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

Presentations and workshops led by Kravitz team members throughout the country

• April 5 – Costa Mesa, CA (Janine Chung)
• April 5 – Tampa, FL (Shannon Hayes)
• April 12 – Atlanta (Buckhead), GA (Shannon Hayes)
• April 19 – McLean, VA (Carlos Tariche)
• April 19 – Englewood, CO (Ken Guidroz)
• April 26 – San Jose, CA (Ken Guidroz)
• May 3 – Houston (Galleria), TX (Ken Guidroz)
• May 10 – Portland, OR (Steve Sansone)
• May 10 – Charlotte, NC (Shannon Hayes)
• May 17 – Boston, MA (Carlos Tariche)
• May 17 – LA (Woodland Hills), CA (Ken Guidroz)
• May 24 – Hackensack, NJ (Carlos Tariche)
• May 24 – Nashville, TN (Shannon Hayes)
• May 24 – Eden Prairie, MN (Steve Stone)
• June 7 – San Francisco, CA (Ken Guidroz)
• June 7 – San Antonio, TX (Steve Sansone)
• June 7 – Raleigh, NC (Shannon Hayes)
• June 14 – Baltimore, MD (Carlos Tariche)
• June 14 – Miami, FL (Shannon Hayes)
• June 14 – Wauwatosa, WI (Steve Stone)
• June 28 – Richmond, VA (Carlos Tariche)
• September 13 – Austin, TX (Ken Guidroz)
• September 13 – Sacramento, CA (Steve Sansone)
• September 20 – Chicago (Schaumburg), IL (Steve Stone)
• September 27 – Bellevue, WA (Ken Guidroz)
• September 27 – Atlanta (Perimeter), GA (Shannon Hayes)
• September 27 – Columbus, OH (Steve Stone)
• October 4 – Buffalo, NY (Carlos Tariche)
• October 4 – Eden Prairie, MN (Steve Stone)
• October 18 – Walnut Creek, CA (Steve Sansone)
• October 18 – Madison, WI (Steve Stone)

April 15-17, 2018 in Las Vegas, NV

October 22-25, 2017 in Washington, DC

Dan Kravitz

October 22-24, 2017 in Las Vegas, NV

Steve Sansone

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

Presentations and workshops led by Kravitz team members throughout the country

• March 16 – Costa Mesa, CA (Steve Sansone)
• March 16 – King of Prussia, PA (Carlos Tariche)
• March 23 – Indianapolis, IN (Steve Stone)
• March 30 – Leawood, KS (Steve Stone)
• April 6 – Troy, MI (Steve Stone)
• April 6 – Houston, TX (Steve Sansone)
• April 20 – Orlando, FL (Shannon Hayes)
• April 20 – Beachwood, OH (Steve Stone)
• April 27 – Scottsdale, AZ (Janine Chung)
• May 11 – Nashville, TN (Shannon Hayes)
• May 11 – San Antonio, TX (Steve Sansone)
• May 25 – Wauwatosa, WI (Steve Stone)
• June 8 – Charlotte, NC (Shannon Hayes)
• June 8 – Portland, OR (Steve Sansone)
• June 15 – Dallas, TX (Steve Sansone)
• June 22 – Atlanta, GA (Shannon Hayes)
• June 29 – Woodland Hills, CA (Steve Sansone)
• June 29 – Pittsburgh, PA (Carlos Tariche)
• September 14 – San Jose, CA (Steve Sansone)
• September 14 – Chicago, IL (Steve Stone)
• September 14 – Austin, TX (Shannon Hayes)
• September 21 – Troy, MI (Steve Stone)
• September 21 – Raleigh, NC (Shannon Hayes)
• September 21 – Cherry Hill, NJ (Carlos Tariche)
• September 28 – Englewood, CO (Steve Sansone)
• September 28 – Bellevue, WA (Ken Guidroz)
• September 28 – Wauwatosa, WI (Steve Stone)
• October 5 – Tampa, FL (Carlos Tariche)
• October 5 – Eden Prairie, MN (Steve Stone)
• October 5 – Cincinnati, OH (Jim Houpt)
• October 12 – Costa Mesa, CA (Steve Sansone)
• October 12 – Houston, TX (Steve Stone)
• October 12 – McLean, VA (Carlos Tariche)

May 21-23, 2017 in Nashville, TN

Steve Sansone

April 26-28, 2017 in San Diego, CA

Steve Sansone

April 10-12, 2017 in Nashville, TN

Janine Chung

March 19-21, 2017 in Las Vegas, NV

Steve Sansone

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

Steve Sansone

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

“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)

Carlos Tariche

Steve Sansone

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

Steve Sansone

Steve Sansone

Steve Sansone and Janine Chung

Steve Sansone – Featured Speaker on Cash Balance Plans

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

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

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

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

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

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

Daniel Chiang – Featured Speaker on Cash Balance Plans

Steve Sansone – Featured Speaker on Cash Balance Plans

Steve Sansone – Featured Speaker on Cash Balance Plans

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

Steve Sansone – Featured Speaker on Cash Balance Plans

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

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

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

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

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

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

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

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

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

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

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

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

Ken Guidroz – Keynote Speaker on Cash Balance Plans

Steve Sansone – Keynote Speaker on Cash Balance Plans

Steve Sansone – Keynote Speaker on Cash Balance Plans

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

“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)

Ken Guidroz – Keynote Speaker on Tax Planning for 2013