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1609 Lancaster Ave
Reading, PA 19607

Kaufman Financial Services

(610) 775-1490

 

Whats Happening



6th Annual Kaufman Financial Golf Outing

September 16th, 2016

Another sunny and warm day for our annual golf outing this year.  The theme this year was Disney and we asked all in attendance to come dressed in their favorite Disney attire.  Everyone had a great time but struggled with the Disney trivia on each hole.  A big thanks to all in attendance and the staff at Berkleigh Golf Club for another great event!


Investacorp PlanForward Meeting in Orlando, FL

June 19-22, 2016

Rich, Keith, Chris, and Doug all attended the annual Investacorp Conference in Orlando, FL this year.  Information on new products and strategies were discussed with emphasis on the new Department of Labor rule.  There may have been a little bit of fun had at the Disney parks while not in sessions also...


Ed Slott Meeting in Atlanta, Georgia

May 13-15, 2016

Rich was in Atlanta last week studying new income tax developments that impact of Retirement Distributions and Social Security claiming strategies. Top professionals from around the country are attending The Ed Slott Elite IRA Advisor Group meeting.


2016 Tax Relief Ski Trip- Big Sky, Montana

March 15-19, 2016

Rich, Keith, Steve, Chris, and Doug headed out west to Big Sky for the annual KFS Tax Relief Ski Trip.  They had three great days of skiing the Montana Rockies and enjoyed a few days away from preparing tax returns. 


Ed Slott Meeting in Denver, Colorado

 October 23, 2015

 Rich is in Denver, Colorado studying the latest Retirement and Income Tax Strategies with Ed Slott, the country's foremost authority. If you have any questions on these topics, feel free to message us through our website.

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Investacorp Leaders Summit - Vail, CO

September 27-30, 2015

Rich attended the Investacorp Leaders Summit in Vail, Colorado where he and other Investacorp Reps discussed pertinent issues in the industry and home offices.

 

5th Annual KFS Golf Outing

September 11, 2015

Held at the Reading Country Club.  We had another great day for our annual golf outing.  We hope that everyone in attendance had a great time and enjoyed the beautiful weather while we showed our American pride on 9/11 and remembered that fateful day.  Thanks to all our sponsors and the Reading Country Club staff for helping us with another great event.  We hope to see everyone again next year.  Location to be announced.

 

Social Security Seminar

June 25 and 26, 2015

Rich will attend a 2 day seminar on Social Security sponsored by Horses Mouth, the leading authority on Social Security.  With Social Security claiming strategies and other issues coming up in so many clients' lives in the next few years, extra training in this field will be a vital area that Rich be well diversed in.

 

Investacorp Plan Forward 2015

May 30-June 3, 2015

Stone Mountain, GA

Rich and Keith will be heading to Stone Mountain, outside of Atlanta, Georgia for Investacorp's annual Plan Forward conference.  Information on new products and updates on existing products will be discussed

 

Ed Slott Elite IRA Member Meeting

April 30-May 3, 2015

Rich attended an Ed Slott Master Elite IRA Advisor Group meeting in Denver, CO.  These meetings are held twice per year and allow Rich to study and train with the experts in the retirement planning field.

 

5K Kaufman Boys Trip

March 19-22, 2015

Cannon and Bretton Woods, NH

Rich, Keith, Steve, Chris, and Doug headed north for a long weekend for the Third Annual 5K Ski Trip.  It was great to be able to include Steve in another fun weekend of skiing.  

 

Whitefish, Fernie, and Kimberly

March 7-14, 2015

Rich joined his friends to cross off a few more ski resorts on their bucket list.  Among them were Whitefish, Montana; Fernie, British Columbia; and Kimberly, British Columbia.

 

Val D'Isere, France Ski Trip

January 30- February 7, 2015

Rich, Chris, Maria, and Doug joined 40 other Flying Dutchmen Ski Club members for the ski trip of a lifetime.  They enjoyed 6 days of skiing the French Alps, taking in some great French culture, and enjoying world renowned French food.  While there, the weather cooperated and dumped over 3 feet of snow for some incredible powder skiing... a skier's dream!

