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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 Event\n\nBusiness continuity\, succession\, and estate planning conversations financial professionals need to be having \nFor Small & Mid-Sized Business Owners \nBusinesses with approximately 5–500 employees\, founder-led companies\, family-owned businesses\, and organizations planning for future ownership or leadership transitions. \nBusiness owners know succession planning is more important than ever — but many remain unprepared for what happens if something unexpected occurs. Join our experts for a timely discussion on the growing pertinent need of business succession and transition planning\, and how advisors can help owners protect their legacy\, their families\, and their businesses. \nYou’ll Learn:\n\nWhy business continuity risk is rising— and why now can be the time to act.\nCommon succession planning gaps advisors are seeing across business owners\nHow estate planning and business succession planning work together to help protect what matters most.\nActionable questions and strategies to help you lead these critical conversations.\n\nZoom: Link provided upon registration. \nSpeakers: \n\nPaul Sargent\, CLU\,ChFC\, CLF\, Regional VP – Business Solutions\, Principal Financial Group\nPatti Bell\, CPA*\, CLU |AVP – Advanced Solutions\, Business and Advanced Solutions\, Principal Financial Group\n\nDisclosures:\nInsurance products issued by Principal National Life Insurance Company (except in NY) and Principal Life Insurance Company®. Plan administrative services offered by Principal Life. Principal Funds\, Inc. is distributed by Principal Funds Distributor\, Inc. Securities offered through Principal Securities\, Inc.\, member SIPC\, and/or independent broker/dealers. Referenced companies are members of the Principal Financial Group®\, Des Moines\, IA 50392. \nNot FDIC or NCUA insured | May lose value | Not a deposit | No bank or credit union guarantee | Not insured by any Federal government agency \nCavalier Associates is not an affiliate with any company of Principal®. \nSubject to the disclosures and terms of the policies and contracts issued by Principal Life Insurance Company. Principal®\, Principal Financial Group®\, Principal Asset Management\, and Principal and the logomark design are registered trademarks and service marks of Principal Financial Services\, Inc.\, a Principal Financial Group company\, in various countries around the world and may be used only with the permission of Principal Financial Services\, Inc. \nFor Financial Professional/Institutional Use Only \n*CPA\, CLU®\, ChFC®\, & CLF® are education designations only\, obtained by the holder by completing the requisite coursework. These designations do not mean the holder is acting in a fiduciary capacity. \n5510595-052026 \n    \n\n        \n                    \n                    \n\n        \n        Register Now!Register for this Live Online Event
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 Event\n\nBusiness continuity\, succession\, and estate planning conversations financial professionals need to be having \nFor Small & Mid-Sized Business Owners \nBusinesses with approximately 5–500 employees\, founder-led companies\, family-owned businesses\, and organizations planning for future ownership or leadership transitions. \nBusiness owners know succession planning is more important than ever — but many remain unprepared for what happens if something unexpected occurs. Join our experts for a timely discussion on the growing pertinent need of business succession and transition planning\, and how advisors can help owners protect their legacy\, their families\, and their businesses. \nYou’ll Learn:\n\nWhy business continuity risk is rising— and why now can be the time to act.\nCommon succession planning gaps advisors are seeing across business owners\nHow estate planning and business succession planning work together to help protect what matters most.\nActionable questions and strategies to help you lead these critical conversations.\n\nZoom: Link provided upon registration. \nSpeakers: \n\nPaul Sargent\, CLU\,ChFC\, CLF\, Regional VP – Business Solutions\, Principal Financial Group\nPatti Bell\, CPA*\, CLU |AVP – Advanced Solutions\, Business and Advanced Solutions\, Principal Financial Group\n\nDisclosures:\nInsurance products issued by Principal National Life Insurance Company (except in NY) and Principal Life Insurance Company®. Plan administrative services offered by Principal Life. Principal Funds\, Inc. is distributed by Principal Funds Distributor\, Inc. Securities offered through Principal Securities\, Inc.\, member SIPC\, and/or independent broker/dealers. Referenced companies are members of the Principal Financial Group®\, Des Moines\, IA 50392. \nNot FDIC or NCUA insured | May lose value | Not a deposit | No bank or credit union guarantee | Not insured by any Federal government agency \nCavalier Associates is not an affiliate with any company of Principal®. \nSubject to the disclosures and terms of the policies and contracts issued by Principal Life Insurance Company. Principal®\, Principal Financial Group®\, Principal Asset Management\, and Principal and the logomark design are registered trademarks and service marks of Principal Financial Services\, Inc.\, a Principal Financial Group company\, in various countries around the world and may be used only with the permission of Principal Financial Services\, Inc. \nFor Financial Professional/Institutional Use Only \n*CPA\, CLU®\, ChFC®\, & CLF® are education designations only\, obtained by the holder by completing the requisite coursework. These designations do not mean the holder is acting in a fiduciary capacity. \n5510595-052026 \n    \n\n        \n                    \n                    \n\n        \n        Register Now!Register for this Live Online Event
