BEGIN:VCALENDAR VERSION:2.0 PRODID:-//Cavalier Associates - ECPv6.17.2//NONSGML v1.0//EN CALSCALE:GREGORIAN METHOD:PUBLISH X-WR-CALNAME:Cavalier Associates 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 END:VTIMEZONE BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20250814T113000 DTEND;TZID=America/Los_Angeles:20250814T123000 DTSTAMP:20250814T193045Z CREATED:20250723T224318Z LAST-MODIFIED:20250814T193045Z UID:28735-1755171000-1755174600@cavalierassociates.com SUMMARY:The 2025 IRA Revolution: Ed Slott's Guide to Turning Tax Challenges into Maximum Client Value DESCRIPTION:About the EventLong-term care can create three connected burdens for clients and their families: economic\, administrative and emotional. Advisors who can help clients understand the full impact—and identify assets that may be positioned for the need—can turn a difficult topic into a more productive planning conversation. Join David Beas of Cavalier Associates and Jen Wagoner of OneAmerica for a practical virtual session built around the Three Burdens framework. You’ll explore how IRA and other qualified assets may be repositioned through OneAmerica Annuity Care\, where available and appropriate\, to help clients prepare for long-term care using assets they already own. What You’ll Learn Use the Three Burdens framework to open more relevant and meaningful long-term care conversations. Identify retirement-stage clients whose IRA or other qualified assets may warrant review as part of an LTC funding strategy. Explore how maturing non-qualified annuities can be leveraged to provide tax-free long-term care. Review the product’s underwriting and issue process\, along with the role of the Care Benefit Concierge. Walk away with a practical\, client-ready strategy you can begin using immediately to help clients address long-term care needs while making the most of existing qualified assets. Featured Speakers David Beas\, Life Marketing Consultant\, Cavalier AssociatesJen Wagoner\, Regional Account Director\, Care Solutions Sales Distribution\, OneAmericaRegister now to add a practical qualified-asset strategy to your long-term care planning toolkit. \n\n \n \n \n\n \n Register Now!\n\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-2025-ira-revolution/ CATEGORIES:Cavalier Associates Virtual Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20250814T113000 DTEND;TZID=America/Los_Angeles:20250814T123000 DTSTAMP:20260309T204428Z CREATED:20260309T204427Z LAST-MODIFIED:20260309T204428Z UID:31078-1755171000-1755174600@cavalierassociates.com SUMMARY:The 2025 IRA Revolution: Ed Slott's Guide to Turning Tax Challenges into Maximum Client Value Copy DESCRIPTION:About the EventLong-term care can create three connected burdens for clients and their families: economic\, administrative and emotional. Advisors who can help clients understand the full impact—and identify assets that may be positioned for the need—can turn a difficult topic into a more productive planning conversation. Join David Beas of Cavalier Associates and Jen Wagoner of OneAmerica for a practical virtual session built around the Three Burdens framework. You’ll explore how IRA and other qualified assets may be repositioned through OneAmerica Annuity Care\, where available and appropriate\, to help clients prepare for long-term care using assets they already own. What You’ll Learn Use the Three Burdens framework to open more relevant and meaningful long-term care conversations. Identify retirement-stage clients whose IRA or other qualified assets may warrant review as part of an LTC funding strategy. Explore how maturing non-qualified annuities can be leveraged to provide tax-free long-term care. Review the product’s underwriting and issue process\, along with the role of the Care Benefit Concierge. Walk away with a practical\, client-ready strategy you can begin using immediately to help clients address long-term care needs while making the most of existing qualified assets. Featured Speakers David Beas\, Life Marketing Consultant\, Cavalier AssociatesJen Wagoner\, Regional Account Director\, Care Solutions Sales Distribution\, OneAmericaRegister now to add a practical qualified-asset strategy to your long-term care planning toolkit. \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/the-2025-ira-revolution-2/ CATEGORIES:Cavalier Associates Virtual Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20250814T113000 DTEND;TZID=America/Los_Angeles:20250814T123000 DTSTAMP:20260309T204430Z CREATED:20260309T204429Z LAST-MODIFIED:20260309T204430Z UID:31081-1755171000-1755174600@cavalierassociates.com SUMMARY:The 2025 IRA Revolution: Ed Slott's Guide to Turning Tax Challenges into Maximum Client Value Copy DESCRIPTION:About the EventLong-term care can create three connected burdens for clients and their families: economic\, administrative and emotional. Advisors who can help clients understand the full impact—and identify assets that may be positioned for the need—can turn a difficult topic into a more productive planning conversation. Join David Beas of Cavalier Associates and Jen Wagoner of OneAmerica for a practical virtual session built around the Three Burdens framework. You’ll explore