UPCOMING EVENTS

Pensionmark Conference

April 26-28, 2017 in San Diego, CA

Steve Sansone

fi360 Conference

May 21-23, 2017 in Nashville, TN

Steve Sansone

Excel 401(k)

October 22-24, 2017 in Las Vegas, NV

Steve Sansone

ASPPA Conference

October 23-26, 2017 in Washington, DC

Steve Sansone

Past EVENTS

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

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

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)

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