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: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 Event\n\nBusiness continuity\, succession\, and estate planning conversations financial professionals need to be having \nFor Small & Mid-Sized Business Owners \nBusinesses with approximately 5–500 employees\, founder-led companies\, family-owned businesses\, and organizations planning for future ownership or leadership transitions. \nBusiness owners know succession planning is more important than ever — but many remain unprepared for what happens if something unexpected occurs. Join our experts for a timely discussion on the growing pertinent need of business succession and transition planning\, and how advisors can help owners protect their legacy\, their families\, and their businesses. \nYou’ll Learn:\n\nWhy business continuity risk is rising— and why now can be the time to act.\nCommon succession planning gaps advisors are seeing across business owners\nHow estate planning and business succession planning work together to help protect what matters most.\nActionable questions and strategies to help you lead these critical conversations.\n\nZoom: Link provided upon registration. \nSpeakers: \n\nPaul Sargent\, CLU\,ChFC\, CLF\, Regional VP – Business Solutions\, Principal Financial Group\nPatti Bell\, CPA*\, CLU |AVP – Advanced Solutions\, Business and Advanced Solutions\, Principal Financial Group\n\nDisclosures:\nInsurance products issued by Principal National Life Insurance Company (except in NY) and Principal Life Insurance Company®. Plan administrative services offered by Principal Life. Principal Funds\, Inc. is distributed by Principal Funds Distributor\, Inc. Securities offered through Principal Securities\, Inc.\, member SIPC\, and/or independent broker/dealers. Referenced companies are members of the Principal Financial Group®\, Des Moines\, IA 50392. \nNot FDIC or NCUA insured | May lose value | Not a deposit | No bank or credit union guarantee | Not insured by any Federal government agency \nCavalier Associates is not an affiliate with any company of Principal®. \nSubject to the disclosures and terms of the policies and contracts issued by Principal Life Insurance Company. Principal®\, Principal Financial Group®\, Principal Asset Management\, and Principal and the logomark design are registered trademarks and service marks of Principal Financial Services\, Inc.\, a Principal Financial Group company\, in various countries around the world and may be used only with the permission of Principal Financial Services\, Inc. \nFor Financial Professional/Institutional Use Only \n*CPA\, CLU®\, ChFC®\, & CLF® are education designations only\, obtained by the holder by completing the requisite coursework. These designations do not mean the holder is acting in a fiduciary capacity. \n5510595-052026 \n    \n\n        \n                    \n                    \n\n        \n        Register Now!Register for this Live Online Event
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
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 Event\n\nBusiness continuity\, succession\, and estate planning conversations financial professionals need to be having \nFor Small & Mid-Sized Business Owners \nBusinesses with approximately 5–500 employees\, founder-led companies\, family-owned businesses\, and organizations planning for future ownership or leadership transitions. \nBusiness owners know succession planning is more important than ever — but many remain unprepared for what happens if something unexpected occurs. Join our experts for a timely discussion on the growing pertinent need of business succession and transition planning\, and how advisors can help owners protect their legacy\, their families\, and their businesses. \nYou’ll Learn:\n\nWhy business continuity risk is rising— and why now can be the time to act.\nCommon succession planning gaps advisors are seeing across business owners\nHow estate planning and business succession planning work together to help protect what matters most.\nActionable questions and strategies to help you lead these critical conversations.\n\nZoom: Link provided upon registration. \nSpeakers: \n\nPaul Sargent\, CLU\,ChFC\, CLF\, Regional VP – Business Solutions\, Principal Financial Group\nPatti Bell\, CPA*\, CLU |AVP – Advanced Solutions\, Business and Advanced Solutions\, Principal Financial Group\n\nDisclosures:\nInsurance products issued by Principal National Life Insurance Company (except in NY) and Principal Life Insurance Company®. Plan administrative services offered by Principal Life. Principal Funds\, Inc. is distributed by Principal Funds Distributor\, Inc. Securities offered through Principal Securities\, Inc.\, member SIPC\, and/or independent broker/dealers. Referenced companies are members of the Principal Financial Group®\, Des Moines\, IA 50392. \nNot FDIC or NCUA insured | May lose value | Not a deposit | No bank or credit union guarantee | Not insured by any Federal government agency \nCavalier Associates is not an affiliate with any company of Principal®. \nSubject to the disclosures and terms of the policies and contracts issued by Principal Life Insurance Company. Principal®\, Principal Financial Group®\, Principal Asset Management\, and Principal and the logomark design are registered trademarks and service marks of Principal Financial Services\, Inc.\, a Principal Financial Group company\, in various countries around the world and may be used only with the permission of Principal Financial Services\, Inc. \nFor Financial Professional/Institutional Use Only \n*CPA\, CLU®\, ChFC®\, & CLF® are education designations only\, obtained by the holder by completing the requisite coursework. These designations do not mean the holder is acting in a fiduciary capacity. \n5510595-052026 \n    \n\n        \n                    \n                    \n\n        \n        Register Now!Register for this Live Online Event
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: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 Event\n\nBusiness continuity\, succession\, and estate planning conversations financial professionals need to be having \nFor Small & Mid-Sized Business Owners \nBusinesses with approximately 5–500 employees\, founder-led companies\, family-owned businesses\, and organizations planning for future ownership or leadership transitions. \nBusiness owners know succession planning is more important than ever — but many remain unprepared for what happens if something unexpected occurs. Join our experts for a timely discussion on the growing pertinent need of business succession and transition planning\, and how advisors can help owners protect their legacy\, their families\, and their businesses. \nYou’ll Learn:\n\nWhy business continuity risk is rising— and why now can be the time to act.\nCommon succession planning gaps advisors are seeing across business owners\nHow estate planning and business succession planning work together to help protect what matters most.\nActionable questions and strategies to help you lead these critical conversations.\n\nZoom: Link provided upon registration. \nSpeakers: \n\nPaul Sargent\, CLU\,ChFC\, CLF\, Regional VP – Business Solutions\, Principal Financial Group\nPatti Bell\, CPA*\, CLU |AVP – Advanced Solutions\, Business and Advanced Solutions\, Principal Financial Group\n\nDisclosures:\nInsurance products issued by Principal National Life Insurance Company (except in NY) and Principal Life Insurance Company®. Plan administrative services offered by Principal Life. Principal Funds\, Inc. is distributed by Principal Funds Distributor\, Inc. Securities offered through Principal Securities\, Inc.