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DTSTART;TZID=America/New_York:20260226T120000
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DTSTAMP:20260226T201616Z
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UID:30922-1772107200-1772110800@cavalierassociates.com
SUMMARY:Hidden Leverage: Using Existing Assets to Solve LTC & Legacy Planning - Ohio
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/hidden-leverage-using-existing-assets-to-solve-ltc-legacy-planning-ohio/
LOCATION:Trio Bistro\, OH\, 7565 Kenwood Road\, Cincinnati\, OH\, 45236
CATEGORIES:Cavalier Associates In-Person Events
ORGANIZER;CN="Gabby Aguilar":MAILTO:gabby@cavalierassociates.com
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