UPCOMING EVENTS

Past EVENTS

ASPPA Conference

October 22-25, 2017 in Washington, DC

Dan Kravitz

Excel 401(k)

October 22-24, 2017 in Las Vegas, NV

Steve Sansone

401(K) REKON ADVISOR SYMPOSIUM: 2017

“Beyond the 401(k): Grow Your Business With Cash Balance Plans”

Presentations and workshops led by Kravitz team members throughout the country

fi360 Conference

May 21-23, 2017 in Nashville, TN

Steve Sansone

Pensionmark Conference

April 26-28, 2017 in San Diego, CA

Steve Sansone

TRA Annual Sales Meeting

April 10-12, 2017 in Nashville, TN

Janine Chung

 

NAPA 401(k) Summit

March 19-21, 2017 in Las Vegas, NV

Steve Sansone

NAIFA

March 8-9, 2017 in St. Paul and Minneapolis, MN

Steve Sansone

Excel 401(k) Conference 2016

October 2-5, 2016 in Las Vegas, NV
Steve Sansone – Featured Speaker on Cash Balance Plans

401(k) Rekon Advisor Symposium: 2016

“Beyond the 401(k): Grow Your Business With Cash Balance Plans”

Presentations and workshops led by Kravitz team members throughout the country

  • March 10 – Tampa, FL (Steve Sansone)
  • April 7 – Cleveland, OH (Steve Stone)
  • April 14 – King of Prussia, PA (Carlos Tariche)
  • April 14 – Seattle, WA (Steve Sansone)
  • April 28 – Austin, TX (Steve Sansone)
  • April 28 – Charlotte, NC (Carlos Tariche)
  • May 5 – Scottsdale, AZ (Ken Guidroz)
  • May 5 – San Jose, CA (Steve Sansone)
  • May 12 – Indianapolis, IN (Steve Stone/Steve Sansone)
  • May 19 – Cherry Hill, NJ (Carlos Tariche)
  • May 19 – Denver, CO (Steve Sansone)
  • May 26 – Pittsburgh, PA (Carlos Tariche)
  • May 26 – Houston, TX (Steve Sansone)
  • June 9 – Garden City, NY (Carlos Tariche)
  • June 16 – McLean, VA (Steve Sansone)
  • June 23 – Pleasant Hills, CA (Steve Sansone)
  • June 30 – Wawautosa, WI (Steve Stone/Steve Sansone)
  • August 4- Atlanta, GA (Steve Sansone)
  • August 11 – Costa Mesa, CA (Steve Sansone)
  • August 11 – Nashville, TN (Steve Stone)
  • August 11 – King of Prussia, PA (Carlos Tariche)
  • August 18 – White Plains, NY (Carlos Tariche)
  • August 25 – Troy, MI (Steve Stone/Steve Sansone)
  • September 10 – Eden Prarie, MN (Steve Stone/Steve Sansone)
  • September 15 – Englewood, CO (Steve Sansone)
  • September 15 – Baltimore, MD (Carlos Tariche)
  • September 22 – Cincinnati, OH (Steve Stone/Steve Sansone)

FPANY Education Meeting – Beyond the 401(k)

September 21, 2016 in New York, NY

Carlos Tariche

Colorado Medical Directors Association Conference

April 22, 2016 in Denver, CO

Steve Sansone

NAPA 401(k) Summit

April 17-19, 2016 in Nashville, TN
Kravitz Exhibit, Meet Kravitz team members

AFG-AIM Conference

April 02, 2016 in Naples, FL

Steve Sansone

Commonwealth Internal Desk Team

March 29, 2016 in Boston, MA

Steve Sansone

TRA National Conference

March 02, 2016 in Tampa, FL

Steve Sansone and Janine Chung

Raymond James Retirement Desk

March 01, 2016 in St. Petersburg/Tampa, FL

Steve Sansone – Featured Speaker on Cash Balance Plans

2016 OneAmerica National Sales Meeting

February 23-23, 2016
Steve Sansone – Featured Speaker on Cash Balance Plans

Excel 401(k) Conference 2015

October 19-21, 2015
Steve Sansone – Featured Speaker on Cash Balance Plans

ASPPA Annual Conference

October 18-21, 2015
Kravitz Back Office Solutions™ exhibit and demo led by Kravitz team members