\, member SIPC\, and/or independent broker/dealers. Referenced companies are members of the Principal Financial Group®\, Des Moines\, IA 50392. \nNot FDIC or NCUA insured | May lose value | Not a deposit | No bank or credit union guarantee | Not insured by any Federal government agency \nCavalier Associates is not an affiliate with any company of Principal®. \nSubject to the disclosures and terms of the policies and contracts issued by Principal Life Insurance Company. Principal®\, Principal Financial Group®\, Principal Asset Management\, and Principal and the logomark design are registered trademarks and service marks of Principal Financial Services\, Inc.\, a Principal Financial Group company\, in various countries around the world and may be used only with the permission of Principal Financial Services\, Inc. \nFor Financial Professional/Institutional Use Only \n*CPA\, CLU®\, ChFC®\, & CLF® are education designations only\, obtained by the holder by completing the requisite coursework. These designations do not mean the holder is acting in a fiduciary capacity. \n5510595-052026 \n    \n\n        \n                    \n                    \n\n        \n        Register Now!Register for this Live Online Event
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: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 Event\n\nBusiness continuity\, succession\, and estate planning conversations financial professionals need to be having \nFor Small & Mid-Sized Business Owners \nBusinesses with approximately 5–500 employees\, founder-led companies\, family-owned businesses\, and organizations planning for future ownership or leadership transitions. \nBusiness owners know succession planning is more important than ever — but many remain unprepared for what happens if something unexpected occurs. Join our experts for a timely discussion on the growing pertinent need of business succession and transition planning\, and how advisors can help owners protect their legacy\, their families\, and their businesses. \nYou’ll Learn:\n\nWhy business continuity risk is rising— and why now can be the time to act.\nCommon succession planning gaps advisors are seeing across business owners\nHow estate planning and business succession planning work together to help protect what matters most.\nActionable questions and strategies to help you lead these critical conversations.\n\nZoom: Link provided upon registration. \nSpeakers: \n\nPaul Sargent\, CLU\,ChFC\, CLF\, Regional VP – Business Solutions\, Principal Financial Group\nPatti Bell\, CPA*\, CLU |AVP – Advanced Solutions\, Business and Advanced Solutions\, Principal Financial Group\n\nDisclosures:\nInsurance products issued by Principal National Life Insurance Company (except in NY) and Principal Life Insurance Company®. Plan administrative services offered by Principal Life. Principal Funds\, Inc. is distributed by Principal Funds Distributor\, Inc. Securities offered through Principal Securities\, Inc.\, member SIPC\, and/or independent broker/dealers. Referenced companies are members of the Principal Financial Group®\, Des Moines\, IA 50392. \nNot FDIC or NCUA insured | May lose value | Not a deposit | No bank or credit union guarantee | Not insured by any Federal government agency \nCavalier Associates is not an affiliate with any company of Principal®. \nSubject to the disclosures and terms of the policies and contracts issued by Principal Life Insurance Company. Principal®\, Principal Financial Group®\, Principal Asset Management\, and Principal and the logomark design are registered trademarks and service marks of Principal Financial Services\, Inc.\, a Principal Financial Group company\, in various countries around the world and may be used only with the permission of Principal Financial Services\, Inc. \nFor Financial Professional/Institutional Use Only \n*CPA\, CLU®\, ChFC®\, & CLF® are education designations only\, obtained by the holder by completing the requisite coursework. These designations do not mean the holder is acting in a fiduciary capacity. \n5510595-052026 \n    \n\n        \n                    \n                    \n\n        \n        Register Now!Register for this Live Online Event
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: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 Event\n\nBusiness continuity\, succession\, and estate planning conversations financial professionals need to be having \nFor Small & Mid-Sized Business Owners \nBusinesses with approximately 5–500 employees\, founder-led companies\, family-owned businesses\, and organizations planning for future ownership or leadership transitions. \nBusiness owners know succession planning is more important than ever — but many remain unprepared for what happens if something unexpected occurs. Join our experts for a timely discussion on the growing pertinent need of business succession and transition planning\, and how advisors can help owners protect their legacy\, their families\, and their businesses. \nYou’ll Learn:\n\nWhy business continuity risk is rising— and why now can be the time to act.\nCommon succession planning gaps advisors are seeing across business owners\nHow estate planning and business succession planning work together to help protect what matters most.\nActionable questions and strategies to help you lead these critical conversations.\n\nZoom: Link provided upon registration. \nSpeakers: \n\nPaul Sargent\, CLU\,ChFC\, CLF\, Regional VP – Business Solutions\, Principal Financial Group\nPatti Bell\, CPA*\, CLU |AVP – Advanced Solutions\, Business and Advanced Solutions\, Principal Financial Group\n\nDisclosures:\nInsurance products issued by Principal National Life Insurance Company (except in NY) and Principal Life Insurance Company®. Plan administrative services offered by Principal Life. Principal Funds\, Inc. is distributed by Principal Funds Distributor\, Inc. Securities offered through Principal Securities\, Inc.\, member SIPC\, and/or independent broker/dealers. Referenced companies are members of the Principal Financial Group®\, Des Moines\, IA 50392. \nNot FDIC or NCUA insured | May lose value | Not a deposit | No bank or credit union guarantee | Not insured by any Federal government agency \nCavalier Associates is not an affiliate with any company of Principal®. \nSubject to the disclosures and terms of the policies and contracts issued by Principal Life Insurance Company. Principal®\, Principal Financial Group®\, Principal Asset Management\, and Principal and the logomark design are registered trademarks and service marks of Principal Financial Services\, Inc.\, a Principal Financial Group company\, in various countries around the world and may be used only with the permission of Principal Financial Services\, Inc. \nFor Financial Professional/Institutional Use Only \n*CPA\, CLU®\, ChFC®\, & CLF® are education designations only\, obtained by the holder by completing the requisite coursework. These designations do not mean the holder is acting in a fiduciary capacity. \n5510595-052026 \n    \n\n        \n                    \n                    \n\n        \n        Register Now!Register for this Live Online Event
