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

Date:

June 9th 2021, 7:00 pm EDT

Speakers:

Syed Nishat, BFA, 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, 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.


Moderator:

Chris Mazzolini is the editorial director of Medical Economics®. Prior to his current role, he served as managing editor of Medical Economics® and, before that, worked as a newspaper reporter for six years. He has a Masters in Journalism from Northwestern University and a bachelors in political science from Kenyon College.

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