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:20240310T100000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0700 TZOFFSETTO:-0800 TZNAME:PST DTSTART:20241103T090000 END:STANDARD 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:VTIMEZONE TZID:America/New_York BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20250309T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20251102T060000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20260308T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20261101T060000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20270314T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20271107T060000 END:STANDARD END:VTIMEZONE BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20260825T120000 DTEND;TZID=America/Los_Angeles:20260825T133000 DTSTAMP:20260826T183939Z CREATED:20260722T184346Z LAST-MODIFIED:20260826T183939Z UID:31595-1787659200-1787664600@cavalierassociates.com SUMMARY:Most IULs Offer Potential - Secure Horizon Offers Guarantees 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 X/TwitterThis 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/most-iuls-offer-potential-secure-horizon-offers-guarantees-cm/ LOCATION:Calo Kitchen & Tequila\, Costa Mesa\, 3333 Bristol St.\, Suite 1876\, Costa Mesa\, CA\, 92626\, United States CATEGORIES:Cavalier Associates In-Person Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20260820T173000 DTEND;TZID=America/Los_Angeles:20260820T193000 DTSTAMP:20260821T182925Z CREATED:20260729T200834Z LAST-MODIFIED:20260821T182925Z UID:31641-1787247000-1787254200@cavalierassociates.com SUMMARY:Happy Hour & Networking: The Changing LTC Conversation 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 PhoneThis 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/happy-hour-networking-the-changing-ltc-conversation/ LOCATION:On the Thirty\, Sherman Oaks\, 14622 Ventura Blvd #112\, Sherman Oaks\, 91403\, United States CATEGORIES:Cavalier Associates In-Person Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20260728T120000 DTEND;TZID=America/Los_Angeles:20260728T133000 DTSTAMP:20260729T151433Z CREATED:20260625T171639Z LAST-MODIFIED:20260729T151433Z UID:31513-1785240000-1785245400@cavalierassociates.com SUMMARY:Most IULs Offer Potential - Secure Horizon Offers Guarantees 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 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/most-iuls-offer-potential-secure-horizon-offers-guarantees/ LOCATION:Javier’s\, Los Angeles\, 10250 Santa Monica Blvd. #1005\, Los Angeles\, CA\, 90067\, United States CATEGORIES:Cavalier Associates In-Person Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20260728T113000 DTEND;TZID=America/Los_Angeles:20260728T130000 DTSTAMP:20260729T151410Z CREATED:20260604T223013Z LAST-MODIFIED:20260729T151410Z UID:31455-1785238200-1785243600@cavalierassociates.com SUMMARY:The $1.37 Million Blind Spot: Dominating Retail Case Design 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 CompanyThis 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/the-1-37-million-blind-spot-dominating-retail-case-design/ LOCATION:Il Fornaio\, Irvine\, 18051 Von Karman Ave\, Irvine\, CA\, 92612 CATEGORIES:Cavalier Associates In-Person Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT 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 X/TwitterThis 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 BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20260506T113000 DTEND;TZID=America/Los_Angeles:20260506T130000 DTSTAMP:20260506T214439Z CREATED:20260408T221602Z LAST-MODIFIED:20260506T214439Z UID:31162-1778067000-1778072400@cavalierassociates.com SUMMARY:The Math of Living Longer: 10 Ways to Transform Case Design - Los Angeles 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 X/TwitterThis 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/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 END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20260505T113000 DTEND;TZID=America/Los_Angeles:20260505T130000 DTSTAMP:20260505T200502Z CREATED:20260408T221602Z LAST-MODIFIED:20260505T200502Z UID:31145-1777980600-1777986000@cavalierassociates.com SUMMARY:The Math of Living Longer: 10 Ways to Transform Case Design - Costa Mesa 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 PhoneThis 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/the-math-of-living-longer-10-ways-to-transform-case-design-costa-mesa/ LOCATION:Water Grill\, Costa Mesa\, 3300 Bristol St\, Costa Mesa\, 92626\, United States CATEGORIES:Cavalier Associates In-Person Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20260326T120000 DTEND;TZID=America/Los_Angeles:20260326T130000 