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DTSTART;TZID=America/Los_Angeles:20260325T170000
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SUMMARY:Dueling Underwriters: The Algorithm vs The Advocate - Irvine
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        Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com
URL:https://cavalierassociates.com/event/dueling-underwriters-the-algorithm-vs-the-advocate/
LOCATION:Postino\, Irvine\, 2981 Michelson Dr\, Suite E\, Irvine\, CA\, 92612
CATEGORIES:Cavalier Associates In-Person Events
ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com
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DTSTART;TZID=America/Los_Angeles:20260326T120000
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CREATED:20260303T210349Z
LAST-MODIFIED:20260330T145710Z
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SUMMARY:Dueling Underwriters: The Algorithm vs The Advocate - El Segundo
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        Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com
URL:https://cavalierassociates.com/event/dueling-underwriters-the-algorithm-vs-the-advocate-el-segundo/
LOCATION:Fogo de Chão\, El Segundo\, 2121 Rosecrans Ave. Suite 1399\, El Segundo\, CA\, 90245\, United States
CATEGORIES:Cavalier Associates In-Person Events
ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com
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