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DTSTART;TZID=America/Los_Angeles:20251023T120000
DTEND;TZID=America/Los_Angeles:20251023T130000
DTSTAMP:20260523T045543
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 EventThis luncheon will highlight innovative tax strategies and client conversation techniques for integrating long-term care solutions into financial and insurance planning\, with a focus on business and asset-based funding approaches. Advisors can expect practical insights into leveraging tax incentives\, repositioning client assets\, and mastering client communications for more successful LTC planning outcomes. Hosted by: David Kopaloff\, Marketing Consultant\, Cavalier AssociatesChris Chertboonmuang\, Regional Vice President\, NationwideJulie Udovch\, Regional Vice President CareMatters Sales\, NationwideYou’ll walk away with ideas you can put in front of clients immediately\, positioning yourself as the one who helps them take advantage of these changes while building your own book. Wednesday\, October 22\, 2025 12:00pm Il Moro Restaurant\, 11400 Olympic Blvd (entrance on Purdue Ave)\, Los Angeles CA 90064 Lunch Provided     \n\n        \n                    \n                    \n\n        \n        Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com
URL:https://cavalierassociates.com/event/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:20260523T045543
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 EventThis luncheon will highlight innovative tax strategies and client conversation techniques for integrating long-term care solutions into financial and insurance planning\, with a focus on business and asset-based funding approaches. Advisors can expect practical insights into leveraging tax incentives\, repositioning client assets\, and mastering client communications for more successful LTC planning outcomes. Hosted by: David Kopaloff\, Marketing Consultant\, Cavalier AssociatesChris Chertboonmuang\, Regional Vice President\, NationwideJulie Udovch\, Regional Vice President CareMatters Sales\, NationwideYou’ll walk away with ideas you can put in front of clients immediately\, positioning yourself as the one who helps them take advantage of these changes while building your own book. Wednesday\, October 22\, 2025 12:00pm Il Moro Restaurant\, 11400 Olympic Blvd (entrance on Purdue Ave)\, Los Angeles CA 90064 Lunch Provided     \n\n        \n                    \n                    \n\n        \n        Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com
URL:https://cavalierassociates.com/event/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:20260523T045543
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 EventThis luncheon will highlight innovative tax strategies and client conversation techniques for integrating long-term care solutions into financial and insurance planning\, with a focus on business and asset-based funding approaches. Advisors can expect practical insights into leveraging tax incentives\, repositioning client assets\, and mastering client communications for more successful LTC planning outcomes. Hosted by: David Kopaloff\, Marketing Consultant\, Cavalier AssociatesChris Chertboonmuang\, Regional Vice President\, NationwideJulie Udovch\, Regional Vice President CareMatters Sales\, NationwideYou’ll walk away with ideas you can put in front of clients immediately\, positioning yourself as the one who helps them take advantage of these changes while building your own book. Wednesday\, October 22\, 2025 12:00pm Il Moro Restaurant\, 11400 Olympic Blvd (entrance on Purdue Ave)\, Los Angeles CA 90064 Lunch Provided     \n\n        \n                    \n                    \n\n        \n        Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com
URL:https://cavalierassociates.com/event/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:20260523T045543
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 EventThis luncheon will highlight innovative tax strategies and client conversation techniques for integrating long-term care solutions into financial and insurance planning\, with a focus on business and asset-based funding approaches. Advisors can expect practical insights into leveraging tax incentives\, repositioning client assets\, and mastering client communications for more successful LTC planning outcomes. Hosted by: David Kopaloff\, Marketing Consultant\, Cavalier AssociatesChris Chertboonmuang\, Regional Vice President\, NationwideJulie Udovch\, Regional Vice President CareMatters Sales\, NationwideYou’ll walk away with ideas you can put in front of clients immediately\, positioning yourself as the one who helps them take advantage of these changes while building your own book. Wednesday\, October 22\, 2025 12:00pm Il Moro Restaurant\, 11400 Olympic Blvd (entrance on Purdue Ave)\, Los Angeles CA 90064 Lunch Provided     \n\n        \n                    \n                    \n\n        \n        Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com
