Events

Thank you for registering for our upcoming virtual event.  We’re excited that you’ll be joining us for this exclusive event.

Event Details

• Topic: Post-Election Insights on Estate & Corporate Planning
• Host: David Beas, Cavalier Associates
• Featuring: Justin Smith, Balanced Strategies & Strata Family Office Services
• Date & Time: Thursday, November 7: 11:00 Pacific | 1:00 Central | 2:00 Eastern
• Location: Zoom Virtual Event … Please add the event to your calendar to ensure you can join us on the day.

We’re looking forward to an insightful session where you’ll gain valuable knowledge that can help you better serve your clients.

You will be receiving an email with the Zoom link shortly.

Questions about the event?

Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com