 

Investacorp Fall Symposium

October 8-10, 2014

Atlanta, GA

Chris represented Kaufman Financial at the Investacorp Fall Symposium this year.  This meeting was an educational conference to learn more about alternative investments.  While in Atlanta, The group of reps who attended were treated to a dinner at the College Football Hall of Fame, which had just opened 7 weeks prior.

 

Fourth Annual Kaufman Financial Golf Outing

September 26, 2014

Golden Oaks Golf Club, Fleetwood, PA

Kaufman Financial held the Fourth Annual Golf Outing at Golden Oaks this year.  The weather was perfect, some of the balls were flying straight, and a great time was had by all in attendance.  Many of the participants claimed that this was "our best outing yet and it will be hard to top it."  We were very pleased with how everything went and give a great thank you to the staff at Golden Oaks.  We hope to see everyone September 11, 2015 at Reading Country Club.

 

Financial Planning Association

September 18-22, 2014

Seattle, WA

Rich, Chris, and Doug traveled to Seattle for the FPA meeting to join the biggest gathering of Financial Planners for an educational conference.  While there, they had some fun between meetings.  They toured the Space Needle, the Rock N' Roll Hall of Fame, hiked up Mount Ranier, and took a Sea Plane ride to view the city.

 

SKI SEASON IS RIGHT AROUND THE CORNER!

Nothing gets the Kaufmans pumped up like snow and skiing!  This year Rich, Chris, Maria, and Doug are headed to France!  Needless to say, the four of them can't wait to take their skiing obsession internationally.  Also, be on the lookout for the video of last year's Tax Relief Ski Trip to Telluride, CO.  The video is almost done and will be posted to our website in the near future.

 

Kaufman Family Vacation

August 3-10, 2014

Wildwood, NJ

The whole family headed down to the shore for a week of family fun in the sun.  Rich, his four sons, their wives/fiance, and 5 grandkids all had a great time creating new family memories at the beach.  Everyone will be looking forward to another great beach trip to Wildwood next year.

 

Investacorp Planforward Conference 2014

May 30-June 3, 2014

Orlando, FL

Rich, Keith, Chris, and their families attended the Investacorp Conference held at the Disney Contemporary Hotel in Orlando, FL.  With great information, updates, seminars, and even a little bit of face to face time with Mickey and friends; the family had a great trip and look forward to seeing the Investacorp family next year.

 

It's Ski Season for the Kaufmans!

Rich recently returned from a ski trip to Jacksonhole, WY from January 11-18.  He will be leaving for Colorado for his next ski trip from February 8-15.

Keith will be heading to Vermont for some skiing fun from February 6-10.

Chris and Doug are headed to Lake Placid, NY from February 27-March 2.

Rich, Keith, Chris, and Doug are taking a Tax Relief Ski Trip from March 11-15 to southern Colorado at Telluride.

- There will be plenty of videos to follow this year.  We now have three Go Pro cameras to capture all of the excitement and share it with all of you!

 

Ed Slott Master Elite IRA Advisor Group Meeting

October 24-26, 2013

Dallas, TX

Rich attended another one of Ed Slott's Master Elite IRA Group meetings to continue his education and stay up to date on the latest retirement planning strategies.  Rich continues to strive to be the foremost retirement planning professional in the Reading, PA area!

 

FPA Conference 2013

October 18-21, 2013

Orlando, FL

Rich, Chris, and Doug attended this year's Financial Planning Association Conference held in Orlando, FL.  Among all of the great new ideas they learned from various sessions held at the convention center, they even got a chance to take a couple of side trips to Epcot and Hollywood Studios.

 

Investacorp National Conference

May 17-22, 2013

San Juan, Puerto Rico

The Kaufman clan attended the National Conference again this year.  It was held at the beautiful El Conquistador near San Juan, Puerto Rico.  In Puerto Rico, the Kaufmans  attended sessions to learn about new products and services and heard some very inspiring stories from speakers.  

