| Upcoming Events:
March 3-5, 2013
NAPA/ASPPA 401(k) Summit 2013
Las Vegas, NV
Steve Sansone and Dan Kravitz will be hosting the Payden/Kravitz exhibit
401(k) Rekon™ Advisor Symposium 2013
"Beyond the 401(k): Grow Your Business With Cash Balance Plans"
Learn More/Register
Presentations by Kravitz team members across the country:
February 27 - Boston, MA (Carlos Tariche)
April 4 - Washington, DC (Carlos Tariche)
April 11 - King of Prussia, PA (Carlos Tariche)
April 25 - Stamford, CT (Carlos Tariche)
May 8 - Bridgewater, NJ (Carlos Tariche)
May 15 - Pittsburgh, PA (Carlos Tariche)
June 6 - Cherry Hill, NJ (Carlos Tariche)
June 11 - Baltimore, MD (Carlos Tariche)
June 13 - Long Island (Holbrook), NY (Carlos Tariche)
Recent Appearances:
January 22, 2013
Financial Planning Association of Central Florida Symposium 2013
Orlando, FL
Ken Guidroz will be a Keynote Speaker on the topic Tax Planning for 2013
October 28-31, 2012
ASPPA Annual Conference
National Harbor, MD
Dan Kravitz and Steve Sansone hosting the Cash Balance Online™ exhibit
October 22-24, 2012
Center for Due Diligence 2012 Advisor Conference
Chicago, IL
Steve Sansone will be speaking on Cash Balance Plans
August 9, 2012
Kravitz National Webinar - 10 am - 11 am PST
Dan Kravitz and Martha Ophir: "Cash Balance Outlook 2012: Growth & Opportunities"
View On-Demand
July 10, 2012
Northeast Area Benefits Conference
New York, NY
Dan Kravitz hosted the Cash Balance Online™ exhibit
July 9, 2012
ASPPA Benefits Council Meeting
Orlanda, FL
Carlos Tariche: "Cash Balance Outlook 2012"
July 9, 2012
Northeast Area Benefits Conference
Boston, MA
Dan Kravitz hosted the Cash Balance Online™ exhibit
June 21-22, 2012
Great Lakes Benefits Conference
Chicago, IL
Dan Kravitz hosted the Cash Balance Online™ exhibit
June 11-14, 2012
Women Business Leaders Forum
Charlotte, NC
Dan Kravitz hosted the Cash Balance Online™ exhibit
June 5, 2012
Retirement Plan Symposium
Harrisburg, PA
Carlos Tariche: "Cash Balance Plans for Small Business Owners"
May 21-22, 2012
Mid-Atlantic Benefits Conference
Philadelphia, PA
Dan Kravitz hosted the Cash Balance Online™ exhibit
May 17-18, 2012
Benefits Conference of the South
Atlanta, GA
Dan Kravitz is hosting the Cash Balance Online™ exhibit
April 29 - May 2, 2012
National Institute of Pension Adminstrators - Annual Forum & Expo
Las Vegas, NV
Dan Kravitz & Steve Sansone hosted the Cash Balance Online™ exhibit
April 21-25, 2012
Association of Legal Administrators National Conference
Honolulu, HI
Dan Kravitz: "Innovative New Strategies for Law Firm Retirement Plans"
March 17, 2012
Payden/Kravitz Cash Balance Summit 2012
Hilton New Orleans Riverside
New Orleans, LA
Dan Kravitz, Ken Guidroz, Steve Sansone & Carlos Tariche and guest speakers will lead workshops on a wide range of Cash Balance Plan topics
401(k) Rekon™ Advisor Symposium 2012
"Beyond the 401(k): Grow Your Business With Cash Balance Plans"
Presentations by Kravitz team members across the country:
January 23 - Costa Mesa, CA (Ken Guidroz)
January 31 - Houston, TX (Steve Sansone)
February 2 - Charlotte, NC (Ken Guidroz)
February 8 - Tampa, FL (Carlos Tariche)
February 9 - Woodland Hills, CA (Ken Guidroz)
February 16 - Schaumburg, IL (Steve Sansone)
February 23 - McLean, VA (Steve Sansone)
February 28 - San Francisco, CA (Steve Sansone)
March 6 - Bellevue, WA (Ken Guidroz)
March 8 - Baltimore, MD (Carlos Tariche)
April 11 - Cherry Hill, NJ (Carlos Tariche)
April 12 - Long Island, NY (Carlos Tariche)
April 19 - Boston, MA (Carlos Tariche)
May 3 - Minneapolis, MN (Steve Sansone)
June 5 - Woodland Hills, CA (Ken Guidroz)
June 7- Chevy Chase, MD (Steve Sansone)
