Event Details

Estate, Tax, and Investment Planning for Dentists in 2026

Location: NCDS Headquarters

Address: 377 Oak St., Suite 204, Garden City, NY, United States

Email: office@nassaudental.org

Phone: 5162271112

Course Title

Estate, Tax, and Investment Planning for Dentists in 2026

(The Nassau 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 DESCRIPTION/ EDUCATIONAL OBJECTIVES

The goal for the presentation is to educate 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 defined benefit plans and charitable strategies. We will conclude by speaking about investment planning/ stock market investment and diversified portfolios - we do not sell any kind of product or do any kind of product pushing. 

     

Lecture, PowerPoint presentation and Q&A

SPEAKER

Keviin Shah, CPFA

Kevin Shah serves as a Wealth Planner at Wall Street Alliance Group, where he focuses on delivering comprehensive financial planning strategies tailored to the unique needs of individuals and families. He works closely 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 understanding of retirement plan design, fiduciary responsibilities, and regulatory best practices. He works closely with business owners, plan sponsors, and participants to ensure that retirement plans are structured efficiently, compliant with evolving regulations, and aligned with overall financial goals. His analytical approach and attention to detail allow him to navigate complex financial landscapes while providing clear, actionable guidance.

Kevin earned his Bachelor’s degree in Business 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                                                                                                                                                                                               

REGISTRATION FEES

ADA Member Dentists: $20

Non-Member Dentists: $70.00

Residents/Dental Students: No Fee

Non-Dentist Staff: $10.00

Note: All unregistered Walk-ins will incur a fee of $25 in addition to the fees listed above.

REGISTRATION, CANCELLATION & REFUND POLICY

Pre-registration is required for all courses. Payment is due upon registration (where applicable). Refunds will be issued if we are notified more than 48 hours prior to the event start time; credits for future courses will not 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 our courses by month, click on the calendar tab at www.nassaudental.org. 


TO REGISTER, CLICK THE LINK BELOW:

Click Here to REGISTER for Estate, Tax, and Investment Planning

 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 attend a course you have registered for without canceling 24 hours in advance 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 full name, ADA number, and the name of the course for which you want to register.
If payment is due, please provide a phone number at which you can be reached to provide credit card information for payment.

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