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Marianne
T. Kral, CPA, CPC, QPA |
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Practice
- Retirement
Planning Consultant
- Pension
Plan Design and Administration
- Specializing
in the Small and Medium-sized Business Market
- Solving
Retention Problems through Employee Benefit Planning
- Preserving
Corporate Value through Succesion Arrangements
- Risk
Management and Benefit Acquistion
- Elimination
or Reduction of Federal Income and Estate Taxation
Education
- Rosary College
- Roosevelt
University
- Bachelor
of Science in Business Administration
- Major
Finance - Graduated with Honors; Elected to Franklin
Honor Society
- Master
of Business Administration (MBA) - Major Finance
Professional
Accomplishments
- Actively
involved in Financial Serivces since 1970
- Began
T. H. Kral & Associates in 1972
- Member
American Society of Pension Actuaries
- Member
Illinois Society of Certified Public Accountants
Designations
- Certified
Public Accountant (CPA)
Illinois Society of Certified Public Accountants
- Qualified
Pension Administrator (QPA)
American Society of Pension Actuaries
- Certified
Pension Consultant (CPC)
American Society of Pension Actuaries
- Licensed
FINRA Series 7 & Representative Investment Advisor
Securities offered through ValMark Securities, Inc.
Member FINRA, SIPC
Advisory services offered through ValMark Advisers, Inc.
130 Springside Drive, Suite 300
Akron, OH 44333
(330) 576-1234
The KGK Group, Ltd. is a separate entity from ValMark Securities, Inc.
BrokerCheck
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Jacqueline Kral Bochenski, CEBS, QPA, QKA |
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Practice
- Retirement Planning for Individuals and Businesses
- Pension
Plan Design and Administration
- Specializing
in the Small and Medium-sized Business Market
- Solving
Retention Problems through Employee Benefit Planning
- Preserving
Corporate Value through Succesion Arrangements
- Financial and Investment Planning for Individuals and Firms
- Benefit Planning Covering All Group Plans to Maximize Dollars Going Into These Programs
- Establish Effective Communication and Implement Ongoing Administrative Procedures for Smooth Benefit Administration
Professional
Accomplishments
- Actively
involved in Employee Benefits since 1991
- Member
American Society of Pension Professionals & Actuaries
- Member
International Foundation of Employee Benefit Specialists and Certified Employee Benefit Specialist
Education
- Univeristy of Illinois 1987-1991
- Bachelor
of Science in Actuarial Science
- University of Chicago 1995-1999
- Major
Finance & Accounting
- Master
of Business Administration (MBA) - 1999
Designations
- Certified
Employee Benefit Specialist (CEBS)
International Foundation of Employee Benefits
- Qualified
Pension Administrator (QPA)
American Society of Pension Professionals & Actuaries
- Qualified 401(k) Administrator (QKA) 2002
American Society of Pension Professionals & Actuaries
- Licensed
FINRA Series 7
- Registered Investment Advisor Representative
Securities offered through ValMark Securities, Inc.
Member FINRA, SIPC
Investment Advisory services offered through Valmark Advisers, Inc.
A SEC Registered RIA
130 Springside Drive, Suite 300
Akron, OH 44333-2431
(330) 576-1234
The KGK Group, Ltd. is a separate entity from ValMark Securities, Inc.
BrokerCheck
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Terrence
H. Kral, ChFC®, CLU®, CFP® |
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Practice
- Business
Financial Consultant
- Employee
Benefit Specialist
- Estate
and Wealth Management
- Specializing
in Closely-Held Businesses
- Solving
Retention and Moral Problems through Benefit Planning
- Preserving
Corporate Value through Succesion Arrangements
- Tax
Avoidance Consulting
- Insurance,
Investments and Benefit Acquistion
- Elimination
or Reduction of Federal Income and Estate Taxation
Degrees/Designations
- American
College of Life Underwriting
- CLU® (Chartered Life Underwriter) Designation
- ChFC® (Chartered Financial Consultant) Designation
- CFP® (Certified Financial Planner) Designation
Professional
Accomplishments
- Actively
involved in financial services since 1964
- Began
T. H. Kral & Associates 1972
- Life
and Qualified Member of the Prestigious Million Dollar
Round Table and Top of the Table
- Member
Chicago Estate Planning Council
- Consistent
Industry and Community Lecturer on Estate and Business
Risk Management (MDRT, ILAFP)
- Past
Ethic Chairman of Association of Life Underwriters
- Licensed FINRA Series 7
Securities offered through ValMark Securities, Inc.
Member FINRA, SIPC
130 Springside Drive, Suite 300
Akron, OH 44333
(330) 576-1234
The KGK Group, Ltd. is a separate entity from ValMark
Securities, Inc.
BrokerCheck
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