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: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 Event\n\nBusiness continuity\, succession\, and estate planning conversations financial professionals need to be having \nFor Small & Mid-Sized Business Owners \nBusinesses with approximately 5–500 employees\, founder-led companies\, family-owned businesses\, and organizations planning for future ownership or leadership transitions. \nBusiness owners know succession planning is more important than ever — but many remain unprepared for what happens if something unexpected occurs. Join our experts for a timely discussion on the growing pertinent need of business succession and transition planning\, and how advisors can help owners protect their legacy\, their families\, and their businesses. \nYou’ll Learn:\n\nWhy business continuity risk is rising— and why now can be the time to act.\nCommon succession planning gaps advisors are seeing across business owners\nHow estate planning and business succession planning work together to help protect what matters most.\nActionable questions and strategies to help you lead these critical conversations.\n\nZoom: Link provided upon registration. \nSpeakers: \n\nPaul Sargent\, CLU\,ChFC\, CLF\, Regional VP – Business Solutions\, Principal Financial Group\nPatti Bell\, CPA*\, CLU |AVP – Advanced Solutions\, Business and Advanced Solutions\, Principal Financial Group\n\nDisclosures:\nInsurance products issued by Principal National Life Insurance Company (except in NY) and Principal Life Insurance Company®. Plan administrative services offered by Principal Life. Principal Funds\, Inc. is distributed by Principal Funds Distributor\, Inc. Securities offered through Principal Securities\, Inc.\, member SIPC\, and/or independent broker/dealers. Referenced companies are members of the Principal Financial Group®\, Des Moines\, IA 50392. \nNot FDIC or NCUA insured | May lose value | Not a deposit | No bank or credit union guarantee | Not insured by any Federal government agency \nCavalier Associates is not an affiliate with any company of Principal®. \nSubject to the disclosures and terms of the policies and contracts issued by Principal Life Insurance Company. Principal®\, Principal Financial Group®\, Principal Asset Management\, and Principal and the logomark design are registered trademarks and service marks of Principal Financial Services\, Inc.\, a Principal Financial Group company\, in various countries around the world and may be used only with the permission of Principal Financial Services\, Inc. \nFor Financial Professional/Institutional Use Only \n*CPA\, CLU®\, ChFC®\, & CLF® are education designations only\, obtained by the holder by completing the requisite coursework. These designations do not mean the holder is acting in a fiduciary capacity. \n5510595-052026 \n    \n\n        \n                    \n                    \n\n        \n        Register Now!Register for this Live Online Event
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: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 Event\n\nBusiness continuity\, succession\, and estate planning conversations financial professionals need to be having \nFor Small & Mid-Sized Business Owners \nBusinesses with approximately 5–500 employees\, founder-led companies\, family-owned businesses\, and organizations planning for future ownership or leadership transitions. \nBusiness owners know succession planning is more important than ever — but many remain unprepared for what happens if something unexpected occurs. Join our experts for a timely discussion on the growing pertinent need of business succession and transition planning\, and how advisors can help owners protect their legacy\, their families\, and their businesses. \nYou’ll Learn:\n\nWhy business continuity risk is rising— and why now can be the time to act.\nCommon succession planning gaps advisors are seeing across business owners\nHow estate planning and business succession planning work together to help protect what matters most.\nActionable questions and strategies to help you lead these critical conversations.\n\nZoom: Link provided upon registration. \nSpeakers: \n\nPaul Sargent\, CLU\,ChFC\, CLF\, Regional VP – Business Solutions\, Principal Financial Group\nPatti Bell\, CPA*\, CLU |AVP – Advanced Solutions\, Business and Advanced Solutions\, Principal Financial Group\n\nDisclosures:\nInsurance products issued by Principal National Life Insurance Company (except in NY) and Principal Life Insurance Company®. Plan administrative services offered by Principal Life. Principal Funds\, Inc. is distributed by Principal Funds Distributor\, Inc. Securities offered through Principal Securities\, Inc.\, member SIPC\, and/or independent broker/dealers. Referenced companies are members of the Principal Financial Group®\, Des Moines\, IA 50392. \nNot FDIC or NCUA insured | May lose value | Not a deposit | No bank or credit union guarantee | Not insured by any Federal government agency \nCavalier Associates is not an affiliate with any company of Principal®. \nSubject to the disclosures and terms of the policies and contracts issued by Principal Life Insurance Company. Principal®\, Principal Financial Group®\, Principal Asset Management\, and Principal and the logomark design are registered trademarks and service marks of Principal Financial Services\, Inc.\, a Principal Financial Group company\, in various countries around the world and may be used only with the permission of Principal Financial Services\, Inc. \nFor Financial Professional/Institutional Use Only \n*CPA\, CLU®\, ChFC®\, & CLF® are education designations only\, obtained by the holder by completing the requisite coursework. These designations do not mean the holder is acting in a fiduciary capacity. \n5510595-052026 \n    \n\n        \n                    \n                    \n\n        \n        Register Now!Register for this Live Online Event
