Cavalier Associates In-Person Events

About the Event Understanding the TCJA Sunset: What changes are on the horizon? Harris Budget Proposal Insights Connelly Decision: Impacts on corporate-purposed life insurance Innovative Insurance Solutions: Strategies to stay ahead of tax shifts Thursday, September 12, 2024 from 12:00pm-1:30pm Pinstripes, 21851 W. Victory Blvd, Canoga Park, CA 91303 Lunch will be Served Questions about the event? Reach […]

About the Event Assets: Protection vs Liquidation Multi-Generational Retention Fiduciary Responsibility Legislative Update: AB567 Tuesday, October 15, 2024 from 12:00pm-1:30pm Il Fornaio, 18051 Von Karman Ave, Irvine, CA 92612 Lunch will be Served Register Now for this In-Person Event!

About the Event Discussion on crucial topics impacting estate and corporate planning, including: TCJA Sunset: Estate Planning Post-Connelly Decision Corporate Planning Premium Finance SOTU Collaborative Planning Tuesday, October 22, 2024 from 12:00pm-1:00pm Il Fornaio, 18051 Von Karman Ave, Irvine, CA 92612 Lunch will be Served Register Now for this In-Person Event!

About the Event We’re excited to feature Paul Sargent, CLU, ChFC, CLF, Sales Vice-President at Principal Business Solutions, in this upcoming event tailored specifically for financial advisors and their business owner and executive clients. Post-Election Reflection: Post-TCJA & Post-Connelly Estate Planning: Exploring downstream consequences and buy-sell issues Corporate Insurance Structures: NQDC, Split Dollar, Cross-Purchase, Insurance […]

About the Event We’re excited to feature Paul Sargent, CLU, ChFC, CLF, Sales Vice-President at Principal Business Solutions, in this upcoming event tailored specifically for financial advisors and their business owner and executive clients. Post-Election Reflection: Post-TCJA & Post-Connelly Estate Planning: Exploring downstream consequences and buy-sell issues Corporate Insurance Structures: NQDC, Split Dollar, Cross-Purchase, Insurance […]

About the Event Financial advisors don’t miss this unique opportunity to dive into underwriting insights with Ken Turscak, Chief Underwriting Officer at Cavalier Associates. With 30+ years of experience—including leadership […]