Kravitz National Webcast

September 17, 2015 in View On-Demand

Cash Balance Outlook 2015: Top Trends and Market Insights
Dan Kravitz & Martha Ophir

Association of Legal Administrators Annual Conference 2015

May 17-20, 2015
Dan Kravitz – Featured Speaker on Retirement Plans for Law Firms

Ameriprise 401(k) Success Conference

April 22-24, 2015
Steve Sansone – Featured Speaker on Cash Balance Plans

Cash Balance Forum – Empower Retirement/Ceridian

November 13, 2014 in Honolulu, HI

Daniel Chiang – Featured Speaker on Cash Balance Plans

Cash Balance Workshop – BlackRock/Voya Financial/TRA

November 13, 2014 in Grand Rapids, MI

Steve Sansone – Featured Speaker on Cash Balance Plans

2014 American Funds Retirement Plan Workshop

November 12, 2014 in Detroit, MI

Steve Sansone – Featured Speaker on Cash Balance Plans

ALA Human Resources Conference for Legal Professionals

November 3-5, 2014
Dan Kravitz – Featured Speaker on Innovative Retirement Plans for Law Firms

AXA Network Cash Balance Program – Training & Updates

October 29, 2014 in Harrisburg, PA

Steve Sansone – Featured Speaker on Cash Balance Plans

ASPPA Annual Conference

October 26-29, 2014
Cash Balance Online™ exhibit and demo led by Kravitz team members

Western Pension Benefits Council – San Diego Chapter

October 23, 2014 in San Diego, CA

Presentation by Ken Guidroz: Greater Tax Savings Using Cash Balance Plans

Kravitz National Webcast

October 21, 2014 in View On-Demand

Kravitz National Webcast:
New Rules, New Opportunities: Understanding the 2014 Cash Balance Regulations
Dan Kravitz

Center for Due Diligence – 2014 Advisor Conference

October 15, 2014 in San Antonio, TX

The Fastest Growing Retirement Plan You Never Heard of: Driving Growth With Cash Balance Plans
Steve Sansone

National Webcast on BlogTalk Radio’s Legal Management Program (ALA)

September 11, 2014 in View On-Demand

Dan Kravitz: 5 Secrets of Highly Successful Law Firm Retirement Plans

Western Benefits Conference

July 30, 2014 in Las Vegas, NV

Dan Kravitz & Janine Chung – Conference Speakers on Cash Balance Plans and Innovative Plan Combinations

Kravitz National Webcast

July 17, 2014 in View On-Demand

Cash Balance Outlook 2014: Key Trends and Growth Opportunities
Dan Kravitz & Martha Ophir

ASPPA National Webcast

May 22, 2014 in

Winning Combinations: Cash Balance & 401(k) Plans
Dan Kravitz & Janine Chung

Western Pension & Benefits – Denver Chapter Event

May 13, 2014 in Denver, CO

Maximizing Employer Contributions: Cash Balance and Other Defined Benefit Plan Designs
D’Nelle Macaluso

NAPA 401(k) Summit

March 23-25, 2014
Meet Kravitz team members at Booth 320

LPL Retirement Partners National Conference

October 28-29, 2013
Steve Sansone – Keynote Speaker on Cash Balance Plans

ASPPA Annual Conference

October 27-29, 2013
Cash Balance Online™ exhibit and demo led by Kravitz team members

California Society of CPAs – Central Coast Chapter Meeting 2013

October 20, 2013 in San Luis Opispo, CA

Ken Guidroz – Keynote Speaker on Cash Balance Plans

Raymond James Advanced Retirement Symposium

August 15, 2013 in Boston, MA

Steve Sansone – Keynote Speaker on Cash Balance Plans

Northwestern Mutual Advisor Forum

June 05, 2013 in Milwaukee, WI

Steve Sansone – Keynote Speaker on Cash Balance Plans

NAPA/ASPPA 401(k) Summit 2013

March 3-5, 2013
Steve Sansone and Dan Kravitz host the Payden/Kravitz exhibit

401(k) Rekon™ Advisor Symposium 2013

“Beyond the 401(k): Grow Your Business With Cash Balance Plans”

Presentations and workshops led 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)
October 23 – Hartford, CT (Carlos Tariche)

Financial Planning Association of Central Florida Symposium 2013

January 22, 2013 in Orlando, FL

Ken Guidroz – Keynote Speaker on Tax Planning for 2013