BEGIN:VCALENDAR VERSION:2.0 PRODID:-//Cavalier Associates - ECPv6.18.3.1//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: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:VEVENT DTSTART;TZID=America/Los_Angeles:20261118T110000 DTEND;TZID=America/Los_Angeles:20261118T113000 DTSTAMP:20261111T184224Z CREATED:20261111T161126Z LAST-MODIFIED:20261111T184224Z UID:32333-1794999600-1795001400@cavalierassociates.com SUMMARY:Legacy Done Right: Bring Legacy Planning Into the Roth Conversation DESCRIPTION:A live\, 30-minute conversation with David Beas of Cavalier Associates and Tyler Randall of Stonewood Financial About the EventA Roth conversion can be a great solution for clients planning to leave IRA assets to their heirs. But the upfront tax bill—and the question of whether they’ll live long enough to make it worthwhile—can stop the discussion before it starts. Join David Beas and Tyler Randall to explore how life insurance can be the missing piece of a Roth conversion strategy for these clients. This practical\, 30-minute virtual event will use a focused Q&A format built around the questions advisors commonly ask. You’ll learn: Explore legacy case opportunities involving life insurance premiums in the $30\,000 to $40\,000 range. Evaluate Roth conversion strategies in today’s tax environment. Review prospecting approaches for reaching high-net-worth clients with tax-planning concerns. Examine strategies to manage taxes and income-related Medicare premium adjustments (IRMAA) during conversions and throughout a client’s lifetime. Who Should Attend Financial advisors\, insurance agents\, and CPAs who work with clients holding IRA assets they do not expect to spend and want to explore how those assets fit into a legacy plan. Featured Speakers David Beas\, Life Marketing Consultant\, Cavalier AssociatesTyler Randall\, National Sales Director\, Stonewood Financial \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/legacy-done-right-bring-legacy-planning-into-the-roth-conversation/ LOCATION:Virtual Event CATEGORIES:Cavalier Associates Virtual Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20261119T100000 DTEND;TZID=America/Los_Angeles:20261119T110000 DTSTAMP:20261102T215314Z CREATED:20261007T222806Z LAST-MODIFIED:20261102T215314Z UID:32149-1795082400-1795086000@cavalierassociates.com SUMMARY:The Conversations Driving Large Life Insurance Sales DESCRIPTION:A live\, 30-minute conversation with David Beas of Cavalier Associates and Tyler Randall of Stonewood Financial About the EventA Roth conversion can be a great solution for clients planning to leave IRA assets to their heirs. But the upfront tax bill—and the question of whether they’ll live long enough to make it worthwhile—can stop the discussion before it starts. Join David Beas and Tyler Randall to explore how life insurance can be the missing piece of a Roth conversion strategy for these clients. This practical\, 30-minute virtual event will use a focused Q&A format built around the questions advisors commonly ask. You’ll learn: Explore legacy case opportunities involving life insurance premiums in the $30\,000 to $40\,000 range. Evaluate Roth conversion strategies in today’s tax environment. Review prospecting approaches for reaching high-net-worth clients with tax-planning concerns. Examine strategies to manage taxes and income-related Medicare premium adjustments (IRMAA) during conversions and throughout a client’s lifetime. Who Should Attend Financial advisors\, insurance agents\, and CPAs who work with clients holding IRA assets they do not expect to spend and want to explore how those assets fit into a legacy plan. Featured Speakers David Beas\, Life Marketing Consultant\, Cavalier AssociatesTyler Randall\, National Sales Director\, Stonewood Financial \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-conversations-driving-large-life-insurance-sales/ LOCATION:Virtual Event CATEGORIES:Cavalier Associates Virtual Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20261119T100000 DTEND;TZID=America/Los_Angeles:20261119T110000 DTSTAMP:20261016T213947Z CREATED:20261016T213914Z LAST-MODIFIED:20261016T213947Z UID:32195-1795082400-1795086000@cavalierassociates.com SUMMARY:Rethink the Cost Conversation: IRA Assets and Long-Term Care Protection DESCRIPTION:A live\, 30-minute conversation with David Beas of Cavalier Associates and Tyler Randall of Stonewood Financial About the EventA Roth conversion can be a great solution for clients planning to leave IRA assets to their heirs. But the upfront tax bill—and the question of whether they’ll live long enough to make it worthwhile—can stop the discussion before it starts. Join David Beas and Tyler Randall to explore how life insurance can be the missing piece of a Roth conversion strategy for these clients. This practical\, 30-minute virtual event will use a focused Q&A format built around the questions advisors commonly ask. You’ll learn: Explore legacy case opportunities involving life insurance premiums in the $30\,000 to $40\,000 range. Evaluate Roth conversion strategies in today’s tax environment. Review prospecting approaches for reaching high-net-worth clients with tax-planning concerns. Examine strategies to manage taxes and income-related Medicare premium adjustments (IRMAA) during conversions and throughout a client’s lifetime. Who Should Attend Financial advisors\, insurance agents\, and CPAs who work with clients holding IRA assets they do not expect to spend and want to explore how those assets fit into a legacy plan. Featured Speakers David Beas\, Life Marketing Consultant\, Cavalier AssociatesTyler Randall\, National Sales Director\, Stonewood Financial \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/rethink-the-cost-conversation-ira-assets-and-long-term-care-protection/ LOCATION:Virtual Event CATEGORIES:Cavalier Associates Virtual Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20261209T100000 DTEND;TZID=America/Los_Angeles:20261209T110000 DTSTAMP:20261022T151635Z CREATED:20261022T151546Z LAST-MODIFIED:20261022T151635Z UID:32231-1796810400-1796814000@cavalierassociates.com SUMMARY:The Retirement Firewall: Planning for a Health Crisis DESCRIPTION:A live\, 30-minute conversation with David Beas of Cavalier Associates and Tyler Randall of Stonewood Financial About the EventA Roth conversion can be a great solution for clients planning to leave IRA assets to their heirs. But the upfront tax bill—and the question of whether they’ll live long enough to make it worthwhile—can stop the discussion before it starts. Join David Beas and Tyler Randall to explore how life insurance can be the missing piece of a Roth conversion strategy for these clients. This practical\, 30-minute virtual event will use a focused Q&A format built around the questions advisors commonly ask. You’ll learn: Explore legacy case opportunities involving life insurance premiums in the $30\,000 to $40\,000 range. Evaluate Roth conversion strategies in today’s tax environment. Review prospecting approaches for reaching high-net-worth clients with tax-planning concerns. Examine strategies to manage taxes and income-related Medicare premium adjustments (IRMAA) during conversions and throughout a client’s lifetime. Who Should Attend Financial advisors\, insurance agents\, and CPAs who work with clients holding IRA assets they do not expect to spend and want to explore how those assets fit into a legacy plan. Featured Speakers David Beas\, Life Marketing Consultant\, Cavalier AssociatesTyler Randall\, National Sales Director\, Stonewood Financial \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-retirement-firewall-planning-for-a-health-crisis/ LOCATION:Virtual Event CATEGORIES:Cavalier Associates Virtual Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT END:VCALENDAR