URL:https://cavalierassociates.com/event/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:20260523T045543
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 EventThis luncheon will highlight innovative tax strategies and client conversation techniques for integrating long-term care solutions into financial and insurance planning\, with a focus on business and asset-based funding approaches. Advisors can expect practical insights into leveraging tax incentives\, repositioning client assets\, and mastering client communications for more successful LTC planning outcomes. Hosted by: David Kopaloff\, Marketing Consultant\, Cavalier AssociatesChris Chertboonmuang\, Regional Vice President\, NationwideJulie Udovch\, Regional Vice President CareMatters Sales\, NationwideYou’ll walk away with ideas you can put in front of clients immediately\, positioning yourself as the one who helps them take advantage of these changes while building your own book. Wednesday\, October 22\, 2025 12:00pm Il Moro Restaurant\, 11400 Olympic Blvd (entrance on Purdue Ave)\, Los Angeles CA 90064 Lunch Provided     \n\n        \n                    \n                    \n\n        \n        Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com
URL:https://cavalierassociates.com/event/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:20260523T045543
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 EventThis luncheon will highlight innovative tax strategies and client conversation techniques for integrating long-term care solutions into financial and insurance planning\, with a focus on business and asset-based funding approaches. Advisors can expect practical insights into leveraging tax incentives\, repositioning client assets\, and mastering client communications for more successful LTC planning outcomes. Hosted by: David Kopaloff\, Marketing Consultant\, Cavalier AssociatesChris Chertboonmuang\, Regional Vice President\, NationwideJulie Udovch\, Regional Vice President CareMatters Sales\, NationwideYou’ll walk away with ideas you can put in front of clients immediately\, positioning yourself as the one who helps them take advantage of these changes while building your own book. Wednesday\, October 22\, 2025 12:00pm Il Moro Restaurant\, 11400 Olympic Blvd (entrance on Purdue Ave)\, Los Angeles CA 90064 Lunch Provided     \n\n        \n                    \n                    \n\n        \n        Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com
URL:https://cavalierassociates.com/event/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:20260523T045543
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 EventThis luncheon will highlight innovative tax strategies and client conversation techniques for integrating long-term care solutions into financial and insurance planning\, with a focus on business and asset-based funding approaches. Advisors can expect practical insights into leveraging tax incentives\, repositioning client assets\, and mastering client communications for more successful LTC planning outcomes. Hosted by: David Kopaloff\, Marketing Consultant\, Cavalier AssociatesChris Chertboonmuang\, Regional Vice President\, NationwideJulie Udovch\, Regional Vice President CareMatters Sales\, NationwideYou’ll walk away with ideas you can put in front of clients immediately\, positioning yourself as the one who helps them take advantage of these changes while building your own book. Wednesday\, October 22\, 2025 12:00pm Il Moro Restaurant\, 11400 Olympic Blvd (entrance on Purdue Ave)\, Los Angeles CA 90064 Lunch Provided     \n\n        \n                    \n                    \n\n        \n        Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com
URL:https://cavalierassociates.com/event/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:20260523T045543
CREATED:20250417T155619Z
LAST-MODIFIED:20250730T205421Z
UID:28314-1753963200-1753966800@cavalierassociates.com
SUMMARY:Unlocking Hidden Wealth: Transforming Idle Assets into Lifetime Opportunities
DESCRIPTION:About the EventThis luncheon will highlight innovative tax strategies and client conversation techniques for integrating long-term care solutions into financial and insurance planning\, with a focus on business and asset-based funding approaches. Advisors can expect practical insights into leveraging tax incentives\, repositioning client assets\, and mastering client communications for more successful LTC planning outcomes. Hosted by: David Kopaloff\, Marketing Consultant\, Cavalier AssociatesChris Chertboonmuang\, Regional Vice President\, NationwideJulie Udovch\, Regional Vice President CareMatters Sales\, NationwideYou’ll walk away with ideas you can put in front of clients immediately\, positioning yourself as the one who helps them take advantage of these changes while building your own book. Wednesday\, October 22\, 2025 12:00pm Il Moro Restaurant\, 11400 Olympic Blvd (entrance on Purdue Ave)\, Los Angeles CA 90064 Lunch Provided     \n\n        \n                    \n                    \n\n        \n        Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com