DTSTAMP:20260330T145710Z CREATED:20260303T210349Z LAST-MODIFIED:20260330T145710Z UID:31055-1774526400-1774530000@cavalierassociates.com SUMMARY:Dueling Underwriters: The Algorithm vs The Advocate - El Segundo 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 CompanyThis 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/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 END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20260325T170000 DTEND;TZID=America/Los_Angeles:20260325T183000 DTSTAMP:20260330T145656Z CREATED:20260226T182524Z LAST-MODIFIED:20260330T145656Z UID:31028-1774458000-1774463400@cavalierassociates.com SUMMARY:Dueling Underwriters: The Algorithm vs The Advocate - Irvine 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 NameThis 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/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 END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20260226T120000 DTEND;TZID=America/New_York:20260226T130000 DTSTAMP:20260226T201616Z CREATED:20260127T220252Z LAST-MODIFIED:20260226T201616Z UID:30922-1772107200-1772110800@cavalierassociates.com SUMMARY:Hidden Leverage: Using Existing Assets to Solve LTC & Legacy Planning - Ohio 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 NameThis 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/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 END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20260219T120000 DTEND;TZID=America/Los_Angeles:20260219T130000 DTSTAMP:20260219T211608Z CREATED:20260127T000917Z LAST-MODIFIED:20260219T211608Z UID:30891-1771502400-1771506000@cavalierassociates.com SUMMARY:Planning Without a Passport: Life Insurance for Non-Citizens 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 InstagramThis 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/planning-without-a-passport-life-insurance-for-non-citizens/ LOCATION:Panda Inn\, Pasadena\, 3488 E Foothill Blvd\, Pasadena\, CA\, 91107 CATEGORIES:Cavalier Associates In-Person Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20260204T120000 DTEND;TZID=America/Los_Angeles:20260204T130000 DTSTAMP:20260204T220810Z CREATED:20251224T170253Z LAST-MODIFIED:20260204T220810Z UID:30619-1770206400-1770210000@cavalierassociates.com SUMMARY:When Retirement Planning Meets Real Life - Costa Mesa 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 PhoneThis 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/when-retirement-planning-meets-real-life-costa-mesa/ LOCATION:Water Grill\, Costa Mesa\, 3300 Bristol St\, Costa Mesa\, 92626\, United States CATEGORIES:Cavalier Associates In-Person Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20260203T120000 DTEND;TZID=America/Los_Angeles:20260203T130000 DTSTAMP:20260204T220825Z CREATED:20251224T181819Z LAST-MODIFIED:20260204T220825Z UID:30635-1770120000-1770123600@cavalierassociates.com SUMMARY:When Retirement Planning Meets Real Life - West LA 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 FacebookThis 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/when-retirement-planning-meets-real-life-west-la/ 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 END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20260129T120000 DTEND;TZID=America/Los_Angeles:20260129T130000 DTSTAMP:20260202T154725Z CREATED:20251230T164958Z LAST-MODIFIED:20260202T154725Z UID:30831-1769688000-1769691600@cavalierassociates.com SUMMARY:Indexed UL in a Post-Busch World 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 PhoneThis 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/indexed-ul-in-a-post-busch-world/ LOCATION:Joey Newport Beach\, 453 Newport Center Dr\, Newport Beach\, CA\, 92660 CATEGORIES:Cavalier Associates In-Person Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20251211T120000 DTEND;TZID=America/Los_Angeles:20251211T130000 DTSTAMP:20251211T231159Z CREATED:20251030T153402Z LAST-MODIFIED:20251211T231159Z UID:30537-1765454400-1765458000@cavalierassociates.com SUMMARY:The Evolving Landscape of Life Insurance Underwriting - Los Angeles 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 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/the-evolving-landscape-of-life-insurance-underwriting-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 END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20251210T120000 DTEND;TZID=America/Los_Angeles:20251210T130000 DTSTAMP:20251211T231222Z CREATED:20251030T153402Z LAST-MODIFIED:20251211T231222Z UID:30520-1765368000-1765371600@cavalierassociates.com SUMMARY:The Evolving Landscape of Life Insurance Underwriting - Glendale 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 InstagramThis 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/the-evolving-landscape-of-life-insurance-underwriting-glendale/ LOCATION:Pardis\, Glendale\, 738 N Glendale Ave.