June 21 - Nashville, TN (Steve Sansone)
June 21 - Pittsburgh, PA (Carlos Tariche)
July 10 - San Antonio, TX (Ken Guidroz)
July 11 - Larchmont, NY (Carlos Tariche)
July 12 - King of Prussia, PA (Carlos Tariche)
August 9 - Raleigh-Durham, NC (Ken Guidroz)
August 14 - Portland, OR (Steve Sansone)
August 16 - Schaumburg, IL (Steve Sansone)
August 21 - San Francisco, CA (Ken Guidroz)
August 23 - Tampa, FL (Carlos Tariche)
September 11 - Costa Mesa, CA (Steve Sansone)
September 12 - San Diego, CA (Steve Sansone)
September 19 - Bridgewater, NJ (Carlos Tariche)
October 9 - Englewood, CO (Steve Sansone)
October 11 - Beachwood, OH (Carlos Tariche)
October 16 - Pleasant Hill, CA (Steve Sansone)
October 31 - Long Island, NY (Carlos Tariche)
November 7 - Cincinnati, OH (Matt Murphy of Payden/Kravitz)
November 8 - Indianapolis, IN (Steve Sansone)
November 13 - Richmond Heights, MO (Steve Sansone)
November 15 - Minneapolis, MN (Steve Sansone)
December 5 - Dallas, TX (Steve Sansone)
July 28, 2011
Physicians Nationwide Annual Meeting
The Abbey Resort, Fontana, WI
Steve Sansone spoke on Cash Balance Plans
July 20, 2011
Merrill Lynch Retirement Plan University
Beverly Hills, CA
Steve Sansone: "Cash Balance Plans: An Innovative Tax Planning Solution"
March 5, 2011
Payden/Kravitz Cash Balance Summit 2011
Caesar's Palace, Las Vegas, NV
Dan Kravitz, Ken Guidroz, Steve Sansone & Carlos Tariche spoke on a wide range of Cash Balance Plan topics
401(k) Rekon™ Advisor Symposium 2011
"Beyond the 401(k): Grow Your Business With Cash Balance Plans"
Presentations by Kravitz team members across the country:
January 27 - Larchmont, NY (Carlos Tariche)
February 1 - Portland, OR (Steve Sansone)
February 8 - Woodland Hills, CA (Ken Guidroz)
February 17 - Cherry Hill, NJ (Carlos Tariche)
February 24 - Schaumburg, IL (Steve Sansone)
March 2 - Larchmont, NY (Carlos Tariche)
March 10 - Milwaukee, WI (Steve Sansone)
March 17 - Pittsburgh (Carlos Tariche)
March 31 - Washington, DC (Steve Sansone)
April 12 - Sacramento, CA (Ken Guidroz)
April 26 - Fort Lauderdale, FL (Carlos Tariche)
May 10 - San Antonio, TX (Steve Sansone)
May 19 - Minneapolis, MN (Steve Sansone)
June 2 - Bridgewater, NJ (Carlos Tariche)
June 9 - Cincinnati, OH (Steve Sansone)
July 14 - Charlotte, NC (Ken Guidroz)
July 21 - Indianapolis, IN (Steve Sansone)
August 9 - Woodland Hills, CA (Ken Guidroz)
August 18 - Cherry Hills, NJ (Carlos Tariche)
September 1 - Garden City, NY (Carlos Tariche)
September 27 - Seattle, WA (Ken Guidroz)
October 4 - Houston, TX (Steve Sansone)
October 13 - Cleveland, OH (Carlos Tariche)
October 25 - San Jose, CA (Ken Guidroz)
November 8 - Costa Mesa, CA (Ken Guidroz)
November 10 - King of Prussia, PA (Carlos Tariche)
November 15 - St. Louis, MO (Carlos Tariche)
December 1 - Bridgewater, NJ (Carlos Tariche)
December 1 - Tampa, FL (Carlos Tariche)
December 2 , 2010
Kravitz National Webinar - 10 am - 11 am PST
Dan Kravitz and John Horning: "Understanding the New Cash Balance Plan Regulations"
View On-Demand
October 6-8, 2010
The Center For Due Diligence Conference (CFDD)
The Fairmont Chicago Hotel, Chicago IL
Dan Kravitz and Steve Sansone: "Beyond the 401(k): Grow Your Business With Cash Balance Plans"
September 9, 2010
Hartford Pacific Division Meeting
San Diego, CA
Steve Sansone: "Beyond the 401(k): Grow Your Business With Cash Balance Plans"
August 26, 2010
401(k) Rekon™ Advisor Symposium
Hackensack, NJ
Carlos Tariche: "Why You Need to be in the Cash Balance Business"
August 23-25, 2010
Advanced Pension Solutions, Inc. Roadshow
Columbus and Cincinatti, OH & Louisville, KY
Steve Sansone: "Why You Need to be in the Cash Balance Business"