URL:https://cavalierassociates.com/event/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:20260523T045543
CREATED:20250417T152515Z
LAST-MODIFIED:20250730T205347Z
UID:28289-1753876800-1753880400@cavalierassociates.com
SUMMARY:Unlocking Hidden Wealth: Transforming Idle Assets into Lifetime Opportunities
DESCRIPTION:About the EventThis luncheon will highlight innovative tax strategies and client conversation techniques for integrating long-term care solutions into financial and insurance planning\, with a focus on business and asset-based funding approaches. Advisors can expect practical insights into leveraging tax incentives\, repositioning client assets\, and mastering client communications for more successful LTC planning outcomes. Hosted by: David Kopaloff\, Marketing Consultant\, Cavalier AssociatesChris Chertboonmuang\, Regional Vice President\, NationwideJulie Udovch\, Regional Vice President CareMatters Sales\, NationwideYou’ll walk away with ideas you can put in front of clients immediately\, positioning yourself as the one who helps them take advantage of these changes while building your own book. Wednesday\, October 22\, 2025 12:00pm Il Moro Restaurant\, 11400 Olympic Blvd (entrance on Purdue Ave)\, Los Angeles CA 90064 Lunch Provided     \n\n        \n                    \n                    \n\n        \n        Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com
URL:https://cavalierassociates.com/event/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:20260523T045543
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 EventThis luncheon will highlight innovative tax strategies and client conversation techniques for integrating long-term care solutions into financial and insurance planning\, with a focus on business and asset-based funding approaches. Advisors can expect practical insights into leveraging tax incentives\, repositioning client assets\, and mastering client communications for more successful LTC planning outcomes. Hosted by: David Kopaloff\, Marketing Consultant\, Cavalier AssociatesChris Chertboonmuang\, Regional Vice President\, NationwideJulie Udovch\, Regional Vice President CareMatters Sales\, NationwideYou’ll walk away with ideas you can put in front of clients immediately\, positioning yourself as the one who helps them take advantage of these changes while building your own book. Wednesday\, October 22\, 2025 12:00pm Il Moro Restaurant\, 11400 Olympic Blvd (entrance on Purdue Ave)\, Los Angeles CA 90064 Lunch Provided     \n\n        \n                    \n                    \n\n        \n        Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com
URL:https://cavalierassociates.com/event/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:20260523T045543
CREATED:20250417T153050Z
LAST-MODIFIED:20250618T170140Z
UID:28300-1750248000-1750251600@cavalierassociates.com
SUMMARY:Not All Indexed ULs Are Created Equal
DESCRIPTION:About the EventThis luncheon will highlight innovative tax strategies and client conversation techniques for integrating long-term care solutions into financial and insurance planning\, with a focus on business and asset-based funding approaches. Advisors can expect practical insights into leveraging tax incentives\, repositioning client assets\, and mastering client communications for more successful LTC planning outcomes. Hosted by: David Kopaloff\, Marketing Consultant\, Cavalier AssociatesChris Chertboonmuang\, Regional Vice President\, NationwideJulie Udovch\, Regional Vice President CareMatters Sales\, NationwideYou’ll walk away with ideas you can put in front of clients immediately\, positioning yourself as the one who helps them take advantage of these changes while building your own book. Wednesday\, October 22\, 2025 12:00pm Il Moro Restaurant\, 11400 Olympic Blvd (entrance on Purdue Ave)\, Los Angeles CA 90064 Lunch Provided     \n\n        \n                    \n                    \n\n        \n        Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com
URL:https://cavalierassociates.com/event/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:20260523T045543
CREATED:20250416T185543Z
LAST-MODIFIED:20250617T154438Z
UID:28271-1750161600-1750165200@cavalierassociates.com
SUMMARY:Not All Indexed ULs Are Created Equal
