Hidden Leverage: Using Existing Assets to Solve LTC & Legacy Planning – Ohio
February 26 @ 12:00 pm - 1:00 pm
Since 1993, Cavalier Associates has built a reputation for delivering sales, marketing, planning and underwriting support to the upscale life insurance producer.
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About the Event
This intimate, advisor-only conversation is designed for professionals who want to move beyond traditional LTC planning and better understand how existing client assets can be repositioned to protect the broader balance sheet — without product dumps or canned presentations.
Asset-based and hybrid LTC strategies are often misunderstood or overlooked in planning conversations. In this session, we’ll walk through how these strategies apply in real-world advisory situations, using assets you already manage, while strengthening multi-generational client relationships.
What You’ll Learn:
Featured Speakers
Thursday, February 26, 2026 at 12:00pm
Trio Bistro, 7565 Kenwood Road, Cincinnati, OH 45236
Lunch Provided
This is an intimate, discussion-based format — not a large seminar.
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Cincinnati, OH 45236 + Google Map