how IRA and other qualified assets may be repositioned through OneAmerica Annuity Care\, where available and appropriate\, to help clients prepare for long-term care using assets they already own. What You’ll Learn Use the Three Burdens framework to open more relevant and meaningful long-term care conversations. Identify retirement-stage clients whose IRA or other qualified assets may warrant review as part of an LTC funding strategy. Explore how maturing non-qualified annuities can be leveraged to provide tax-free long-term care. Review the product’s underwriting and issue process\, along with the role of the Care Benefit Concierge. Walk away with a practical\, client-ready strategy you can begin using immediately to help clients address long-term care needs while making the most of existing qualified assets. Featured Speakers David Beas\, Life Marketing Consultant\, Cavalier AssociatesJen Wagoner\, Regional Account Director\, Care Solutions Sales Distribution\, OneAmericaRegister now to add a practical qualified-asset strategy to your long-term care planning toolkit. \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-2025-ira-revolution-3/ CATEGORIES:Cavalier Associates Virtual Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20250814T113000 DTEND;TZID=America/Los_Angeles:20250814T123000 DTSTAMP:20260309T204432Z CREATED:20260309T204432Z LAST-MODIFIED:20260309T204432Z UID:31084-1755171000-1755174600@cavalierassociates.com SUMMARY:The 2025 IRA Revolution: Ed Slott's Guide to Turning Tax Challenges into Maximum Client Value Copy DESCRIPTION:About the EventLong-term care can create three connected burdens for clients and their families: economic\, administrative and emotional. Advisors who can help clients understand the full impact—and identify assets that may be positioned for the need—can turn a difficult topic into a more productive planning conversation. Join David Beas of Cavalier Associates and Jen Wagoner of OneAmerica for a practical virtual session built around the Three Burdens framework. You’ll explore how IRA and other qualified assets may be repositioned through OneAmerica Annuity Care\, where available and appropriate\, to help clients prepare for long-term care using assets they already own. What You’ll Learn Use the Three Burdens framework to open more relevant and meaningful long-term care conversations. Identify retirement-stage clients whose IRA or other qualified assets may warrant review as part of an LTC funding strategy. Explore how maturing non-qualified annuities can be leveraged to provide tax-free long-term care. Review the product’s underwriting and issue process\, along with the role of the Care Benefit Concierge. Walk away with a practical\, client-ready strategy you can begin using immediately to help clients address long-term care needs while making the most of existing qualified assets. Featured Speakers David Beas\, Life Marketing Consultant\, Cavalier AssociatesJen Wagoner\, Regional Account Director\, Care Solutions Sales Distribution\, OneAmericaRegister now to add a practical qualified-asset strategy to your long-term care planning toolkit. \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-2025-ira-revolution-4/ CATEGORIES:Cavalier Associates Virtual Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20250814T113000 DTEND;TZID=America/Los_Angeles:20250814T123000 DTSTAMP:20260309T204432Z CREATED:20260309T204432Z LAST-MODIFIED:20260309T204432Z UID:31085-1755171000-1755174600@cavalierassociates.com SUMMARY:The 2025 IRA Revolution: Ed Slott's Guide to Turning Tax Challenges into Maximum Client Value Copy DESCRIPTION:About the EventLong-term care can create three connected burdens for clients and their families: economic\, administrative and emotional. Advisors who can help clients understand the full impact—and identify assets that may be positioned for the need—can turn a difficult topic into a more productive planning conversation. Join David Beas of Cavalier Associates and Jen Wagoner of OneAmerica for a practical virtual session built around the Three Burdens framework. You’ll explore how IRA and other qualified assets may be repositioned through OneAmerica Annuity Care\, where available and appropriate\, to help clients prepare for long-term care using assets they already own. What You’ll Learn Use the Three Burdens framework to open more relevant and meaningful long-term care conversations. Identify retirement-stage clients whose IRA or other qualified assets may warrant review as part of an LTC funding strategy. Explore how maturing non-qualified annuities can be leveraged to provide tax-free long-term care. Review the product’s underwriting and issue process\, along with the role of the Care Benefit Concierge. Walk away with a practical\, client-ready strategy you can begin using immediately to help clients address long-term care needs while making the most of existing qualified assets. Featured Speakers David Beas\, Life Marketing Consultant\, Cavalier AssociatesJen Wagoner\, Regional Account Director\, Care Solutions Sales Distribution\, OneAmericaRegister now to add a practical qualified-asset strategy to your long-term care planning