DESCRIPTION:About the EventThis luncheon will highlight innovative tax strategies and client conversation techniques for integrating long-term care solutions into financial and insurance planning\, with a focus on business and asset-based funding approaches. Advisors can expect practical insights into leveraging tax incentives\, repositioning client assets\, and mastering client communications for more successful LTC planning outcomes. Hosted by: David Kopaloff\, Marketing Consultant\, Cavalier AssociatesChris Chertboonmuang\, Regional Vice President\, NationwideJulie Udovch\, Regional Vice President CareMatters Sales\, NationwideYou’ll walk away with ideas you can put in front of clients immediately\, positioning yourself as the one who helps them take advantage of these changes while building your own book. Wednesday\, October 22\, 2025 12:00pm Il Moro Restaurant\, 11400 Olympic Blvd (entrance on Purdue Ave)\, Los Angeles CA 90064 Lunch Provided     \n\n        \n                    \n                    \n\n        \n        Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com
URL:https://cavalierassociates.com/event/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:20260523T045543
CREATED:20250325T144111Z
LAST-MODIFIED:20250424T172711Z
UID:28132-1745496000-1745499600@cavalierassociates.com
SUMMARY:LTC Tax Strategies\, New Products\, and LTC  80+
DESCRIPTION:About the EventThis luncheon will highlight innovative tax strategies and client conversation techniques for integrating long-term care solutions into financial and insurance planning\, with a focus on business and asset-based funding approaches. Advisors can expect practical insights into leveraging tax incentives\, repositioning client assets\, and mastering client communications for more successful LTC planning outcomes. Hosted by: David Kopaloff\, Marketing Consultant\, Cavalier AssociatesChris Chertboonmuang\, Regional Vice President\, NationwideJulie Udovch\, Regional Vice President CareMatters Sales\, NationwideYou’ll walk away with ideas you can put in front of clients immediately\, positioning yourself as the one who helps them take advantage of these changes while building your own book. Wednesday\, October 22\, 2025 12:00pm Il Moro Restaurant\, 11400 Olympic Blvd (entrance on Purdue Ave)\, Los Angeles CA 90064 Lunch Provided     \n\n        \n                    \n                    \n\n        \n        Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com
URL:https://cavalierassociates.com/event/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
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20250327T120000
DTEND;TZID=America/Los_Angeles:20250327T130000
DTSTAMP:20260523T045543
CREATED:20250120T205153Z
LAST-MODIFIED:20250326T143425Z
UID:27984-1743076800-1743080400@cavalierassociates.com
SUMMARY:Underwriting Lunch  with Ken Turscak
DESCRIPTION:About the EventThis luncheon will highlight innovative tax strategies and client conversation techniques for integrating long-term care solutions into financial and insurance planning\, with a focus on business and asset-based funding approaches. Advisors can expect practical insights into leveraging tax incentives\, repositioning client assets\, and mastering client communications for more successful LTC planning outcomes. Hosted by: David Kopaloff\, Marketing Consultant\, Cavalier AssociatesChris Chertboonmuang\, Regional Vice President\, NationwideJulie Udovch\, Regional Vice President CareMatters Sales\, NationwideYou’ll walk away with ideas you can put in front of clients immediately\, positioning yourself as the one who helps them take advantage of these changes while building your own book. Wednesday\, October 22\, 2025 12:00pm Il Moro Restaurant\, 11400 Olympic Blvd (entrance on Purdue Ave)\, Los Angeles CA 90064 Lunch Provided     \n\n        \n                    \n                    \n\n        \n        Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com
URL:https://cavalierassociates.com/event/underwriting-lunch-with-ken-turscak/
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:20250326T160000
DTEND;TZID=America/Los_Angeles:20250326T173000
DTSTAMP:20260523T045543
CREATED:20250115T212028Z
LAST-MODIFIED:20250326T143329Z
UID:27956-1743004800-1743010200@cavalierassociates.com
SUMMARY:Meet Ken Turscak: Underwriting Trends & Happy Hour
DESCRIPTION:About the EventThis luncheon will highlight innovative tax strategies and client conversation techniques for integrating long-term care solutions into financial and insurance planning\, with a focus on business and asset-based funding approaches. Advisors can expect practical insights into leveraging tax incentives\, repositioning client assets\, and mastering client communications for more successful LTC planning outcomes. Hosted by: David Kopaloff\, Marketing Consultant\, Cavalier AssociatesChris Chertboonmuang\, Regional Vice President\, NationwideJulie Udovch\, Regional Vice President CareMatters Sales\, NationwideYou’ll walk away with ideas you can put in front of clients immediately\, positioning yourself as the one who helps them take advantage of these changes while building your own book. Wednesday\, October 22\, 2025 12:00pm Il Moro Restaurant\, 11400 Olympic Blvd (entrance on Purdue Ave)\, Los Angeles CA 90064 Lunch Provided     \n\n        \n                    \n                    \n\n        \n        Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com
