Events

UPCOMING EVENTS

Past EVENTS

Excel 401(k) Conference 2016

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

NAPA 401(k) Summit

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

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

ASPPA Annual Conference

October 28-31, 2012
Dan Kravitz and Steve Sansone hosting the Cash Balance Online™ exhibit

Center for Due Diligence 2012 Advisor Conference

October 22, 2012 in Chicago, IL

Steve Sansone will be speaking on Cash Balance Plans

Kravitz National Webinar – 10 am – 11 am PST

August 09, 2012 in View on Demand

Dan Kravitz and Martha Ophir: “Cash Balance Outlook 2012: Growth & Opportunities”

Northeast Area Benefits Conference

July 10, 2012 in New York, NY

Dan Kravitz hosted the Cash Balance Online™ exhibit

ASPPA Benefits Council Meeting

July 09, 2012 in Orlando, FL

Carlos Tariche: “Cash Balance Outlook 2012”

Northeast Area Benefits Conference

July 09, 2012 in Boston, MA

Dan Kravitz hosted the Cash Balance Online™ exhibit

Great Lakes Benefits Conference

June 21-22, 2012
Dan Kravitz hosted the Cash Balance Online™ exhibit

Women Business Leaders Forum

June 11-14, 2012
Dan Kravitz hosted the Cash Balance Online™ exhibit

Retirement Plan Symposium

June 05, 2012 in Harrisburg, PA

Carlos Tariche: “Cash Balance Plans for Small Business Owners”

Mid-Atlantic Benefits Conference

May 21-22, 2012
Dan Kravitz hosted the Cash Balance Online™ exhibit

Benefits Conference of the South

May 17-18, 2012
Dan Kravitz is hosting the Cash Balance Online™ exhibit

National Institute of Pension Adminstrators – Annual Forum & Expo

April 29 – May 2, 2012
Dan Kravitz & Steve Sansone hosted the Cash Balance Online™ exhibit

Association of Legal Administrators National Conference

April 21-25, 2012
Dan Kravitz: “Innovative New Strategies for Law Firm Retirement Plans”

Payden/Kravitz Cash Balance Summit 2012

March 17, 2012 in 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)

Physicians Nationwide Annual Meeting

July 28, 2011 in The Abbey Resort, Fontana, WI

Steve Sansone spoke on Cash Balance Plans

Merrill Lynch Retirement Plan University

July 20, 2011 in Beverly Hills, CA

Steve Sansone: “Cash Balance Plans: An Innovative Tax Planning Solution”

Payden/Kravitz Cash Balance Summit 2011

March 05, 2011 in 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)

Kravitz National Webinar – 10 am – 11 am PST

December 02, 2010 in

Dan Kravitz and John Horning: “Understanding the New Cash Balance Plan Regulations”

View On-Demand

The Center For Due Diligence Conference (CFDD)

October 6-8, 2010
Dan Kravitz and Steve Sansone: “Beyond the 401(k): Grow Your Business With Cash Balance Plans”

Hartford Pacific Division Meeting

September 09, 2010 in San Diego, CA

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

401(k) Rekon™ Advisor Symposium

August 26, 2010 in Hackensack, NJ

Carlos Tariche: “Why You Need to be in the Cash Balance Business”

Advanced Pension Solutions, Inc. Roadshow

August 23-25, 2010
Steve Sansone: “Why You Need to be in the Cash Balance Business”

Physicians Nationwide Annual Meeting

July 29, 2010 in The Abbey Resort, Fontana, WI

Steve Sansone spoke on “The Greatest Story Never Told: A Tax Planning Solution for 2010 and Beyond”

Ameriprise Small Business Forum

April 27, 2010 in Houston, TX

Steve Sansone spoke on Cash Balance Plans

The Hartford Productivity Day

April 20, 2010 in Charleston, WV

Steve Sansone spoke on Cash Balance Plans

The Hartford National Sales Meeting

February 03, 2010 in The Mohegan Sun, Uncasville, CT

Steve Sansone spoke on Cash Balance Plans

The Hartford’s Successful Selling Series

February 02, 2010 in National Conference Call

Dan Kravitz spoke on “Boost Your 401(k) Business with Cash Balance Plans”