toolkit. \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-2025-ira-revolution-5/ CATEGORIES:Cavalier Associates Virtual Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20250814T113000 DTEND;TZID=America/Los_Angeles:20250814T123000 DTSTAMP:20260309T204436Z CREATED:20260309T204435Z LAST-MODIFIED:20260309T204436Z UID:31090-1755171000-1755174600@cavalierassociates.com SUMMARY:The 2025 IRA Revolution: Ed Slott's Guide to Turning Tax Challenges into Maximum Client Value Copy DESCRIPTION:About the EventLong-term care can create three connected burdens for clients and their families: economic\, administrative and emotional. Advisors who can help clients understand the full impact—and identify assets that may be positioned for the need—can turn a difficult topic into a more productive planning conversation. Join David Beas of Cavalier Associates and Jen Wagoner of OneAmerica for a practical virtual session built around the Three Burdens framework. You’ll explore how IRA and other qualified assets may be repositioned through OneAmerica Annuity Care\, where available and appropriate\, to help clients prepare for long-term care using assets they already own. What You’ll Learn Use the Three Burdens framework to open more relevant and meaningful long-term care conversations. Identify retirement-stage clients whose IRA or other qualified assets may warrant review as part of an LTC funding strategy. Explore how maturing non-qualified annuities can be leveraged to provide tax-free long-term care. Review the product’s underwriting and issue process\, along with the role of the Care Benefit Concierge. Walk away with a practical\, client-ready strategy you can begin using immediately to help clients address long-term care needs while making the most of existing qualified assets. Featured Speakers David Beas\, Life Marketing Consultant\, Cavalier AssociatesJen Wagoner\, Regional Account Director\, Care Solutions Sales Distribution\, OneAmericaRegister now to add a practical qualified-asset strategy to your long-term care planning toolkit. \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-2025-ira-revolution-6/ CATEGORIES:Cavalier Associates Virtual Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20250814T113000 DTEND;TZID=America/Los_Angeles:20250814T123000 DTSTAMP:20260309T204438Z CREATED:20260309T204437Z LAST-MODIFIED:20260309T204438Z UID:31093-1755171000-1755174600@cavalierassociates.com SUMMARY:The 2025 IRA Revolution: Ed Slott's Guide to Turning Tax Challenges into Maximum Client Value Copy DESCRIPTION:About the EventLong-term care can create three connected burdens for clients and their families: economic\, administrative and emotional. Advisors who can help clients understand the full impact—and identify assets that may be positioned for the need—can turn a difficult topic into a more productive planning conversation. Join David Beas of Cavalier Associates and Jen Wagoner of OneAmerica for a practical virtual session built around the Three Burdens framework. You’ll explore how IRA and other qualified assets may be repositioned through OneAmerica Annuity Care\, where available and appropriate\, to help clients prepare for long-term care using assets they already own. What You’ll Learn Use the Three Burdens framework to open more relevant and meaningful long-term care conversations. Identify retirement-stage clients whose IRA or other qualified assets may warrant review as part of an LTC funding strategy. Explore how maturing non-qualified annuities can be leveraged to provide tax-free long-term care. Review the product’s underwriting and issue process\, along with the role of the Care Benefit Concierge. Walk away with a practical\, client-ready strategy you can begin using immediately to help clients address long-term care needs while making the most of existing qualified assets. Featured Speakers David Beas\, Life Marketing Consultant\, Cavalier AssociatesJen Wagoner\, Regional Account Director\, Care Solutions Sales Distribution\, OneAmericaRegister now to add a practical qualified-asset strategy to your long-term care planning toolkit. \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-2025-ira-revolution-7/ CATEGORIES:Cavalier Associates Virtual Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20250814T113000 DTEND;TZID=America/Los_Angeles:20250814T123000 DTSTAMP:20260309T204444Z CREATED:20260309T204444Z LAST-MODIFIED:20260309T204444Z UID:31096-1755171000-1755174600@cavalierassociates.com SUMMARY:The 2025 IRA Revolution: Ed Slott's Guide to Turning Tax Challenges into Maximum Client Value Copy DESCRIPTION:About the EventLong-term care can create three connected burdens for clients and their families: economic\, administrative and emotional. Advisors who can help clients understand the full impact—and identify assets that may be positioned for the need—can turn a difficult topic into a more productive planning conversation. Join David Beas of Cavalier Associates and Jen Wagoner of OneAmerica for a practical virtual session built around the Three Burdens framework. You’ll explore how IRA and other qualified assets may be repositioned through OneAmerica Annuity Care\, where available and appropriate\, to help clients prepare for long-term care