URL:https://cavalierassociates.com/event/meet-ken-turscak-underwriting-trends-happy-hour/
LOCATION:View Restaurant\, Newport Beach\, 900 Newport Center Drive\, Newport Beach\, 92660\, 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:20250226T120000
DTEND;TZID=America/Los_Angeles:20250226T130000
DTSTAMP:20260523T045543
CREATED:20250106T192906Z
LAST-MODIFIED:20250226T201352Z
UID:27923-1740571200-1740574800@cavalierassociates.com
SUMMARY:LTC Planning Insights
DESCRIPTION:About the EventThis luncheon will highlight innovative tax strategies and client conversation techniques for integrating long-term care solutions into financial and insurance planning\, with a focus on business and asset-based funding approaches. Advisors can expect practical insights into leveraging tax incentives\, repositioning client assets\, and mastering client communications for more successful LTC planning outcomes. Hosted by: David Kopaloff\, Marketing Consultant\, Cavalier AssociatesChris Chertboonmuang\, Regional Vice President\, NationwideJulie Udovch\, Regional Vice President CareMatters Sales\, NationwideYou’ll walk away with ideas you can put in front of clients immediately\, positioning yourself as the one who helps them take advantage of these changes while building your own book. Wednesday\, October 22\, 2025 12:00pm Il Moro Restaurant\, 11400 Olympic Blvd (entrance on Purdue Ave)\, Los Angeles CA 90064 Lunch Provided     \n\n        \n                    \n                    \n\n        \n        Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com
URL:https://cavalierassociates.com/event/ltc-planning-insights/
LOCATION:Celestino Ristorante\, Pasadena\, 141 S Lake Ave\, Pasadena\, CA\, 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:20250225T120000
DTEND;TZID=America/Los_Angeles:20250225T130000
DTSTAMP:20260523T045543
CREATED:20241231T172126Z
LAST-MODIFIED:20250225T163059Z
UID:27905-1740484800-1740488400@cavalierassociates.com
SUMMARY:Master LTC Planning Strategies - Irvine
DESCRIPTION:About the EventThis luncheon will highlight innovative tax strategies and client conversation techniques for integrating long-term care solutions into financial and insurance planning\, with a focus on business and asset-based funding approaches. Advisors can expect practical insights into leveraging tax incentives\, repositioning client assets\, and mastering client communications for more successful LTC planning outcomes. Hosted by: David Kopaloff\, Marketing Consultant\, Cavalier AssociatesChris Chertboonmuang\, Regional Vice President\, NationwideJulie Udovch\, Regional Vice President CareMatters Sales\, NationwideYou’ll walk away with ideas you can put in front of clients immediately\, positioning yourself as the one who helps them take advantage of these changes while building your own book. Wednesday\, October 22\, 2025 12:00pm Il Moro Restaurant\, 11400 Olympic Blvd (entrance on Purdue Ave)\, Los Angeles CA 90064 Lunch Provided     \n\n        \n                    \n                    \n\n        \n        Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com
URL:https://cavalierassociates.com/event/master-ltc-planning-strategies-irvine/
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:20250123T120000
DTEND;TZID=America/Los_Angeles:20250123T130000
DTSTAMP:20260523T045543
CREATED:20241218T214302Z
LAST-MODIFIED:20250120T180129Z
UID:27844-1737633600-1737637200@cavalierassociates.com
SUMMARY:Global Wealth Insights
DESCRIPTION:About the EventThis luncheon will highlight innovative tax strategies and client conversation techniques for integrating long-term care solutions into financial and insurance planning\, with a focus on business and asset-based funding approaches. Advisors can expect practical insights into leveraging tax incentives\, repositioning client assets\, and mastering client communications for more successful LTC planning outcomes. Hosted by: David Kopaloff\, Marketing Consultant\, Cavalier AssociatesChris Chertboonmuang\, Regional Vice President\, NationwideJulie Udovch\, Regional Vice President CareMatters Sales\, NationwideYou’ll walk away with ideas you can put in front of clients immediately\, positioning yourself as the one who helps them take advantage of these changes while building your own book. Wednesday\, October 22\, 2025 12:00pm Il Moro Restaurant\, 11400 Olympic Blvd (entrance on Purdue Ave)\, Los Angeles CA 90064 Lunch Provided     \n\n        \n                    \n                    \n\n        \n        Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com