\, Glendale\, CA\, 91206\, United States CATEGORIES:Cavalier Associates In-Person Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20251209T120000 DTEND;TZID=America/Los_Angeles:20251209T130000 DTSTAMP:20251210T160935Z CREATED:20251030T153402Z LAST-MODIFIED:20251210T160935Z UID:30503-1765281600-1765285200@cavalierassociates.com SUMMARY:The Evolving Landscape of Life Insurance Underwriting - Costa Mesa 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 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/the-evolving-landscape-of-life-insurance-underwriting-costa-mesa/ LOCATION:Water Grill\, Costa Mesa\, 3300 Bristol St\, Costa Mesa\, 92626\, United States CATEGORIES:Cavalier Associates In-Person Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20251023T120000 DTEND;TZID=America/Los_Angeles:20251023T130000 DTSTAMP:20251023T204322Z CREATED:20250910T183214Z LAST-MODIFIED:20251023T204322Z UID:29770-1761220800-1761224400@cavalierassociates.com SUMMARY:The Modern LTC Playbook: Integrating Tax Incentives and Client Psychology - Costa Mesa 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 CommentsThis 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/the-modern-ltc-playbook-integrating-tax-incentives-and-client-psychology-costa-mesa/ LOCATION:Water Grill\, Costa Mesa\, 3300 Bristol St\, Costa Mesa\, 92626\, United States CATEGORIES:Cavalier Associates In-Person Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20251022T120000 DTEND;TZID=America/Los_Angeles:20251022T130000 DTSTAMP:20251022T213836Z CREATED:20250910T191616Z LAST-MODIFIED:20251022T213836Z UID:29783-1761134400-1761138000@cavalierassociates.com SUMMARY:The Modern LTC Playbook: Integrating Tax Incentives and Client Psychology - Los Angeles 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 CommentsThis 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/the-modern-ltc-playbook-integrating-tax-incentives-and-client-psychology-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 END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20250918T120000 DTEND;TZID=America/Los_Angeles:20250918T130000 DTSTAMP:20250918T173919Z CREATED:20250818T190118Z LAST-MODIFIED:20250918T173919Z UID:28949-1758196800-1758200400@cavalierassociates.com SUMMARY:OBBB 2025: What Financial Advisors Need to Know for Their Business Owner Clients - Long Beach 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 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/obbb-2025-what-financial-advisors-need-to-know-for-their-business-owner-clients-long-beach/ LOCATION:555 East American Steakhouse\, Long Beach\, 555 E. Ocean Blvd\, Long Beach\, CA\, 90802\, United States CATEGORIES:Cavalier Associates In-Person Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20250917T120000 DTEND;TZID=America/Los_Angeles:20250917T130000 DTSTAMP:20250916T151743Z CREATED:20250818T185329Z LAST-MODIFIED:20250916T151743Z UID:28943-1758110400-1758114000@cavalierassociates.com SUMMARY:OBBB 2025: What Financial Advisors Need to Know for Their Business Owner Clients - Pasadena 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 URLThis 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/obbb-2025-what-financial-advisors-need-to-know-for-their-business-owner-clients-pasadena/ LOCATION:Nick’s Restaurant\, Pasadena\, 336 S Lake Ave\, Pasadena\, 91101\, United States CATEGORIES:Cavalier Associates In-Person Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20250916T120000 DTEND;TZID=America/Los_Angeles:20250916T130000 DTSTAMP:20250916T151728Z CREATED:20250818T185127Z LAST-MODIFIED:20250916T151728Z UID:28937-1758024000-1758027600@cavalierassociates.com SUMMARY:OBBB 2025: What Financial Advisors Need to Know for Their Business Owner Clients - Costa Mesa 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 InstagramThis 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/obbb-2025-what-financial-advisors-need-to-know-for-their-business-owner-clients-costa-mesa/ LOCATION:Water Grill\, Costa Mesa\, 3300 Bristol St\, Costa Mesa\, 92626\, United States CATEGORIES:Cavalier Associates In-Person Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20250820T120000 DTEND;TZID=America/Los_Angeles:20250820T130000 DTSTAMP:20250820T170314Z CREATED:20250729T194224Z LAST-MODIFIED:20250820T170314Z UID:28780-1755691200-1755694800@cavalierassociates.com SUMMARY:How to Identify Life Insurance Replacements\, Multi-Generational Wealth Building\, and IUL Built for Small Business 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 