July 29, 2010
Physicians Nationwide Annual Meeting
The Abbey Resort, Fontana, WI
Steve Sansone spoke on "The Greatest Story Never Told: A Tax Planning Solution for 2010 and Beyond"
April 27, 2010
Ameriprise Small Business Forum
Houston, TX
Steve Sansone spoke on Cash Balance Plans
April 20, 2010
The Hartford Productivity Day
Charleston, WV
Steve Sansone spoke on Cash Balance Plans
February 3, 2010
The Hartford National Sales Meeting:
The Mohegan Sun, Uncasville, CT
Steve Sansone spoke on Cash Balance Plans
February 2, 2010
The Hartford's Successful Selling Series:
National Conference Call
Dan Kravitz spoke on "Boost Your 401(k) Business with Cash Balance Plans"
December 1, 2009
Million Dollar Producer Meeting
Heldrich Hotel, New Brunswick, NJ
Dan Kravitz spoke on "Cash Balance Plans: The Ultimate Tool for Tax Savings, Wealth Accumulation & Wealth Transfer"
November 5-8, 2009
NRP 2009 Annual Conference
La Quinta Resort, Palm Springs, CA
Steve Sansone spoke on Cash Balance Plans
October 22, 2009
16th Annual Kravitz Retirement Plan Seminar
Marriott, Sherman Oaks, CA
Dan Kravitz and Steve Sansone spoke on "Plan Design Innovation in Uncertain Times"
October 5-7, 2009
Center For Due Diligence Conference
The Fairmont Scottsdale Resort, Scottsdale, AZ
Steve Sansone and Dan Kravitz spoke on "Why You Need to be in the Cash Balance Business"
September 23-25, 2009
PlanAdviser 3rd Annual National Conference
Ritz Carlton Grande Lakes, Orlando, FL
Steve Sansone spoke as part of the Cash Balance Plan Panel
August 17-19, 2009
2009 401k Coach Master's Level Retreat
Tabernash, CO
Ken Guidroz spoke on "Value Evolution: The Cash Balance Coach Story"
August 6, 2009
United Wealth Management
Island Hotel, Newport Beach, CA
Dan Kravitz spoke on "Why You Need to be in the Cash Balance Business"
July 28-29, 2009
PlanSponsor Institute PRP Class
Stamford, CT
Ken Guidroz spoke on "Cash Balance 101"
July 22, 2009
Physicians Nationwide Annual Meeting
The Abbey Resort, Fontana, WI
Dan Kravitz and Steve Sansone spoke on "Reduce Your Client's Tax Liability and Restore Wealth Through Cash Balance Plan Design"
July 16-17, 2009
Year 1: 2009 401k Coach Program
Chicago, IL
Ken Guidroz spoke on "Cash Balance 101"
June 18-20, 2009
ASPPA Women Business Leaders Forum
The Hermitage Hotel, Nashville, TN
Dan Kravitz spoke on "Foresight: The Next Big Things for TPA Firms"
May 12, 2009
NIPA Business Management Education (BME) Webcast
Ken Guidroz spoke on "Cash Balance Plans as a Business Alternative"
Dan Kravitz was the Moderator
May 6-8, 2009
Mass Mutual Conference
Orlando, FL
Steve Sansone and Ken Guidroz spoke on "Why You Need to be in the Cash Balance Business"
May 6-8, 2009
fi360 National Conference
Scottsdale, AZ
Daniel Kravitz spoke on "Why You Need to be in the Cash Balance Business"
May 4-6, 2009
Genworth Financial National Convention
Orlando, FL
Steve Sansone and Ken Guidroz spoke on "Why You Need to be in the Cash Balance Business"
March 31, 2009
Crowe's Seminar for 401(k) Financial Advisors
Crowe Horwath LLP, Chicago, IL
Ken Guidroz spoke on Cash Balance Plans
March 22-24, 2009
The ASPPA 401(k) Summit
Manchester Grand Hyatt, San Diego, CA
Daniel Kravitz spoke on "Why You Need to be in the Cash Balance Business"
November 5, 2008
Cash Balance Conference Hosted by Stanford Financial and Hyden Miron and Foster
Little Rock, AR
Ken Guidroz spoke on Cash Balance Plans
October 16, 2008
Crowe Chizek Advisor Conference
Chicago, IL
Ken Guidroz spoke on Cash Balance Plans
September 25, 2008
81st Annual Meeting of the State Bar of California
Monterey, CA
Ken Guidroz spoke on "The Law Firms' New 401(k): A Cash Balance Plan" |
