Cash Balance Plan Design
Speakers:
Ken Guidroz, FuturePlan
John Lessley, Dimensional Fund Advisors
Date Thursday, May 28th
Time 12:00PM – 1:00PM (Note: Doors open 11:45)
Location Gallagher
Plaza Center; 10900 NE 8th Street 2nd FL (Training Room)
Bellevue, WA 98004
Parking Paid Parking adjacent to the building
Presenters:
Ken Guidroz, FuturePlan
Ken serves as Sales Director for FuturePlan. He speaks on retirement plan issues to CEO groups, trade organizations, CPA and financial planning societies. He designs plans for professional firms and businesses of all sizes to help them accelerate their retirement savings by adding a cash balance plan or simply maximizing their 401(k) Profit Sharing plans. Ken helped create and launch the Cash Balance Coach® program in 2009. He has taught thousands of financial advisors and retirement professionals how to grow their businesses by marketing and selling cash balance plans. He earned his MBA from Pepperdine University in 1995
John Lessley, Dimensional Fund Advisors
As a Vice President and Regional Director, John partners with financial advisors in the retirement space to provide education and training regarding capital markets research and Dimensional’s investment strategies. In addition, he provides thought leadership, investment communication strategies, portfolio construction analysis, and practice management insights to support advisors in delivering an exceptional client experience. Previously, John had similar roles at Trust Company of the West, Charles Schwab and Dean Witter. John holds a BS in finance from California State University Fullerton and is an (AIF), Accredited Investment Fiduciary
Registration Fee:
- No charge - current members *
- $50 - Nonmembers and guests
- $150 - Join now! Attendance for quarterly meetings included
Includes 1 hour of CPE credit.
*Membership dues for 2026 includes attendance at quarterly meetings.
Thank you to our sponsors:
