wall Street Alliance Group offers securities through and is separate from Securities America, Inc. Member SIPC. For disclosures, please visit www.wallstreetalliancegroup.com


Moderator:

Kevin Pho



Kevin Pho is an American physician of internal medicine, media commentator, public speaker, and author. He is the founder and editor of KevinMD.com, a website aimed at medical professionals.Pho writes on issues of medical technology in practice, doctors and patients engaging one another online, and how physicians can cultivate online reputations. His writings have been published in USA Today, CNN.com, and The New York Times, among others. He is also the co-author of the book Establishing, Managing, and Protecting Your Online Reputation: A Social Media Guide for Physicians and Medical Practices. .


Speakers:

Syed Nishat, BFA



Syed Nishat is a partner at Wall Street Alliance Group. He holds a Bachelor’s degree from the University of Nevada, Reno and has been awarded the Behavioral Financial Advisor (BFA) designation. Syed’s articles and interviews about asset protection and common financial mistakes by physicians were published in Medscape, Medical Economics and MedPage Today. He is the author of "8 Mistakes to Avoid When Administering a 401(k) Plan" and "SECURE Act 2.0 Could Be a Game Changer for Retirement Planning." Syed specializes in ERISA 401(k)s as well as defined benefit plans and his publications and quotes are in Forbes, USNews, KevinMD, PLANSPONSOR, 401(k) Specialist and BenefitsPRO. He holds the FINRA Series 7, FINRA Series 63 and FINRA Series 66 licenses along with licenses for life, disability and long-term care insurance. For disclosures, please visit www.wallstreetalliancegroup.com.

Aadil Zaman, MBA



Aadil Zaman is a partner at Wall Street Alliance Group. He holds a Bachelor’s degree in Economics and Management from the University of London and an MBA in Finance from the State University of New York at Buffalo. Aadil is a nationally recognized speaker who gives talks across the country on the importance of financial planning. He has appeared on Bloomberg, Yahoo Finance, Cheddar News and TD Ameritrade Network as well as been quoted in prominent publications like Reuters. Aadil has been a featured speaker at PEER Talks which are TED Talks for Securities America where top advisors are invited to share their insights. He holds the FINRA Series 7, FINRA Series 63 and FINRA Series 66 licenses along with licenses for life, disability and long-term care insurance. For disclosures, please visit www.wallstreetalliancegroup.com.

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