UPCOMING EVENTS
401(K) REKON ADVISOR SYMPOSIUM: 2018
“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 (Janine Chung)
- 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 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)
Excel 401(k)
October 28-30, 2018 in Las Vegas, NV
Steve Sansone and Steve Stone
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
- 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)
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)
Carlos Tariche
Colorado Medical Directors Association Conference
Steve Sansone
NAPA 401(k) Summit
April 17-19, 2016 in Nashville, TN
Kravitz Exhibit, Meet Kravitz team members
AFG-AIM Conference
Steve Sansone
Raymond James Retirement Desk
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
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
Daniel Chiang – Featured Speaker on Cash Balance Plans
Cash Balance Workshop – BlackRock/Voya Financial/TRA
Steve Sansone – Featured Speaker on Cash Balance Plans
2014 American Funds Retirement Plan Workshop
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
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
Presentation by Ken Guidroz: Greater Tax Savings Using Cash Balance Plans
Kravitz National Webcast
Kravitz National Webcast:
New Rules, New Opportunities: Understanding the 2014 Cash Balance Regulations
Dan Kravitz
Center for Due Diligence – 2014 Advisor Conference
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)
Dan Kravitz: 5 Secrets of Highly Successful Law Firm Retirement Plans
Western Benefits Conference
Dan Kravitz & Janine Chung – Conference Speakers on Cash Balance Plans and Innovative Plan Combinations
Kravitz National Webcast
Cash Balance Outlook 2014: Key Trends and Growth Opportunities
Dan Kravitz & Martha Ophir
ASPPA National Webcast
Winning Combinations: Cash Balance & 401(k) Plans
Dan Kravitz & Janine Chung
Western Pension & Benefits – Denver Chapter Event
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
Ken Guidroz – Keynote Speaker on Cash Balance Plans
Raymond James Advanced Retirement Symposium
Steve Sansone – Keynote Speaker on Cash Balance Plans
Northwestern Mutual Advisor Forum
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
Ken Guidroz – Keynote Speaker on Tax Planning for 2013