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X-WR-CALDESC:Events for Cavalier Associates
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BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20260917T120000
DTEND;TZID=America/Los_Angeles:20260917T133000
DTSTAMP:20260819T202915Z
CREATED:20260810T222127Z
LAST-MODIFIED:20260819T202915Z
UID:31754-1789646400-1789651800@cavalierassociates.com
SUMMARY:Give Clients More Than IUL Potential
DESCRIPTION:About the EventBusiness owners need different guidance depending on whether they are building\, growing\, preparing for succession\, or approaching a sale. This advisor-focused session will explore how a lifecycle approach to valuation can help you recognize where a client’s business stands and identify the planning conversations that should come next. You’ll leave with research-backed insights and practical strategies you can apply with business-owner clients. What You’ll Learn   Match planning strategies to each lifecycle stage  Strengthen business valuation conversations  Create value through executive benefits  Prepare clients for successful succession  Apply insights from real client scenarios Presented By David Beas\, Life Marketing Consultant\, Cavalier Associates Paul Sargent\, CLU\, ChFC\, CLF\, Advanced Planning Specialist\, Principal Financial Group Register today! Paul and David will also share research-backed insights and real client scenarios you can put to use in your own business-owner conversations.     \n\n        \n                    \n                    \n\n        \n        Register Now!\n\n                \n                        LinkedInThis field is for validation purposes and should be left unchanged.Name(Required)\n                            \n                            \n                                                    First\n                                                    \n                                                \n                            \n                            \n                                                            Last\n                                                            \n                                                        \n                            \n                        Phone(Required)Email(Required)\n                            \n                        SMS Terms and Conditions\n								\n								By checking this box\, I consent to receive text messages related to insurance from Cavalier Insurance Marketing Services\, LLC. You can reply STOP to opt-out at any time. Message and data rates may apply. Message frequency may vary\, text HELP to 1-800-350-2019 for assistance. For more information\, please refer to our Terms and Conditions page (www.cavalierassociates.com/terms-of-use) on our website.\n							CAPTCHA\n         Reserve My Seat \n            \n            \n            \n            \n            \n            \n            \n            \n            \n            \n            \n            \n            \n        \n                        Δ
URL:https://cavalierassociates.com/event/give-clients-more-than-iul-potential-manhattan-beach/
LOCATION:Saint & Second\, Manhattan Beach\, 3160 N Sepulveda Blvd\, Suite S100\, Manhattan Beach\, CA\, 90266\, United States
CATEGORIES:Cavalier Associates In-Person Events
ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20260922T113000
DTEND;TZID=America/Los_Angeles:20260922T130000
DTSTAMP:20260820T162707Z
CREATED:20260820T162707Z
LAST-MODIFIED:20260820T162707Z
UID:31929-1790076600-1790082000@cavalierassociates.com
SUMMARY:Beyond Self-Insuring: The High-Net-Worth Long-Term Care Playbook
DESCRIPTION:About the EventBusiness owners need different guidance depending on whether they are building\, growing\, preparing for succession\, or approaching a sale. This advisor-focused session will explore how a lifecycle approach to valuation can help you recognize where a client’s business stands and identify the planning conversations that should come next. You’ll leave with research-backed insights and practical strategies you can apply with business-owner clients. What You’ll Learn   Match planning strategies to each lifecycle stage  Strengthen business valuation conversations  Create value through executive benefits  Prepare clients for successful succession  Apply insights from real client scenarios Presented By David Beas\, Life Marketing Consultant\, Cavalier Associates Paul Sargent\, CLU\, ChFC\, CLF\, Advanced Planning Specialist\, Principal Financial Group Register today! Paul and David will also share research-backed insights and real client scenarios you can put to use in your own business-owner conversations.     \n\n        \n                    \n                    \n\n        \n        Register Now!\n                \n                        EmailThis field is for validation purposes and should be left unchanged.Name(Required)\n                            \n                            \n                                                    First\n                                                    \n                                                \n                            \n                            \n                                                            Last\n                                                            \n                                                        \n                            \n                        Phone(Required)Email(Required)\n                            \n                        SMS Terms and Conditions\n								\n								By checking this box\, I consent to receive text messages related to insurance from Cavalier Insurance Marketing Services\, LLC. You can reply STOP to opt-out at any time. Message and data rates may apply. Message frequency may vary\, text HELP to 1-800-350-2019 for assistance. For more information\, please refer to our Terms and Conditions page (www.cavalierassociates.com/terms-of-use) on our website.\n							CAPTCHA\n         Reserve My Seat \n            \n            \n            \n            \n            \n            \n            \n            \n            \n            \n            \n            \n            \n        \n                        Δ