URL:https://cavalierassociates.com/event/global-wealth-insights/
LOCATION:Celestino Ristorante\, Pasadena\, 141 S Lake Ave\, Pasadena\, CA\, 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:20241210T120000
DTEND;TZID=America/Los_Angeles:20241210T130000
DTSTAMP:20260523T045543
CREATED:20241031T114538Z
LAST-MODIFIED:20241210T161646Z
UID:27695-1733832000-1733835600@cavalierassociates.com
SUMMARY:Mastering Underwriting with Chief Underwriter Ken Turscak
DESCRIPTION:About the EventThis luncheon will highlight innovative tax strategies and client conversation techniques for integrating long-term care solutions into financial and insurance planning\, with a focus on business and asset-based funding approaches. Advisors can expect practical insights into leveraging tax incentives\, repositioning client assets\, and mastering client communications for more successful LTC planning outcomes. Hosted by: David Kopaloff\, Marketing Consultant\, Cavalier AssociatesChris Chertboonmuang\, Regional Vice President\, NationwideJulie Udovch\, Regional Vice President CareMatters Sales\, NationwideYou’ll walk away with ideas you can put in front of clients immediately\, positioning yourself as the one who helps them take advantage of these changes while building your own book. Wednesday\, October 22\, 2025 12:00pm Il Moro Restaurant\, 11400 Olympic Blvd (entrance on Purdue Ave)\, Los Angeles CA 90064 Lunch Provided     \n\n        \n                    \n                    \n\n        \n        Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com
URL:https://cavalierassociates.com/event/mastering-underwriting-with-chief-underwriter-ken-turscak/
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:20241114T120000
DTEND;TZID=America/Los_Angeles:20241114T130000
DTSTAMP:20260523T045543
CREATED:20241017T182054Z
LAST-MODIFIED:20241114T191350Z
UID:27521-1731585600-1731589200@cavalierassociates.com
SUMMARY:Post-Election Financial Strategies and Business Planning Insights
DESCRIPTION:About the EventThis luncheon will highlight innovative tax strategies and client conversation techniques for integrating long-term care solutions into financial and insurance planning\, with a focus on business and asset-based funding approaches. Advisors can expect practical insights into leveraging tax incentives\, repositioning client assets\, and mastering client communications for more successful LTC planning outcomes. Hosted by: David Kopaloff\, Marketing Consultant\, Cavalier AssociatesChris Chertboonmuang\, Regional Vice President\, NationwideJulie Udovch\, Regional Vice President CareMatters Sales\, NationwideYou’ll walk away with ideas you can put in front of clients immediately\, positioning yourself as the one who helps them take advantage of these changes while building your own book. Wednesday\, October 22\, 2025 12:00pm Il Moro Restaurant\, 11400 Olympic Blvd (entrance on Purdue Ave)\, Los Angeles CA 90064 Lunch Provided     \n\n        \n                    \n                    \n\n        \n        Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com
URL:https://cavalierassociates.com/event/post-election-financial-strategies-and-business-planning-insights-2/
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:20241112T120000
DTEND;TZID=America/Los_Angeles:20241112T130000
DTSTAMP:20260523T045543
CREATED:20241007T114526Z
LAST-MODIFIED:20241113T214921Z
UID:27459-1731412800-1731416400@cavalierassociates.com
SUMMARY:Post-Election Financial Strategies and Business Planning Insights
DESCRIPTION:About the EventThis luncheon will highlight innovative tax strategies and client conversation techniques for integrating long-term care solutions into financial and insurance planning\, with a focus on business and asset-based funding approaches. Advisors can expect practical insights into leveraging tax incentives\, repositioning client assets\, and mastering client communications for more successful LTC planning outcomes. Hosted by: David Kopaloff\, Marketing Consultant\, Cavalier AssociatesChris Chertboonmuang\, Regional Vice President\, NationwideJulie Udovch\, Regional Vice President CareMatters Sales\, NationwideYou’ll walk away with ideas you can put in front of clients immediately\, positioning yourself as the one who helps them take advantage of these changes while building your own book. Wednesday\, October 22\, 2025 12:00pm Il Moro Restaurant\, 11400 Olympic Blvd (entrance on Purdue Ave)\, Los Angeles CA 90064 Lunch Provided     \n\n        \n                    \n                    \n\n        \n        Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com
URL:https://cavalierassociates.com/event/post-election-financial-strategies-and-business-planning-insights/
LOCATION:Pinstripes\, Canoga Park\, 21851 W. Victory Blvd\, Canoga Park\, 91303\, 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:20241022T120000