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: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 Event\n\nBusiness continuity\, succession\, and estate planning conversations financial professionals need to be having \nFor Small & Mid-Sized Business Owners \nBusinesses with approximately 5–500 employees\, founder-led companies\, family-owned businesses\, and organizations planning for future ownership or leadership transitions. \nBusiness owners know succession planning is more important than ever — but many remain unprepared for what happens if something unexpected occurs. Join our experts for a timely discussion on the growing pertinent need of business succession and transition planning\, and how advisors can help owners protect their legacy\, their families\, and their businesses. \nYou’ll Learn:\n\nWhy business continuity risk is rising— and why now can be the time to act.\nCommon succession planning gaps advisors are seeing across business owners\nHow estate planning and business succession planning work together to help protect what matters most.\nActionable questions and strategies to help you lead these critical conversations.\n\nZoom: Link provided upon registration. \nSpeakers: \n\nPaul Sargent\, CLU\,ChFC\, CLF\, Regional VP – Business Solutions\, Principal Financial Group\nPatti Bell\, CPA*\, CLU |AVP – Advanced Solutions\, Business and Advanced Solutions\, Principal Financial Group\n\nDisclosures:\nInsurance products issued by Principal National Life Insurance Company (except in NY) and Principal Life Insurance Company®. Plan administrative services offered by Principal Life. Principal Funds\, Inc. is distributed by Principal Funds Distributor\, Inc. Securities offered through Principal Securities\, Inc.\, member SIPC\, and/or independent broker/dealers. Referenced companies are members of the Principal Financial Group®\, Des Moines\, IA 50392. \nNot FDIC or NCUA insured | May lose value | Not a deposit | No bank or credit union guarantee | Not insured by any Federal government agency \nCavalier Associates is not an affiliate with any company of Principal®. \nSubject to the disclosures and terms of the policies and contracts issued by Principal Life Insurance Company. Principal®\, Principal Financial Group®\, Principal Asset Management\, and Principal and the logomark design are registered trademarks and service marks of Principal Financial Services\, Inc.\, a Principal Financial Group company\, in various countries around the world and may be used only with the permission of Principal Financial Services\, Inc. \nFor Financial Professional/Institutional Use Only \n*CPA\, CLU®\, ChFC®\, & CLF® are education designations only\, obtained by the holder by completing the requisite coursework. These designations do not mean the holder is acting in a fiduciary capacity. \n5510595-052026 \n    \n\n        \n                    \n                    \n\n        \n        Register Now!Register for this Live Online Event
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: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 Event\n\nBusiness continuity\, succession\, and estate planning conversations financial professionals need to be having \nFor Small & Mid-Sized Business Owners \nBusinesses with approximately 5–500 employees\, founder-led companies\, family-owned businesses\, and organizations planning for future ownership or leadership transitions. \nBusiness owners know succession planning is more important than ever — but many remain unprepared for what happens if something unexpected occurs. Join our experts for a timely discussion on the growing pertinent need of business succession and transition planning\, and how advisors can help owners protect their legacy\, their families\, and their businesses. \nYou’ll Learn:\n\nWhy business continuity risk is rising— and why now can be the time to act.\nCommon succession planning gaps advisors are seeing across business owners\nHow estate planning and business succession planning work together to help protect what matters most.\nActionable questions and strategies to help you lead these critical conversations.\n\nZoom: Link provided upon registration. \nSpeakers: \n\nPaul Sargent\, CLU\,ChFC\, CLF\, Regional VP – Business Solutions\, Principal Financial Group\nPatti Bell\, CPA*\, CLU |AVP – Advanced Solutions\, Business and Advanced Solutions\, Principal Financial Group\n\nDisclosures:\nInsurance products issued by Principal National Life Insurance Company (except in NY) and Principal Life Insurance Company®. Plan administrative services offered by Principal Life. Principal Funds\, Inc. is distributed by Principal Funds Distributor\, Inc. Securities offered through Principal Securities\, Inc.\, member SIPC\, and/or independent broker/dealers. Referenced companies are members of the Principal Financial Group®\, Des Moines\, IA 50392. \nNot FDIC or NCUA insured | May lose value | Not a deposit | No bank or credit union guarantee | Not insured by any Federal government agency \nCavalier Associates is not an affiliate with any company of Principal®. \nSubject to the disclosures and terms of the policies and contracts issued by Principal Life Insurance Company. Principal®\, Principal Financial Group®\, Principal Asset Management\, and Principal and the logomark design are registered trademarks and service marks of Principal Financial Services\, Inc.\, a Principal Financial Group company\, in various countries around the world and may be used only with the permission of Principal Financial Services\, Inc. \nFor Financial Professional/Institutional Use Only \n*CPA\, CLU®\, ChFC®\, & CLF® are education designations only\, obtained by the holder by completing the requisite coursework. These designations do not mean the holder is acting in a fiduciary capacity. \n5510595-052026 \n    \n\n        \n                    \n                    \n\n        \n        Register Now!Register for this Live Online Event