URL:https://cavalierassociates.com/event/beyond-self-insuring-the-high-net-worth-long-term-care-playbook-la/
LOCATION:Il Moro Ristorante\, Los Angeles\, 11400 Olympic Blvd\, Los Angeles\, 90064\, United States
CATEGORIES:Cavalier Associates In-Person Events
ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20260923T113000
DTEND;TZID=America/Los_Angeles:20260923T130000
DTSTAMP:20260820T162705Z
CREATED:20260820T162705Z
LAST-MODIFIED:20260820T162705Z
UID:31941-1790163000-1790168400@cavalierassociates.com
SUMMARY:Beyond Self-Insuring: The High-Net-Worth Long-Term Care Playbook
DESCRIPTION:About the EventBusiness owners need different guidance depending on whether they are building\, growing\, preparing for succession\, or approaching a sale. This advisor-focused session will explore how a lifecycle approach to valuation can help you recognize where a client’s business stands and identify the planning conversations that should come next. You’ll leave with research-backed insights and practical strategies you can apply with business-owner clients. What You’ll Learn   Match planning strategies to each lifecycle stage  Strengthen business valuation conversations  Create value through executive benefits  Prepare clients for successful succession  Apply insights from real client scenarios Presented By David Beas\, Life Marketing Consultant\, Cavalier Associates Paul Sargent\, CLU\, ChFC\, CLF\, Advanced Planning Specialist\, Principal Financial Group Register today! Paul and David will also share research-backed insights and real client scenarios you can put to use in your own business-owner conversations.     \n\n        \n                    \n                    \n\n        \n        Register Now!\n                \n                        CompanyThis field is for validation purposes and should be left unchanged.Name(Required)\n                            \n                            \n                                                    First\n                                                    \n                                                \n                            \n                            \n                                                            Last\n                                                            \n                                                        \n                            \n                        Phone(Required)Email(Required)\n                            \n                        SMS Terms and Conditions\n								\n								By checking this box\, I consent to receive text messages related to insurance from Cavalier Insurance Marketing Services\, LLC. You can reply STOP to opt-out at any time. Message and data rates may apply. Message frequency may vary\, text HELP to 1-800-350-2019 for assistance. For more information\, please refer to our Terms and Conditions page (www.cavalierassociates.com/terms-of-use) on our website.\n							CAPTCHA\n         Reserve My Seat \n            \n            \n            \n            \n            \n            \n            \n            \n            \n            \n            \n            \n            \n        \n                        Δ
URL:https://cavalierassociates.com/event/beyond-self-insuring-the-high-net-worth-long-term-care-playbook-cm/
LOCATION:Water Grill\, Costa Mesa\, 3300 Bristol St\, Costa Mesa\, 92626\, United States
CATEGORIES:Cavalier Associates In-Person Events
ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20260930T100000
DTEND;TZID=America/Los_Angeles:20260930T103000
DTSTAMP:20260824T172439Z
CREATED:20260604T201258Z
LAST-MODIFIED:20260824T172439Z
UID:31431-1790762400-1790764200@cavalierassociates.com
SUMMARY:Underwriting Uncovered - Table Shaving & Underwriting Credits: How the Programs Work—and What Underwriters Need to See
DESCRIPTION:About the EventBusiness owners need different guidance depending on whether they are building\, growing\, preparing for succession\, or approaching a sale. This advisor-focused session will explore how a lifecycle approach to valuation can help you recognize where a client’s business stands and identify the planning conversations that should come next. You’ll leave with research-backed insights and practical strategies you can apply with business-owner clients. What You’ll Learn   Match planning strategies to each lifecycle stage  Strengthen business valuation conversations  Create value through executive benefits  Prepare clients for successful succession  Apply insights from real client scenarios Presented By David Beas\, Life Marketing Consultant\, Cavalier Associates Paul Sargent\, CLU\, ChFC\, CLF\, Advanced Planning Specialist\, Principal Financial Group Register today! Paul and David will also share research-backed insights and real client scenarios you can put to use in your own business-owner conversations.     \n\n        \n                    \n                    \n\n        \n        Register Now!