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BEGIN:VEVENT
DESCRIPTION:Location: NCDS Headquarters\nAddress: 377 Oak St.\, Suite 204\,
Garden City\, NY\, United States\nEmail: office@nassaudental.org\nPhone:
5162271112\n\nCourse TitleEstate\, Tax\, and Investment Planning for Denti
sts in 2026(The Nassau County Dental Society Designates this Activity for
2 CEU)DATE/TIMEThursday\, October 22\, 20267:00pm-9:00pmLOCATIONIN-PERSONN
CDS Headquarters377 Oak Street\, Suite 204\, Garden City\, NY 11530COURSE
DESCRIPTION/ EDUCATIONAL OBJECTIVESThe goal for the presentation is to edu
cate dentists on basic estate planning such as what is will and trust and
why are they important\, as well as tax planning strategies such as define
d benefit plans and charitable strategies. We will conclude by speaking ab
out investment planning/ stock market investment and diversified portfolio
s - we do not sell any kind of product or do any kind of product pushing.
Lecture\, PowerPoint presentation and Q&\;ASPEAKERKeviin Shah\, CPFAKe
vin Shah serves as a Wealth Planner at Wall Street Alliance Group\, where
he focuses on delivering comprehensive financial planning strategies tailo
red to the unique needs of individuals and families. He works closely with
clients to help them build\, manage\, and protect their wealth through th
oughtful\, goal-oriented planning.As a Certified Plan Fiduciary Advisor (C
PFA)\, Kevin brings a deep understanding of retirement plan design\, fiduc
iary responsibilities\, and regulatory best practices. He works closely wi
th business owners\, plan sponsors\, and participants to ensure that retir
ement plans are structured efficiently\, compliant with evolving regulatio
ns\, and aligned with overall financial goals. His analytical approach and
attention to detail allow him to navigate complex financial landscapes wh
ile providing clear\, actionable guidance.Kevin earned his Bachelor’s degr
ee in Business from the Leonard N. Stern School of Business at New York Un
iversity CONFLICT OF INTERESTWealth Planner at Wall Street Alliance GroupS
PONSORWall Street Alliance Group
REGISTRATION FEESADA Member Dentists: $20Non-Member Dentists: $70.00Resi
dents/Dental Students: No FeeNon-Dentist Staff: $10.00Note: All unregister
ed Walk-ins will incur a fee of $25 in addition to the fees listed above.R
EGISTRATION\, CANCELLATION &\; REFUND POLICYPre-registration is require
d for all courses. Payment is due upon registration (where applicable). Re
funds will be issued if we are notified more than 48 hours prior to the ev
ent start time\; credits for future courses will not be provided. The sche
dule is subject to change.Please call us at 516-227-1112 if you have any q
uestions about this lecture. To view our courses by month\, click on the c
alendar tab at www.nassaudental.org. TO REGISTER\, CLICK THE LINK BELOW:Cl
ick Here to REGISTER for Estate\, Tax\, and Investment Planning Registrati
on Closes at Midnight 10/19/26. However\, being an In-person course\, re
gistration may close earlier if room capacity is reached.NOTE: Failure to
attend a course you have registered for without canceling 24 hours in adva
nce will result in a $50 fee and the inability to register for any future
courses until the fee is paid.If you are having difficulty with the online
registration\, send an email to office@nassaudental.org. Include your ful
l name\, ADA number\, and the name of the course for which you want to reg
ister.If payment is due\, please provide a phone number at which you can b
e reached to provide credit card information for payment.
