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OBBB 2025: What Financial Advisors Need to Know for Their Business Owner Clients – Costa Mesa

September 16 @ 12:00 pm - 1:00 pm
OBBB 2025: What Financial Advisors Need to Know for Their Business Owner Clients

About the Event

Help Your Business Owner Clients Do More With Their Money

Lunch with Paul Sargent of Principal Financial Group® & David Beas of Cavalier Associates

The One Big Beautiful Bill (OBBB) just locked in lower taxes and bigger deductions for small business owners. Translation? They may have more cash to work with if they know how to use it.

Over lunch, we will walk you through how to help your clients turn these new tax breaks into strategies that grow their business, protect what they’ve built, and keep their best people.

 
Here’s what we’re diving into:

1. OBBB Changes That Free Up Cash

  • Permanent lower tax rates + the 20% QBI deduction.
  • 100% bonus depreciation and bigger Section 179 write-offs.
  • How to redirect tax savings into growth, protection, and planning.

2. Winning the Talent Game

  • What each generation—Gen Z, Millennials, Gen X, Boomers—actually wants from an employer.
  • Why benefits beat salary when it comes to retention.
  • Using life insurance solutions to build loyalty and stand out.

3️. Smarter Benefits for Key People

  • Executive bonus plans, carve-outs, and split-dollar arrangements.
  • Leveraging new credits for childcare and paid leave.
  • Creating “golden handcuffs” that keep top performers long-term.

Speaker:

  • David Beas, Marketing Consultant, Cavalier Associates
  • Paul Sargent, SVP – Business Solutions, Principal Financial Group

You’ll walk away with ideas you can put in front of business owner clients immediately, positioning yourself as the one who helps them take advantage of these changes while building your own book.

Tuesday, September 16, 2025 12:00pm

Water Grill, 3300 Bristol St ,Costa Mesa, CA 92626

Lunch Provided

Questions about the event?

Reach out to Chris Hogan:

805-409-4498 | Chris.Hogan@CavalierAssociates.com

Details

Organizer

  • Chris Hogan
  • Phone 805-409-4498
  • Email Chris.Hogan@CavalierAssociates.com

Venue

  • Water Grill, Costa Mesa
  • 3300 Bristol St
    Costa Mesa, 92626 United States