\n                \n                        URLThis field is for validation purposes and should be left unchanged.Name(Required)\n                            \n                            \n                                                    First\n                                                    \n                                                \n                            \n                            \n                                                            Last\n                                                            \n                                                        \n                            \n                        Phone(Required)Email(Required)\n                            \n                        SMS Terms and Conditions\n								\n								By checking this box\, I consent to receive text messages related to insurance from Cavalier Insurance Marketing Services\, LLC. You can reply STOP to opt-out at any time. Message and data rates may apply. Message frequency may vary\, text HELP to 1-800-350-2019 for assistance. For more information\, please refer to our Terms and Conditions page (www.cavalierassociates.com/terms-of-use) on our website.\n							CAPTCHA\n         Reserve My Seat \n            \n            \n            \n            \n            \n            \n            \n            \n            \n            \n            \n            \n            \n        \n                        Δ
URL:https://cavalierassociates.com/event/table-shaving-credits-when-to-ask-and-how-to-position-it/
LOCATION:Virtual Event
CATEGORIES:Cavalier Associates Virtual Events
ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20260930T100000
DTEND;TZID=America/Los_Angeles:20260930T103000
DTSTAMP:20260902T153653Z
CREATED:20260902T153653Z
LAST-MODIFIED:20260902T153653Z
UID:32024-1790762400-1790764200@cavalierassociates.com
SUMMARY:Underwriting Uncovered - Table Shaving & Underwriting Credits: How the Programs Work—and What Underwriters Need to See
DESCRIPTION:About the EventBusiness owners need different guidance depending on whether they are building\, growing\, preparing for succession\, or approaching a sale. This advisor-focused session will explore how a lifecycle approach to valuation can help you recognize where a client’s business stands and identify the planning conversations that should come next. You’ll leave with research-backed insights and practical strategies you can apply with business-owner clients. What You’ll Learn   Match planning strategies to each lifecycle stage  Strengthen business valuation conversations  Create value through executive benefits  Prepare clients for successful succession  Apply insights from real client scenarios Presented By David Beas\, Life Marketing Consultant\, Cavalier Associates Paul Sargent\, CLU\, ChFC\, CLF\, Advanced Planning Specialist\, Principal Financial Group Register today! Paul and David will also share research-backed insights and real client scenarios you can put to use in your own business-owner conversations.     \n\n        \n                    \n                    \n\n        \n        Register Now!\n                \n                        InstagramThis field is for validation purposes and should be left unchanged.Name(Required)\n                            \n                            \n                                                    First\n                                                    \n                                                \n                            \n                            \n                                                            Last\n                                                            \n                                                        \n                            \n                        Phone(Required)Email(Required)\n                            \n                        SMS Terms and Conditions\n								\n								By checking this box\, I consent to receive text messages related to insurance from Cavalier Insurance Marketing Services\, LLC. You can reply STOP to opt-out at any time. Message and data rates may apply. Message frequency may vary\, text HELP to 1-800-350-2019 for assistance. For more information\, please refer to our Terms and Conditions page (www.cavalierassociates.com/terms-of-use) on our website.\n							CAPTCHA\n         Reserve My Seat \n            \n            \n            \n            \n            \n            \n            \n            \n            \n            \n            \n            \n            \n        \n                        Δ
URL:https://cavalierassociates.com/event/underwriting-uncovered-table-shaving-underwriting-credits-how-the-programs-work-and-what-underwriters-need-to-see-fir/
LOCATION:Virtual Event
CATEGORIES:Cavalier Associates Virtual Events
ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20261006T120000
DTEND;TZID=America/Los_Angeles:20261006T133000
DTSTAMP:20260915T185232Z
CREATED:20260915T185232Z
LAST-MODIFIED:20260915T185232Z
UID:32051-1791288000-1791293400@cavalierassociates.com
SUMMARY:What Your Business Is Actually Worth
DESCRIPTION:About the EventBusiness owners need different guidance depending on whether they are building\, growing\, preparing for succession\, or approaching a sale. This advisor-focused session will explore how a lifecycle approach to valuation can help you recognize where a client’s business stands and identify the planning conversations that should come next. You’ll leave with research-backed insights and practical strategies you can apply with business-owner clients. What You’ll Learn   Match planning strategies to each lifecycle stage  Strengthen business valuation conversations  Create value through executive benefits  Prepare clients for successful succession  Apply insights from real client scenarios Presented By David Beas\, Life Marketing Consultant\, Cavalier Associates Paul Sargent\, CLU\, ChFC\, CLF\, Advanced Planning Specialist\, Principal Financial Group Register today! Paul and David will also share research-backed insights and real client scenarios you can put to use in your own business-owner conversations.     \n\n        \n                    \n                    \n\n        \n        Register Now!\n                \n                        NameThis field is for validation purposes and should be left unchanged.Name(Required)\n                            \n                            \n                                                    First\n                                                    \n                                                \n                            \n                            \n                                                            Last\n                                                            \n                                                        \n                            \n                        Phone(Required)Email(Required)\n                            \n                        SMS Terms and Conditions\n								\n								By checking this box\, I consent to receive text messages related to insurance from Cavalier Insurance Marketing Services\, LLC. You can reply STOP to opt-out at any time. Message and data rates may apply. Message frequency may vary\, text HELP to 1-800-350-2019 for assistance. For more information\, please refer to our Terms and Conditions page (www.cavalierassociates.com/terms-of-use) on our website.\n							CAPTCHA\n         Reserve My Seat \n            \n            \n            \n            \n            \n            \n            \n            \n            \n            \n            \n            \n            \n        \n                        Δ
URL:https://cavalierassociates.com/event/what-your-business-is-actually-worth-costa-mesa/
LOCATION:Water Grill\, Costa Mesa\, 3300 Bristol St\, Costa Mesa\, 92626\, United States
CATEGORIES:Cavalier Associates In-Person Events
ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20261007T120000
DTEND;TZID=America/Los_Angeles:20261007T133000
DTSTAMP:20260915T185241Z
CREATED:20260915T185241Z
LAST-MODIFIED:20260915T185241Z
UID:32065-1791374400-1791379800@cavalierassociates.com
SUMMARY:What Your Business Is Actually Worth
DESCRIPTION:About the EventBusiness owners need different guidance depending on whether they are building\, growing\, preparing for succession\, or approaching a sale. This advisor-focused session will explore how a lifecycle approach to valuation can help you recognize where a client’s business stands and identify the planning conversations that should come next. You’ll leave with research-backed insights and practical strategies you can apply with business-owner clients. What You’ll Learn   Match planning strategies to each lifecycle stage  Strengthen business valuation conversations  Create value through executive benefits  Prepare clients for successful succession  Apply insights from real client scenarios Presented By David Beas\, Life Marketing Consultant\, Cavalier Associates Paul Sargent\, CLU\, ChFC\, CLF\, Advanced Planning Specialist\, Principal Financial Group Register today! Paul and David will also share research-backed insights and real client scenarios you can put to use in your own business-owner conversations.     \n\n        \n                    \n                    \n\n        \n        Register Now!\n                \n                        EmailThis field is for validation purposes and should be left unchanged.Name(Required)\n                            \n                            \n                                                    First\n                                                    \n                                                \n                            \n                            \n                                                            Last\n                                                            \n                                                        \n                            \n                        Phone(Required)Email(Required)\n                            \n                        SMS Terms and Conditions\n								\n								By checking this box\, I consent to receive text messages related to insurance from Cavalier Insurance Marketing Services\, LLC. You can reply STOP to opt-out at any time. Message and data rates may apply. Message frequency may vary\, text HELP to 1-800-350-2019 for assistance. For more information\, please refer to our Terms and Conditions page (www.cavalierassociates.com/terms-of-use) on our website.\n							CAPTCHA\n         Reserve My Seat \n            \n            \n            \n            \n            \n            \n            \n            \n            \n            \n            \n            \n            \n        \n                        Δ
URL:https://cavalierassociates.com/event/what-your-business-is-actually-worth-woodland-hills/
LOCATION:Saint & Second\, Woodland Hills\, 6220 CA-27\, Suite 1480\, Woodland Hills\, 91367\, United States
CATEGORIES:Cavalier Associates In-Person Events
ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20261021T113000
DTEND;TZID=America/Los_Angeles:20261021T130000
DTSTAMP:20260824T172838Z
CREATED:20260622T193626Z
LAST-MODIFIED:20260824T172838Z
UID:31499-1792582200-1792587600@cavalierassociates.com
SUMMARY:Closing the Executive Coverage Gap: A Guaranteed-Issue Strategy for Key Employees—and a New Opportunity for Advisors