using assets they already own. What You’ll Learn Use the Three Burdens framework to open more relevant and meaningful long-term care conversations. Identify retirement-stage clients whose IRA or other qualified assets may warrant review as part of an LTC funding strategy. Explore how maturing non-qualified annuities can be leveraged to provide tax-free long-term care. Review the product’s underwriting and issue process\, along with the role of the Care Benefit Concierge. Walk away with a practical\, client-ready strategy you can begin using immediately to help clients address long-term care needs while making the most of existing qualified assets. Featured Speakers David Beas\, Life Marketing Consultant\, Cavalier AssociatesJen Wagoner\, Regional Account Director\, Care Solutions Sales Distribution\, OneAmericaRegister now to add a practical qualified-asset strategy to your long-term care planning toolkit. \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-2025-ira-revolution-8/ CATEGORIES:Cavalier Associates Virtual Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20250814T113000 DTEND;TZID=America/Los_Angeles:20250814T123000 DTSTAMP:20260309T204446Z CREATED:20260309T204446Z LAST-MODIFIED:20260309T204446Z UID:31099-1755171000-1755174600@cavalierassociates.com SUMMARY:The 2025 IRA Revolution: Ed Slott's Guide to Turning Tax Challenges into Maximum Client Value Copy DESCRIPTION:About the EventLong-term care can create three connected burdens for clients and their families: economic\, administrative and emotional. Advisors who can help clients understand the full impact—and identify assets that may be positioned for the need—can turn a difficult topic into a more productive planning conversation. Join David Beas of Cavalier Associates and Jen Wagoner of OneAmerica for a practical virtual session built around the Three Burdens framework. You’ll explore how IRA and other qualified assets may be repositioned through OneAmerica Annuity Care\, where available and appropriate\, to help clients prepare for long-term care using assets they already own. What You’ll Learn Use the Three Burdens framework to open more relevant and meaningful long-term care conversations. Identify retirement-stage clients whose IRA or other qualified assets may warrant review as part of an LTC funding strategy. Explore how maturing non-qualified annuities can be leveraged to provide tax-free long-term care. Review the product’s underwriting and issue process\, along with the role of the Care Benefit Concierge. Walk away with a practical\, client-ready strategy you can begin using immediately to help clients address long-term care needs while making the most of existing qualified assets. Featured Speakers David Beas\, Life Marketing Consultant\, Cavalier AssociatesJen Wagoner\, Regional Account Director\, Care Solutions Sales Distribution\, OneAmericaRegister now to add a practical qualified-asset strategy to your long-term care planning toolkit. \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-2025-ira-revolution-9/ CATEGORIES:Cavalier Associates Virtual Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20250814T113000 DTEND;TZID=America/Los_Angeles:20250814T123000 DTSTAMP:20260309T204450Z CREATED:20260309T204450Z LAST-MODIFIED:20260309T204450Z UID:31102-1755171000-1755174600@cavalierassociates.com SUMMARY:The 2025 IRA Revolution: Ed Slott's Guide to Turning Tax Challenges into Maximum Client Value Copy DESCRIPTION:About the EventLong-term care can create three connected burdens for clients and their families: economic\, administrative and emotional. Advisors who can help clients understand the full impact—and identify assets that may be positioned for the need—can turn a difficult topic into a more productive planning conversation. Join David Beas of Cavalier Associates and Jen Wagoner of OneAmerica for a practical virtual session built around the Three Burdens framework. You’ll explore how IRA and other qualified assets may be repositioned through OneAmerica Annuity Care\, where available and appropriate\, to help clients prepare for long-term care using assets they already own. What You’ll Learn Use the Three Burdens framework to open more relevant and meaningful long-term care conversations. Identify retirement-stage clients whose IRA or other qualified assets may warrant review as part of an LTC funding strategy. Explore how maturing non-qualified annuities can be leveraged to provide tax-free long-term care. Review the product’s underwriting and issue process\, along with the role of the Care Benefit Concierge. Walk away with a practical\, client-ready strategy you can begin using immediately to help clients address long-term care needs while making the most of existing qualified assets. Featured Speakers David Beas\, Life Marketing Consultant\, Cavalier AssociatesJen Wagoner\, Regional Account Director\, Care Solutions Sales Distribution\, OneAmericaRegister now to add a practical qualified-asset strategy to your long-term care planning toolkit. \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/the-2025-ira-revolution-10/ CATEGORIES:Cavalier Associates Virtual Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT END:VCALENDAR