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DTSTART;TZID=America/Los_Angeles:20260506T113000
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SUMMARY:The Math of Living Longer: 10 Ways to Transform Case Design - Los Angeles
DESCRIPTION:About the EventThis inaugural lunch in the Business Lifecycle Planning Series brings together financial advisors and insurance professionals for a 90‑minute\, conversation‑driven discussion on strategies business owners need at every stage of their company’s lifecycle. No slides and no sales pitch—just advisor-level dialogue focused on protection planning\, executive benefits\, succession planning\, and business-owner solutions. What You’ll Learn: Attendees will explore how planning needs evolve from startup through growth\, maturity\, and transition. Topics include: Key person protectionBuy-sell agreement fundingExecutive compensation strategiesLife Insurance in Retirement Planning (LIRP)Estate equalizationSuccession planningPrudential’s business valuation toolEvent Host:👤 David Beas – Life Marketing Consultant\, Cavalier Associates Speakers: 👤 Karen P. Hofmann\, CLU\, ChFC\, CASL – Vice President – Advanced Planning Group\, Prudential Individual Life Insurance 👤 Sean Coughlin – Regional Vice President -Los Angeles\, Prudential Individual Life Insurance Thursday\, June 25\, 2026 at 12:00 pm Paul Martin’s American Grill\, 12594 N Mainstreet\, Rancho Cucamonga\, CA 91739Complimentary parking available at Victoria Gardens surface lot.     \n\n        \n                    \n                    \n\n        \n        Register Now!\n\n                \n                        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          \n            \n            \n            \n            \n            \n            \n            \n            \n            \n            \n            \n            \n            \n        \n                        Δ
URL:https://cavalierassociates.com/event/the-math-of-living-longer-10-ways-to-transform-case-design-los-angeles/
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
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