TRADE EVENT
SUNDAY, JULY 28, 2024
9:00 AM – 01:00 PM
EVENT MODERATOR
ATEEQ HASEEB, MD MBA CPE FAAN
Pediatric Neurology, Neurology & Epilepsy
kEYNOTE SPEAKERS
Syed Nishat
BFA, Partner, Wall Street Alliance Group
Michael Lindberg
CFP, CLU, CEO, Four Oaks Financial
Shahid Imran
CEO, Build Senior, Living, Hampton, Manor
Samar Tariq
Regional Manager, Amana Mutual Funds
Fahad Bashir
Managing Partner, QuantiFi Capital
TRADE EVENT DETAILS
| Time & Speaker | Topics |
|
09:00 AM – 09:00 AM |
Welcome |
|
09:00 AM – 09:20 AM Mansoor Alam, MD |
Long Term Investing and Power of Compounding |
|
09:20 AM – 09:40 AM Ali Abbas, MD |
Education Savings PlansHow to Have Your Kid’s College Paid Off Before 18th Birthday |
|
9:40 AM – 09:50 AM Ateeq Haseeb, MD |
Charitable Lead Annuity Trust (CLAT)A Philanthropic Tax Saving Strategy for W2 Earners |
|
09:50 AM – 10:00 AM Essam Qureshi, MD |
Crypto Investment Strategy |
|
10:00 AM – 10:20 AM Mike Lindberg |
Wealth Building Strategies |
|
10:20 AM – 10:30 AM Shahid Imran |
Assisted Living Investments Update on Hampton Manor Projects |
| Break | |
|
10:45 AM – 11:00 AM Ubaid Shareef, MD |
Real Estate Investing Ideas |
|
11:00 AM – 11:10 AM Adil Mohiuddin, MD |
Real Estate Investing Tips & Tricks |
|
11:10 AM – 11:30 AM Syed Nishat |
Estate Planning and Stock Market Investing Strategies |
|
11:30 AM - 11:40 AM MOhammed Ismail Shakib, MD & Fahad Bashir |
Unique Philanthropic Strategy to Maximize Tax Return |
|
11: 40 AM - 12:00 PM Samar Tariq |
Donor Advised Fund vs Waqf: Pros vs Cons. Which is Best? |
