September 9, 2010

Hartford Pacific Division Meeting
San Diego, CA

Steve Sansone will speak on Cash Balance Plans

October 6-8, 2010

The Center For Due Diligence Conference (CFDD)
The Fairmont Chicago Hotel, Chicago IL

Dan Kravitz and Steve Sansone will speak on "Why You Need to be in the Cash Balance Business"

Recent Appearances:

August 26, 2010

401(k) Rekon™ Advisor Symposium
Hackensack, NJ

Carlos Tariche will speak on "Why You Need to be in the Cash Balance Business"

August 23-25, 2010

Advanced Pension Solutions, Inc. Roadshow
Columbus and Cincinatti, OH & Louisville, KY

Steve Sansone will speak on "Why You Need to be in the Cash Balance Business"

July 29, 2010

Physicians Nationwide Annual Meeting
The Abbey Resort, Fontana, WI

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

April 27, 2010

Ameriprise Small Business Forum
Houston, TX

Steve Sansone spoke on Cash Balance Plans

April 20, 2010

The Hartford Productivity Day
Charleston, WV

Steve Sansone spoke on Cash Balance Plans

February 3, 2010

The Hartford National Sales Meeting:
The Mohegan Sun, Uncasville, CT

Steve Sansone spoke on Cash Balance Plans

February 2, 2010

The Hartford's Successful Selling Series:
National Conference Call

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

December 1, 2009

Million Dollar Producer Meeting
Heldrich Hotel, New Brunswick, NJ

Dan Kravitz spoke on "Cash Balance Plans: The Ultimate Tool for Tax Savings, Wealth Accumulation & Wealth Transfer"

November 5-8, 2009

NRP 2009 Annual Conference
La Quinta Resort, Palm Springs, CA

Steve Sansone spoke on Cash Balance Plans

October 22, 2009

16th Annual Kravitz Retirement Plan Seminar
Marriott, Sherman Oaks, CA

Dan Kravitz and Steve Sansone spoke on "Plan Design Innovation in Uncertain Times"

October 5-7, 2009

Center For Due Diligence Conference
The Fairmont Scottsdale Resort, Scottsdale, AZ
Steve Sansone and Dan Kravitz spoke on "Why You Need to be in the Cash Balance Business"

September 23-25, 2009

PlanAdviser 3rd Annual National Conference
Ritz Carlton Grande Lakes, Orlando, FL
Steve Sansone spoke as part of the Cash Balance Plan Panel

August 17-19, 2009

2009 401k Coach Master's Level Retreat
Tabernash, CO
Ken Guidroz spoke on "Value Evolution: The Cash Balance Coach Story"

August 6, 2009

United Wealth Management

Island Hotel, Newport Beach, CA

Dan Kravitz spoke on "Why You Need to be in the Cash Balance Business"

July 28-29, 2009

PlanSponsor Institute PRP Class
Stamford, CT
Ken Guidroz spoke on "Cash Balance 101"

July 22, 2009

Physicians Nationwide Annual Meeting
The Abbey Resort, Fontana, WI

Dan Kravitz and Steve Sansone spoke on "Reduce Your Client's Tax Liability and Restore Wealth Through Cash Balance Plan Design"

July 16-17, 2009

Year 1: 2009 401k Coach Program
Chicago, IL
Ken Guidroz spoke on "Cash Balance 101"

June 18-20, 2009

ASPPA Women Business Leaders Forum
The Hermitage Hotel, Nashville, TN
Dan Kravitz spoke on "Foresight: The Next Big Things for TPA Firms"

May 12, 2009

NIPA Business Management Education (BME) Webcast
Ken Guidroz spoke on "Cash Balance Plans as a Business Alternative"

Dan Kravitz was the Moderator

May 6-8, 2009

Mass Mutual Conference
Orlando, FL
Steve Sansone and Ken Guidroz spoke on "Why You Need to be in the Cash Balance Business"

May 6-8, 2009

fi360 National Conference
Scottsdale, AZ
Daniel Kravitz spoke on "Why You Need to be in the Cash Balance Business"

May 4-6, 2009

Genworth Financial National Convention
Orlando, FL
Steve Sansone and Ken Guidroz spoke on "Why You Need to be in the Cash Balance Business"

March 31, 2009

Crowe's Seminar for 401(k) Financial Advisors
Crowe Horwath LLP, Chicago, IL
Ken Guidroz spoke on Cash Balance Plans

March 22-24, 2009

The ASPPA 401(k) Summit
Manchester Grand Hyatt, San Diego, CA
Daniel Kravitz spoke on "Why You Need to be in the Cash Balance Business"

November 5, 2008

Cash Balance Conference Hosted by Stanford Financial and Hyden Miron and Foster
Little Rock, AR
Ken Guidroz spoke on Cash Balance Plans

October 16, 2008

Crowe Chizek Advisor Conference
Chicago, IL
Ken Guidroz spoke on Cash Balance Plans

September 25, 2008

81st Annual Meeting of the State Bar of California
Monterey, CA
Ken Guidroz spoke on "The Law Firms' New 401(k): A Cash Balance Plan"