Since 1993, Cavalier Associates has built a reputation for delivering sales, marketing, planning and underwriting support to the upscale life insurance producer.
Join David Beas, Marketing Consultant for Cavalier Associates, and Shawn Britt, Director of LTC Initiatives at Nationwide Financial, for an in-person lunch event to explore advanced long-term care (LTC) planning strategies and solutions for affluent and mass affluent clients.
David and Shawn bring extensive experience in crafting LTC solutions for complex family structures.
Topics Include:
Strategies for affluent and mass affluent clients
Navigating LTC in divorce, remarriage, and cohabitation
Engaging legal counsel to strengthen client outcomes
Wednesday, February 26, 2025 from 12-1 pm
Celestino Ristorante, 141 S. Lake Ave Pasadena, CA 91101
About the Event
Join David Beas, Marketing Consultant for Cavalier Associates, and Shawn Britt, Director of LTC Initiatives at Nationwide Financial, for an in-person lunch event to explore advanced long-term care (LTC) planning strategies and solutions for affluent and mass affluent clients.
David and Shawn bring extensive experience in crafting LTC solutions for complex family structures.
Topics Include:
Wednesday, February 26, 2025 from 12-1 pm
Celestino Ristorante, 141 S. Lake Ave Pasadena, CA 91101
Register Now!
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Organizer
Venue
Pasadena, CA 91101 United States + Google Map