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: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 Event\n\nBusiness continuity\, succession\, and estate planning conversations financial professionals need to be having \nFor Small & Mid-Sized Business Owners \nBusinesses with approximately 5–500 employees\, founder-led companies\, family-owned businesses\, and organizations planning for future ownership or leadership transitions. \nBusiness owners know succession planning is more important than ever — but many remain unprepared for what happens if something unexpected occurs. Join our experts for a timely discussion on the growing pertinent need of business succession and transition planning\, and how advisors can help owners protect their legacy\, their families\, and their businesses. \nYou’ll Learn:\n\nWhy business continuity risk is rising— and why now can be the time to act.\nCommon succession planning gaps advisors are seeing across business owners\nHow estate planning and business succession planning work together to help protect what matters most.\nActionable questions and strategies to help you lead these critical conversations.\n\nZoom: Link provided upon registration. \nSpeakers: \n\nPaul Sargent\, CLU\,ChFC\, CLF\, Regional VP – Business Solutions\, Principal Financial Group\nPatti Bell\, CPA*\, CLU |AVP – Advanced Solutions\, Business and Advanced Solutions\, Principal Financial Group\n\nDisclosures:\nInsurance products issued by Principal National Life Insurance Company (except in NY) and Principal Life Insurance Company®. Plan administrative services offered by Principal Life. Principal Funds\, Inc. is distributed by Principal Funds Distributor\, Inc. Securities offered through Principal Securities\, Inc.\, member SIPC\, and/or independent broker/dealers. Referenced companies are members of the Principal Financial Group®\, Des Moines\, IA 50392. \nNot FDIC or NCUA insured | May lose value | Not a deposit | No bank or credit union guarantee | Not insured by any Federal government agency \nCavalier Associates is not an affiliate with any company of Principal®. \nSubject to the disclosures and terms of the policies and contracts issued by Principal Life Insurance Company. Principal®\, Principal Financial Group®\, Principal Asset Management\, and Principal and the logomark design are registered trademarks and service marks of Principal Financial Services\, Inc.\, a Principal Financial Group company\, in various countries around the world and may be used only with the permission of Principal Financial Services\, Inc. \nFor Financial Professional/Institutional Use Only \n*CPA\, CLU®\, ChFC®\, & CLF® are education designations only\, obtained by the holder by completing the requisite coursework. These designations do not mean the holder is acting in a fiduciary capacity. \n5510595-052026 \n    \n\n        \n                    \n                    \n\n        \n        Register Now!Register for this Live Online Event
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:20250813T100000
DTEND;TZID=America/Los_Angeles:20250813T110000
DTSTAMP:20250813T185815Z
CREATED:20250619T164740Z
LAST-MODIFIED:20250813T185815Z
UID:28562-1755079200-1755082800@cavalierassociates.com
SUMMARY:"Stump the Underwriter"...Underwriting Jam Session with Chief Underwriting Officer Ken Turscak and Adam Cavalier
DESCRIPTION:About the Event\n\nBusiness continuity\, succession\, and estate planning conversations financial professionals need to be having \nFor Small & Mid-Sized Business Owners \nBusinesses with approximately 5–500 employees\, founder-led companies\, family-owned businesses\, and organizations planning for future ownership or leadership transitions. \nBusiness owners know succession planning is more important than ever — but many remain unprepared for what happens if something unexpected occurs. Join our experts for a timely discussion on the growing pertinent need of business succession and transition planning\, and how advisors can help owners protect their legacy\, their families\, and their businesses. \nYou’ll Learn:\n\nWhy business continuity risk is rising— and why now can be the time to act.\nCommon succession planning gaps advisors are seeing across business owners\nHow estate planning and business succession planning work together to help protect what matters most.\nActionable questions and strategies to help you lead these critical conversations.\n\nZoom: Link provided upon registration. \nSpeakers: \n\nPaul Sargent\, CLU\,ChFC\, CLF\, Regional VP – Business Solutions\, Principal Financial Group\nPatti Bell\, CPA*\, CLU |AVP – Advanced Solutions\, Business and Advanced Solutions\, Principal Financial Group\n\nDisclosures:\nInsurance products issued by Principal National Life Insurance Company (except in NY) and Principal Life Insurance Company®. Plan administrative services offered by Principal Life. Principal Funds\, Inc. is distributed by Principal Funds Distributor\, Inc. Securities offered through Principal Securities\, Inc.\, member SIPC\, and/or independent broker/dealers. Referenced companies are members of the Principal Financial Group®\, Des Moines\, IA 50392. \nNot FDIC or NCUA insured | May lose value | Not a deposit | No bank or credit union guarantee | Not insured by any Federal government agency \nCavalier Associates is not an affiliate with any company of Principal®. \nSubject to the disclosures and terms of the policies and contracts issued by Principal Life Insurance Company. Principal®\, Principal Financial Group®\, Principal Asset Management\, and Principal and the logomark design are registered trademarks and service marks of Principal Financial Services\, Inc.\, a Principal Financial Group company\, in various countries around the world and may be used only with the permission of Principal Financial Services\, Inc. \nFor Financial Professional/Institutional Use Only \n*CPA\, CLU®\, ChFC®\, & CLF® are education designations only\, obtained by the holder by completing the requisite coursework. These designations do not mean the holder is acting in a fiduciary capacity. \n5510595-052026 \n    \n\n        \n                    \n                    \n\n        \n        Register Now!Register for this Live Online Event
URL:https://cavalierassociates.com/event/stump-the-underwriter-underwriting-jam-session-with-chief-underwriting-officer-ken-turscak-and-adam-cavalier3/
CATEGORIES:Cavalier Associates Virtual 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 Event\n\nBusiness continuity\, succession\, and estate planning conversations financial professionals need to be having \nFor Small & Mid-Sized Business Owners \nBusinesses with approximately 5–500 employees\, founder-led companies\, family-owned businesses\, and organizations planning for future ownership or leadership transitions. \nBusiness owners know succession planning is more important than ever — but many remain unprepared for what happens if something unexpected occurs. Join our experts for a timely discussion on the growing pertinent need of business succession and transition planning\, and how advisors can help owners protect their legacy\, their families\, and their businesses. \nYou’ll Learn:\n\nWhy business continuity risk is rising— and why now can be the time to act.\nCommon succession planning gaps advisors are seeing across business owners\nHow estate planning and business succession planning work together to help protect what matters most.