BEGIN:VCALENDAR
VERSION:2.0
PRODID:-//Cavalier Associates - ECPv6.17.4//NONSGML v1.0//EN
CALSCALE:GREGORIAN
METHOD:PUBLISH
X-ORIGINAL-URL:https://cavalierassociates.com
X-WR-CALDESC:Events for Cavalier Associates
REFRESH-INTERVAL;VALUE=DURATION:PT1H
X-Robots-Tag:noindex
X-PUBLISHED-TTL:PT1H
BEGIN:VTIMEZONE
TZID:America/Los_Angeles
BEGIN:DAYLIGHT
TZOFFSETFROM:-0800
TZOFFSETTO:-0700
TZNAME:PDT
DTSTART:20250309T100000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0700
TZOFFSETTO:-0800
TZNAME:PST
DTSTART:20251102T090000
END:STANDARD
BEGIN:DAYLIGHT
TZOFFSETFROM:-0800
TZOFFSETTO:-0700
TZNAME:PDT
DTSTART:20260308T100000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0700
TZOFFSETTO:-0800
TZNAME:PST
DTSTART:20261101T090000
END:STANDARD
BEGIN:DAYLIGHT
TZOFFSETFROM:-0800
TZOFFSETTO:-0700
TZNAME:PDT
DTSTART:20270314T100000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0700
TZOFFSETTO:-0800
TZNAME:PST
DTSTART:20271107T090000
END:STANDARD
END:VTIMEZONE
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20260625T120000
DTEND;TZID=America/Los_Angeles:20260625T133000
DTSTAMP:20260625T194420Z
CREATED:20260602T162603Z
LAST-MODIFIED:20260625T194420Z
UID:31394-1782388800-1782394200@cavalierassociates.com
SUMMARY:Business Lifecycle Planning
DESCRIPTION:About the EventPreserve liquidity. Protect legacy goals. Avoid preventable case-design mistakes. High-net-worth clients often dismiss long-term care insurance because they believe they can afford to self-insure. But with future care costs for a couple projected to reach as much as $4 million\, paying out of pocket could force the sale of illiquid assets\, compound portfolio losses\, and reduce wealth intended for family or philanthropic goals. Join Shawn Britt and David Kopaloff for a practical discussion on repositioning Long-Term Care as a strategic capital and liquidity planning tool—and avoiding trust-ownership decisions that could undermine an otherwise carefully designed plan. You’ll Learn How To:  Reframe the self-insurance objection around liquidity\, portfolio timing\, asset efficiency\, and legacy preservation.  Position cash-indemnity LTC solutions as a flexible source of care funding that can help clients avoid drawing directly from other assets.  Incorporate premium gifting\, including potential use of the $19\,000 annual gift-tax exclusion in 2026  Identify trust-ownership and beneficiary-designation issues that may trigger post-death distribution requirements or jeopardize continued benefits for a surviving spouse.  Evaluate alternative case-design approaches through practical examples involving affluent clients\, trusts\, and joint LTC planning. You’ll leave with a more nuanced way to engage high-net-worth clients—and a sharper understanding of the ownership details that should be reviewed before a case is placed. Presented By Shawn Britt\, Director of LTC Initiatives\, Nationwide David Kopaloff\, Life Marketing Consultant\, Cavalier Associates Strengthen the HNW LTC Conversation Register today for a practical\, advisor-focused discussion on preserving client flexibility\, protecting long-term planning objectives\, and avoiding preventable ownership mistakes.     \n\n        \n                    \n                    \n\n        \n        Register Now!\n\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/business-lifecycle-planning/
LOCATION:Paul Martin’s American Grill\, Rancho Cucamonga\, 12594 N Mainstreet\, Rancho Cucamonga\, CA\, 91739\, United States
CATEGORIES:Cavalier Associates In-Person Events
ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com
END:VEVENT
END:VCALENDAR