DTEND;TZID=America/Los_Angeles:20241022T130000
DTSTAMP:20260523T045543
CREATED:20240917T114507Z
LAST-MODIFIED:20241022T152751Z
UID:27285-1729598400-1729602000@cavalierassociates.com
SUMMARY:The Latest Trends in Estate & Corporate Planning with Justin Smith
DESCRIPTION:About the EventThis luncheon will highlight innovative tax strategies and client conversation techniques for integrating long-term care solutions into financial and insurance planning\, with a focus on business and asset-based funding approaches. Advisors can expect practical insights into leveraging tax incentives\, repositioning client assets\, and mastering client communications for more successful LTC planning outcomes. Hosted by: David Kopaloff\, Marketing Consultant\, Cavalier AssociatesChris Chertboonmuang\, Regional Vice President\, NationwideJulie Udovch\, Regional Vice President CareMatters Sales\, NationwideYou’ll walk away with ideas you can put in front of clients immediately\, positioning yourself as the one who helps them take advantage of these changes while building your own book. Wednesday\, October 22\, 2025 12:00pm Il Moro Restaurant\, 11400 Olympic Blvd (entrance on Purdue Ave)\, Los Angeles CA 90064 Lunch Provided     \n\n        \n                    \n                    \n\n        \n        Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com
URL:https://cavalierassociates.com/event/discussion-with-justin-smith-principal-of-balanced-strategies-and-president-of-strata-family-office-services/
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:20241015T120000
DTEND;TZID=America/Los_Angeles:20241015T133000
DTSTAMP:20260523T045543
CREATED:20240917T114541Z
LAST-MODIFIED:20241015T222128Z
UID:27207-1728993600-1728999000@cavalierassociates.com
SUMMARY:Protecting Your Practice with Long-Term Care Featuring One America & Nationwide
DESCRIPTION:About the EventThis luncheon will highlight innovative tax strategies and client conversation techniques for integrating long-term care solutions into financial and insurance planning\, with a focus on business and asset-based funding approaches. Advisors can expect practical insights into leveraging tax incentives\, repositioning client assets\, and mastering client communications for more successful LTC planning outcomes. Hosted by: David Kopaloff\, Marketing Consultant\, Cavalier AssociatesChris Chertboonmuang\, Regional Vice President\, NationwideJulie Udovch\, Regional Vice President CareMatters Sales\, NationwideYou’ll walk away with ideas you can put in front of clients immediately\, positioning yourself as the one who helps them take advantage of these changes while building your own book. Wednesday\, October 22\, 2025 12:00pm Il Moro Restaurant\, 11400 Olympic Blvd (entrance on Purdue Ave)\, Los Angeles CA 90064 Lunch Provided     \n\n        \n                    \n                    \n\n        \n        Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com
URL:https://cavalierassociates.com/event/protecting-your-practice-with-long-term-care-featuring-one-america-nationwide/
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:20240912T120000
DTEND;TZID=America/Los_Angeles:20240912T133000
DTSTAMP:20260523T045543
CREATED:20240820T200041Z
LAST-MODIFIED:20241009T182025Z
UID:26771-1726142400-1726147800@cavalierassociates.com
SUMMARY:Understanding the Impacts of the Tax Cuts & Jobs Act Sunset and the Connelly Decision
DESCRIPTION:About the EventThis luncheon will highlight innovative tax strategies and client conversation techniques for integrating long-term care solutions into financial and insurance planning\, with a focus on business and asset-based funding approaches. Advisors can expect practical insights into leveraging tax incentives\, repositioning client assets\, and mastering client communications for more successful LTC planning outcomes. Hosted by: David Kopaloff\, Marketing Consultant\, Cavalier AssociatesChris Chertboonmuang\, Regional Vice President\, NationwideJulie Udovch\, Regional Vice President CareMatters Sales\, NationwideYou’ll walk away with ideas you can put in front of clients immediately\, positioning yourself as the one who helps them take advantage of these changes while building your own book. Wednesday\, October 22\, 2025 12:00pm Il Moro Restaurant\, 11400 Olympic Blvd (entrance on Purdue Ave)\, Los Angeles CA 90064 Lunch Provided     \n\n        \n                    \n                    \n\n        \n        Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com
URL:https://cavalierassociates.com/event/understanding-the-impacts-of-the-tax-cuts-jobs-act-sunset-and-the-connelly-decision/
LOCATION:Pinstripes\, Canoga Park\, 21851 W. Victory Blvd\, Canoga Park\, 91303\, United States
CATEGORIES:Cavalier Associates In-Person Events
ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com
END:VEVENT
END:VCALENDAR