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/how-to-identify-life-insurance-replacements-multi-generational-wealth-building-and-iul-built-for-small-business-la/ 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 END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20250819T120000 DTEND;TZID=America/Los_Angeles:20250819T130000 DTSTAMP:20250820T170245Z CREATED:20250729T172924Z LAST-MODIFIED:20250820T170245Z UID:28759-1755604800-1755608400@cavalierassociates.com SUMMARY:How to Identify Life Insurance Replacements\, Multi-Generational Wealth Building\, and IUL Built for Small Business 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 InstagramThis 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/how-to-identify-life-insurance-replacements-multi-generational-wealth-building-and-iul-built-for-small-business/ LOCATION:Nick’s Restaurant\, Pasadena\, 336 S Lake Ave\, Pasadena\, 91101\, United States CATEGORIES:Cavalier Associates In-Person Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20250731T120000 DTEND;TZID=America/Los_Angeles:20250731T130000 DTSTAMP:20250730T205421Z CREATED:20250417T155619Z LAST-MODIFIED:20250730T205421Z UID:28314-1753963200-1753966800@cavalierassociates.com SUMMARY:Unlocking Hidden Wealth: Transforming Idle Assets into Lifetime Opportunities 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 InstagramThis 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/unlocking-hidden-wealth-transforming-idle-assets-into-lifetime-opportunities/ 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 END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20250730T120000 DTEND;TZID=America/Los_Angeles:20250730T130000 DTSTAMP:20250730T205347Z CREATED:20250417T152515Z LAST-MODIFIED:20250730T205347Z UID:28289-1753876800-1753880400@cavalierassociates.com SUMMARY:Unlocking Hidden Wealth: Transforming Idle Assets into Lifetime Opportunities 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 CommentsThis 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/unlocking-hidden-wealth-transforming-idle-assets-into-lifetime-opportunities-costa-mesa/ LOCATION:Water Grill\, Costa Mesa\, 3300 Bristol St\, Costa Mesa\, 92626\, United States CATEGORIES:Cavalier Associates In-Person Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20250717T120000 DTEND;TZID=America/Los_Angeles:20250717T130000 DTSTAMP:20250717T163434Z CREATED:20250611T152753Z LAST-MODIFIED:20250717T163434Z UID:28494-1752753600-1752757200@cavalierassociates.com SUMMARY:The Hidden Threats to Your Clients' Legacy—And the Strategy to Beat Them 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 FacebookThis 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/the-hidden-threats-to-your-clients-legacy-and-the-strategy-to-beat-them/ LOCATION:Il Fornaio\, Manhattan Beach\, 1800 Rosecrans Ave.\, Manhattan Beach\, CA\, 90266\, United States CATEGORIES:Cavalier Associates In-Person Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20250618T120000 DTEND;TZID=America/Los_Angeles:20250618T130000 DTSTAMP:20250618T170140Z CREATED:20250417T153050Z LAST-MODIFIED:20250618T170140Z UID:28300-1750248000-1750251600@cavalierassociates.com SUMMARY:Not All Indexed ULs Are Created Equal 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 PhoneThis 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/not-all-indexed-uls-are-created-equal-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 END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20250617T120000 DTEND;TZID=America/Los_Angeles:20250617T130000 DTSTAMP:20250617T154438Z CREATED:20250416T185543Z LAST-MODIFIED:20250617T154438Z UID:28271-1750161600-1750165200@cavalierassociates.com SUMMARY:Not All Indexed ULs Are Created Equal 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 FacebookThis 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/not-all-indexed-uls-are-created-equal-costa-mesa/ LOCATION:Water Grill\, Costa Mesa\, 3300 Bristol St\, Costa Mesa\, 92626\, United States CATEGORIES:Cavalier Associates In-Person Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20250424T120000 DTEND;TZID=America/Los_Angeles:20250424T130000 DTSTAMP:20250424T172711Z CREATED:20250325T144111Z LAST-MODIFIED:20250424T172711Z UID:28132-1745496000-1745499600@cavalierassociates.com SUMMARY:LTC Tax Strategies\, New Products\, and LTC 80+ 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 URLThis 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/ltc-tax-strategies-new-products-and-ltc-80/ LOCATION:Fogo de Chão\, Woodland Hills\, 6263 Topanga Canyon Blvd #100\, Woodland Hills\, 91367\, United States CATEGORIES:Cavalier Associates In-Person Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT END:VCALENDAR