\nActionable questions and strategies to help you lead these critical conversations.\n\nZoom: Link provided upon registration. \nSpeakers: \n\nPaul Sargent\, CLU\,ChFC\, CLF\, Regional VP – Business Solutions\, Principal Financial Group\nPatti Bell\, CPA*\, CLU |AVP – Advanced Solutions\, Business and Advanced Solutions\, Principal Financial Group\n\nDisclosures:\nInsurance products issued by Principal National Life Insurance Company (except in NY) and Principal Life Insurance Company®. Plan administrative services offered by Principal Life. Principal Funds\, Inc. is distributed by Principal Funds Distributor\, Inc. Securities offered through Principal Securities\, Inc.\, member SIPC\, and/or independent broker/dealers. Referenced companies are members of the Principal Financial Group®\, Des Moines\, IA 50392. \nNot FDIC or NCUA insured | May lose value | Not a deposit | No bank or credit union guarantee | Not insured by any Federal government agency \nCavalier Associates is not an affiliate with any company of Principal®. \nSubject to the disclosures and terms of the policies and contracts issued by Principal Life Insurance Company. Principal®\, Principal Financial Group®\, Principal Asset Management\, and Principal and the logomark design are registered trademarks and service marks of Principal Financial Services\, Inc.\, a Principal Financial Group company\, in various countries around the world and may be used only with the permission of Principal Financial Services\, Inc. \nFor Financial Professional/Institutional Use Only \n*CPA\, CLU®\, ChFC®\, & CLF® are education designations only\, obtained by the holder by completing the requisite coursework. These designations do not mean the holder is acting in a fiduciary capacity. \n5510595-052026 \n    \n\n        \n                    \n                    \n\n        \n        Register Now!Register for this Live Online Event
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 Event\n\nBusiness continuity\, succession\, and estate planning conversations financial professionals need to be having \nFor Small & Mid-Sized Business Owners \nBusinesses with approximately 5–500 employees\, founder-led companies\, family-owned businesses\, and organizations planning for future ownership or leadership transitions. \nBusiness owners know succession planning is more important than ever — but many remain unprepared for what happens if something unexpected occurs. Join our experts for a timely discussion on the growing pertinent need of business succession and transition planning\, and how advisors can help owners protect their legacy\, their families\, and their businesses. \nYou’ll Learn:\n\nWhy business continuity risk is rising— and why now can be the time to act.\nCommon succession planning gaps advisors are seeing across business owners\nHow estate planning and business succession planning work together to help protect what matters most.\nActionable questions and strategies to help you lead these critical conversations.\n\nZoom: Link provided upon registration. \nSpeakers: \n\nPaul Sargent\, CLU\,ChFC\, CLF\, Regional VP – Business Solutions\, Principal Financial Group\nPatti Bell\, CPA*\, CLU |AVP – Advanced Solutions\, Business and Advanced Solutions\, Principal Financial Group\n\nDisclosures:\nInsurance products issued by Principal National Life Insurance Company (except in NY) and Principal Life Insurance Company®. Plan administrative services offered by Principal Life. Principal Funds\, Inc. is distributed by Principal Funds Distributor\, Inc. Securities offered through Principal Securities\, Inc.\, member SIPC\, and/or independent broker/dealers. Referenced companies are members of the Principal Financial Group®\, Des Moines\, IA 50392. \nNot FDIC or NCUA insured | May lose value | Not a deposit | No bank or credit union guarantee | Not insured by any Federal government agency \nCavalier Associates is not an affiliate with any company of Principal®. \nSubject to the disclosures and terms of the policies and contracts issued by Principal Life Insurance Company. Principal®\, Principal Financial Group®\, Principal Asset Management\, and Principal and the logomark design are registered trademarks and service marks of Principal Financial Services\, Inc.\, a Principal Financial Group company\, in various countries around the world and may be used only with the permission of Principal Financial Services\, Inc. \nFor Financial Professional/Institutional Use Only \n*CPA\, CLU®\, ChFC®\, & CLF® are education designations only\, obtained by the holder by completing the requisite coursework. These designations do not mean the holder is acting in a fiduciary capacity. \n5510595-052026 \n    \n\n        \n                    \n                    \n\n        \n        Register Now!Register for this Live Online Event
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 Event\n\nBusiness continuity\, succession\, and estate planning conversations financial professionals need to be having \nFor Small & Mid-Sized Business Owners \nBusinesses with approximately 5–500 employees\, founder-led companies\, family-owned businesses\, and organizations planning for future ownership or leadership transitions. \nBusiness owners know succession planning is more important than ever — but many remain unprepared for what happens if something unexpected occurs. Join our experts for a timely discussion on the growing pertinent need of business succession and transition planning\, and how advisors can help owners protect their legacy\, their families\, and their businesses. \nYou’ll Learn:\n\nWhy business continuity risk is rising— and why now can be the time to act.\nCommon succession planning gaps advisors are seeing across business owners\nHow estate planning and business succession planning work together to help protect what matters most.\nActionable questions and strategies to help you lead these critical conversations.\n\nZoom: Link provided upon registration. \nSpeakers: \n\nPaul Sargent\, CLU\,ChFC\, CLF\, Regional VP – Business Solutions\, Principal Financial Group\nPatti Bell\, CPA*\, CLU |AVP – Advanced Solutions\, Business and Advanced Solutions\, Principal Financial Group\n\nDisclosures:\nInsurance products issued by Principal National Life Insurance Company (except in NY) and Principal Life Insurance Company®. Plan administrative services offered by Principal Life. Principal Funds\, Inc. is distributed by Principal Funds Distributor\, Inc. Securities offered through Principal Securities\, Inc.