Events

Navigating the Connelly Decision and TCJA Sunset

Join The team at Cavalier Associates for a virtual discussion of the most important events impacting our industry: 

• The Connelly Decision
• The Tax Cuts and Jobs Act Sunset
• The State of the Premium Finance Market

Justin Smith from Balanced Strategies, a national insurance consulting firm that provides specialized services to advisors of high net worth families, closely-held business owners and foreign nationals, will offer his perspective on the estate and business planning segments as we approach 2026 and the possible impact of the Connelly decision on all corporate owned life insurance. 

Event Details: 

• Date: Tuesday, August 20th
• Time: 11:00 Pacific
• Duration: 30 Minutes

Register below!

Questions about the event? Reach out to Chris Hogan: 805.409.4498 | Chris.Hogan@CavalierAssociates.com