 

Tax Relief Ski Trip 2013

March  12-17, 2013

Mammoth, California

 

Rich Skiing in Lake Tahoe

January 12-19, 2013

 

35th Anniversary Article in The Reading Eagle

October 29, 2012

Check out our latest write-up in The Reading Eagle at http://readingeagle.com/article.aspx?id=423606

 

 

Registered Tax Return Preparer Exam

October 24, 2012

Rich and Keith have passed the IRS exam and have achieved the credentials of Registered Tax Return Preparer (RTRP).

 

Investacorp Fall Due Diligence Forum in Atlanta, GA

October 17-19, 2012

Rich and Keith attended the Investacorp Fall Due Diligence Forum in Atlanta, Georgia.  The emphasis of the meeting was alternative investments.

 

FPA Conference in San Antonio, TX

September 29-October 2, 2012

 

Rich and Doug attended the Financial Planning Association conference held in beautiful San Antonio. They had an amazing experience learning about the most current and pressing financial planning issues today while connecting with peers. As they traveled from presentation to presentation hoping to get the most out of the conference.  While in attendance, Rich and Doug heard from James “The Ragin’ Cajun” Carville and his wife Mary Matalin as they gave an overview of the current political environment and the upcoming election. Then as a Medal of Honor recipient, Sal Giunta told an emotional story of bravery and teamwork from his deployment in Afghanistan during 2007. Finally, they heard from Neel Kashkari, head of equities at PIMCO Funds, as he explained his analytical take on the current economic environment and his opinion of what the future holds. Reflecting on the overall experience, Rich and Doug reiterated to each other that the Financial Planning Association aims to provide continuity to a profession that every American needs the services of.  They left San Antonio on 10/3/2012 feeling more enriched and excited about the new ideas they just learned.

 

 
 

Second Annual Golf Outing

September 21st, 2012

This year's outing was held at Galen Hall Golf Club.  A great time was had by all in attendance.  Many of the golfers from last year attended again this year.  We added another 6 attendees to put us to a total of 40 golfers this year.  We look forward to continuing this tradition into the future and change the venue again next year.  Check out the pictures from this year's outing on our Facebook page: http://www.facebook.com/media/set/?set=a.409919442396777.100608.176802009041856&type=3

 


 

Investacorp National Conference

July 8th-11th, 2012

Bonita Springs, FL

The Kaufman gentlemen headed to Bonita Springs, Florida this year for the Investacorp National Conference. During their stay, they attended various sessions with representatives from many different investment companies to learn about new services to offer clients. They also were fortunate to hear several great speakers including David Gergan, Kyle Maynard, and Marie Swift. Check our Facebook page to see some of the photos from the trip. The Kaufman Financial staff looks forward to next year's conference being held in Peurto Rico.

 


 

Tax Relief Ski Trip

March 20th-24th, 2012

Banff, Alberta, Canada

Every year, the Kaufman gentlemen take a ski trip to break up the hustle and bustle of tax season. On March 20th, 2012, they headed Northwest to Banff, Canada. During their stay, they had three intense days of skiing at Lake Louise, Sunshine Village, and Kicking Horse. They saw deer and elk wandering the neighborhoods and ate exceptional food at various restaurants, including the Banff Springs Hotel. After getting their fix of some springtime skiing, they returned to complete another year of their valued Kaufman Financial tax clients' returns. Pictures and videos from the trip can be viewed at the Kaufman Financial Services Facebook page.

 


 

First Annual Golf Outing

September 30th, 2011

To show our appreciation to our clients, we decided to start a new tradition of hosting an annual golf outing. The First Annual Kaufman Financial Golf Outing was held at the Manor Golf Course on September 30, 2011. Thirty-four golfers participated including clients, friends, and family. The event was followed by a Kauffman's BBQ dinner and award presentation. Pictures of the event can be viewed at our Facebook page. We'd like to thank our sponsors of the event: Nationwide, Wells Real Estate, Franklin Templeton, State Farm, Pimco, Oppenheimer, John Hancock, and the Manor Golf Club. We hope to see all the participants and others again in 2012.