DTEND:20261023T010000Z
DTSTAMP:20260603T003533Z
DTSTART:20261022T230000Z
LOCATION:377 Oak St.\, Suite 204\, Garden City\, NY\, United States
SEQUENCE:0
SUMMARY:Estate\, Tax\, and Investment Planning for Dentists in 2026
UID:RFCALITEM639160437333146613
X-ALT-DESC;FMTTYPE=text/html:Location: NCDS HeadquartersAddress: 377 Oak St.\, Suite 204\, Garden City\, NY\, U
nited States
Email: office@nassaudental.org
Phone: 5162271112
Course Title
Estate\, Tax\, and I
nvestment Planning for Dentists in 2026
(The Nass
au County Dental Society Designates this Activity for 2 CEU)
DATE/TIME
Thursday\, October 22\, 2026
7:00pm-9:00pm
LOCATION
IN-PERSON
NCDS Headquarters
377
Oak Street\, Suite 204\, Garden City\, NY 11530
COURSE DESCR
IPTION/ EDUCATIONAL OBJECTIVES
The \;goal for the prese
ntation is to educate dentists on basic estate planning such as what is wi
ll and trust and why are they important\, as well as tax planning strategi
es such as defined benefit plans and charitable strategies. We will conclu
de by speaking about investment planning/ stock market investment and dive
rsified portfolios - we do not sell any kind of product or do any kind of
product pushing. \;
\;
Lecture\, PowerPoint present
ation and Q&\;A
SPEAKER
Keviin Shah\, CPFA
Kevin Shah serves as a Wealth Planner at Wall Street Alliance Gro
up\, where he focuses on delivering comprehensive financial planning strat
egies tailored to the unique needs of individuals and families. He works c
losely with clients to help them build\, manage\, and protect their wealth
through thoughtful\, goal-oriented planning.
As
a Certified Plan Fiduciary Advisor (CPFA)\, Kevin brings a deep understand
ing of retirement plan design\, fiduciary responsibilities\, and regulator
y best practices. He works closely with business owners\, plan sponsors\,
and participants to ensure that retirement plans are structured efficientl
y\, compliant with evolving regulations\, and aligned with overall financi
al goals. His analytical approach and attention to detail allow him to nav
igate complex financial landscapes while providing clear\, actionable guid
ance.
Kevin earned his Bachelor’s degree in Busin
ess from the Leonard N. Stern School of Business at New York University
\;
CONFLICT OF INTEREST
Wealth
Planner at Wall Street Alliance Group
SPONSOR
Wall Street Alliance Group \; \; \; \; \;
\; \; \; \; \; \; \; \; \; \;
\; \; \; \; \; \; \; \; \; &
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sp\; \; \; \; \; \; \; \; \;
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\; \; \; \; \; \; \; \; \; &
nbsp\; \; \; \; \; \; \; \; \; &nb
sp\; \; \; \; \; \; \; \; \;
\; \; \; \; \; \; \; \; \; \;
\; \; \; \; \; \; \;
REGISTRATION FEES
ADA Member Dentists: $20
Non-Memb
er Dentists: $70.00
Residents/Dental Students: No Fee
Non-
Dentist Staff: $10.00
Note: \;All unregistered Walk-ins will inc
ur a fee of $25 in addition to the fees listed above.
REGIST
RATION\, CANCELLATION &\; REFUND POLICY
Pre-registration
is required for all courses. \;Payment is due upon registration (wher
e applicable). \;Refunds will be issued if we are notified more than 4
8 hours prior to the event start time\; credits for future courses will no
t be provided. \;The schedule is subject to change.
Please call
us at 516-227-1112 if you have any questions about this lecture. To view o
ur courses by month\, click on the calendar tab at \;www.nassaudental.org. \
;
TO REGISTER\, CLICK THE LINK BELOW:
\;Registration Closes at Midnight 10/19/26. \;
\;However\, being an In-person course\, registration may close earlier if
room capacity is reached.
NOTE: \;Failure to atten
d a course you have registered for without canceling 24 hours in advance w
ill result in a $50 fee and the inability to register for any future cours
es until the fee is paid.
If you are having difficulty with th
e online registration\, send an email to \;office@nassaudental.org. Include your fu
ll name\, ADA number\, and the name of the course for which you want to re
gister.
If payment is due\, please provide a phone number at which you
can be reached to provide credit card information for payment.
END:VEVENT
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