Since 1993, Cavalier Associates has built a reputation for delivering sales, marketing, planning and underwriting support to the upscale life insurance producer.
This exclusive event is designed to explore advanced long-term care (LTC) planning strategies and solutions for affluent and mass affluent clients.
Join us for an intimate gathering featuring a curated lunch experience and expert insights from Shawn Britt, Director of LTC Initiatives at Nationwide Financial.
Topics Include:
Strategies for affluent and mass affluent clients
Navigating LTC in divorce, remarriage, and cohabitation
Engaging legal counsel to strengthen client outcomes
Tuesday, February 25, 2025 from 12-1 pm
Water Grill, 3300 Bristol St. Costa Mesa, CA 92626
About the Event
This exclusive event is designed to explore advanced long-term care (LTC) planning strategies and solutions for affluent and mass affluent clients.
Join us for an intimate gathering featuring a curated lunch experience and expert insights from Shawn Britt, Director of LTC Initiatives at Nationwide Financial.
Topics Include:
Tuesday, February 25, 2025 from 12-1 pm
Water Grill, 3300 Bristol St. Costa Mesa, CA 92626
Register Now!
Details
Organizer
Venue
Costa Mesa, 92626 United States + Google Map