DESCRIPTION:About the EventBusiness owners need different guidance depending on whether they are building\, growing\, preparing for succession\, or approaching a sale. This advisor-focused session will explore how a lifecycle approach to valuation can help you recognize where a client’s business stands and identify the planning conversations that should come next. You’ll leave with research-backed insights and practical strategies you can apply with business-owner clients. What You’ll Learn   Match planning strategies to each lifecycle stage  Strengthen business valuation conversations  Create value through executive benefits  Prepare clients for successful succession  Apply insights from real client scenarios Presented By David Beas\, Life Marketing Consultant\, Cavalier Associates Paul Sargent\, CLU\, ChFC\, CLF\, Advanced Planning Specialist\, Principal Financial Group Register today! Paul and David will also share research-backed insights and real client scenarios you can put to use in your own business-owner conversations.     \n\n        \n                    \n                    \n\n        \n        Register Now!\n                \n                        CompanyThis field is for validation purposes and should be left unchanged.Name(Required)\n                            \n                            \n                                                    First\n                                                    \n                                                \n                            \n                            \n                                                            Last\n                                                            \n                                                        \n                            \n                        Phone(Required)Email(Required)\n                            \n                        SMS Terms and Conditions\n								\n								By checking this box\, I consent to receive text messages related to insurance from Cavalier Insurance Marketing Services\, LLC. You can reply STOP to opt-out at any time. Message and data rates may apply. Message frequency may vary\, text HELP to 1-800-350-2019 for assistance. For more information\, please refer to our Terms and Conditions page (www.cavalierassociates.com/terms-of-use) on our website.\n							CAPTCHA\n         Reserve My Seat \n            \n            \n            \n            \n            \n            \n            \n            \n            \n            \n            \n            \n            \n        \n                        Δ
URL:https://cavalierassociates.com/event/closing-the-executive-coverage-gap-up-to-5m-guaranteed-issue-protection/
LOCATION:Water Grill\, Costa Mesa\, 3300 Bristol St\, Costa Mesa\, 92626\, United States
CATEGORIES:Cavalier Associates In-Person Events
ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20261029T100000
DTEND;TZID=America/Los_Angeles:20261029T103000
DTSTAMP:20260824T172925Z
CREATED:20260604T204059Z
LAST-MODIFIED:20260824T172925Z
UID:31440-1793268000-1793269800@cavalierassociates.com
SUMMARY:Underwriting Uncovered - The Diabetes Dilemma: Know the Underwriting Breakpoints Before You Submit
DESCRIPTION:About the EventBusiness owners need different guidance depending on whether they are building\, growing\, preparing for succession\, or approaching a sale. This advisor-focused session will explore how a lifecycle approach to valuation can help you recognize where a client’s business stands and identify the planning conversations that should come next. You’ll leave with research-backed insights and practical strategies you can apply with business-owner clients. What You’ll Learn   Match planning strategies to each lifecycle stage  Strengthen business valuation conversations  Create value through executive benefits  Prepare clients for successful succession  Apply insights from real client scenarios Presented By David Beas\, Life Marketing Consultant\, Cavalier Associates Paul Sargent\, CLU\, ChFC\, CLF\, Advanced Planning Specialist\, Principal Financial Group Register today! Paul and David will also share research-backed insights and real client scenarios you can put to use in your own business-owner conversations.     \n\n        \n                    \n                    \n\n        \n        Register Now!\n                \n                        CommentsThis field is for validation purposes and should be left unchanged.Name(Required)\n                            \n                            \n                                                    First\n                                                    \n                                                \n                            \n                            \n                                                            Last\n                                                            \n                                                        \n                            \n                        Phone(Required)Email(Required)\n                            \n                        SMS Terms and Conditions\n								\n								By checking this box\, I consent to receive text messages related to insurance from Cavalier Insurance Marketing Services\, LLC. You can reply STOP to opt-out at any time. Message and data rates may apply. Message frequency may vary\, text HELP to 1-800-350-2019 for assistance. For more information\, please refer to our Terms and Conditions page (www.cavalierassociates.com/terms-of-use) on our website.\n							CAPTCHA\n         Reserve My Seat \n            \n            \n            \n            \n            \n            \n            \n            \n            \n            \n            \n            \n            \n        \n                        Δ
URL:https://cavalierassociates.com/event/the-diabetes-dilemma-mild-moderate-and-severe-risk-classes/
LOCATION:Virtual Event
CATEGORIES:Cavalier Associates Virtual Events
ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com
END:VEVENT
END:VCALENDAR