\, member SIPC\, and/or independent broker/dealers. Referenced companies are members of the Principal Financial Group®\, Des Moines\, IA 50392. \nNot FDIC or NCUA insured | May lose value | Not a deposit | No bank or credit union guarantee | Not insured by any Federal government agency \nCavalier Associates is not an affiliate with any company of Principal®. \nSubject to the disclosures and terms of the policies and contracts issued by Principal Life Insurance Company. Principal®\, Principal Financial Group®\, Principal Asset Management\, and Principal and the logomark design are registered trademarks and service marks of Principal Financial Services\, Inc.\, a Principal Financial Group company\, in various countries around the world and may be used only with the permission of Principal Financial Services\, Inc. \nFor Financial Professional/Institutional Use Only \n*CPA\, CLU®\, ChFC®\, & CLF® are education designations only\, obtained by the holder by completing the requisite coursework. These designations do not mean the holder is acting in a fiduciary capacity. \n5510595-052026 \n    \n\n        \n                    \n                    \n\n        \n        Register Now!Register for this Live Online Event
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:20250716T100000
DTEND;TZID=America/Los_Angeles:20250716T110000
DTSTAMP:20250716T184022Z
CREATED:20250619T164747Z
LAST-MODIFIED:20250716T184022Z
UID:28565-1752660000-1752663600@cavalierassociates.com
SUMMARY:"Stump the Underwriter"...Underwriting Jam Session with Chief Underwriting Officer Ken Turscak and Adam Cavalier
DESCRIPTION:About the Event\n\nBusiness continuity\, succession\, and estate planning conversations financial professionals need to be having \nFor Small & Mid-Sized Business Owners \nBusinesses with approximately 5–500 employees\, founder-led companies\, family-owned businesses\, and organizations planning for future ownership or leadership transitions. \nBusiness owners know succession planning is more important than ever — but many remain unprepared for what happens if something unexpected occurs. Join our experts for a timely discussion on the growing pertinent need of business succession and transition planning\, and how advisors can help owners protect their legacy\, their families\, and their businesses. \nYou’ll Learn:\n\nWhy business continuity risk is rising— and why now can be the time to act.\nCommon succession planning gaps advisors are seeing across business owners\nHow estate planning and business succession planning work together to help protect what matters most.\nActionable questions and strategies to help you lead these critical conversations.\n\nZoom: Link provided upon registration. \nSpeakers: \n\nPaul Sargent\, CLU\,ChFC\, CLF\, Regional VP – Business Solutions\, Principal Financial Group\nPatti Bell\, CPA*\, CLU |AVP – Advanced Solutions\, Business and Advanced Solutions\, Principal Financial Group\n\nDisclosures:\nInsurance products issued by Principal National Life Insurance Company (except in NY) and Principal Life Insurance Company®. Plan administrative services offered by Principal Life. Principal Funds\, Inc. is distributed by Principal Funds Distributor\, Inc. Securities offered through Principal Securities\, Inc.\, member SIPC\, and/or independent broker/dealers. Referenced companies are members of the Principal Financial Group®\, Des Moines\, IA 50392. \nNot FDIC or NCUA insured | May lose value | Not a deposit | No bank or credit union guarantee | Not insured by any Federal government agency \nCavalier Associates is not an affiliate with any company of Principal®. \nSubject to the disclosures and terms of the policies and contracts issued by Principal Life Insurance Company. Principal®\, Principal Financial Group®\, Principal Asset Management\, and Principal and the logomark design are registered trademarks and service marks of Principal Financial Services\, Inc.\, a Principal Financial Group company\, in various countries around the world and may be used only with the permission of Principal Financial Services\, Inc. \nFor Financial Professional/Institutional Use Only \n*CPA\, CLU®\, ChFC®\, & CLF® are education designations only\, obtained by the holder by completing the requisite coursework. These designations do not mean the holder is acting in a fiduciary capacity. \n5510595-052026 \n    \n\n        \n                    \n                    \n\n        \n        Register Now!Register for this Live Online Event
URL:https://cavalierassociates.com/event/stump-the-underwriter-underwriting-jam-session-with-chief-underwriting-officer-ken-turscak-and-adam-cavalier2/
CATEGORIES:Cavalier Associates Virtual Events
ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20250625T100000
DTEND;TZID=America/Los_Angeles:20250625T110000
DTSTAMP:20250716T150338Z
CREATED:20250612T170148Z
LAST-MODIFIED:20250716T150338Z
UID:28514-1750845600-1750849200@cavalierassociates.com
SUMMARY:"Stump the Underwriter"...Underwriting Jam Session with Chief Underwriting Officer Ken Turscak and Adam Cavalier
DESCRIPTION:About the Event\n\nBusiness continuity\, succession\, and estate planning conversations financial professionals need to be having \nFor Small & Mid-Sized Business Owners \nBusinesses with approximately 5–500 employees\, founder-led companies\, family-owned businesses\, and organizations planning for future ownership or leadership transitions. \nBusiness owners know succession planning is more important than ever — but many remain unprepared for what happens if something unexpected occurs. Join our experts for a timely discussion on the growing pertinent need of business succession and transition planning\, and how advisors can help owners protect their legacy\, their families\, and their businesses. \nYou’ll Learn:\n\nWhy business continuity risk is rising— and why now can be the time to act.\nCommon succession planning gaps advisors are seeing across business owners\nHow estate planning and business succession planning work together to help protect what matters most.\nActionable questions and strategies to help you lead these critical conversations.\n\nZoom: Link provided upon registration. \nSpeakers: \n\nPaul Sargent\, CLU\,ChFC\, CLF\, Regional VP – Business Solutions\, Principal Financial Group\nPatti Bell\, CPA*\, CLU |AVP – Advanced Solutions\, Business and Advanced Solutions\, Principal Financial Group\n\nDisclosures:\nInsurance products issued by Principal National Life Insurance Company (except in NY) and Principal Life Insurance Company®. Plan administrative services offered by Principal Life. Principal Funds\, Inc. is distributed by Principal Funds Distributor\, Inc. Securities offered through Principal Securities\, Inc.\, member SIPC\, and/or independent broker/dealers. Referenced companies are members of the Principal Financial Group®\, Des Moines\, IA 50392. \nNot FDIC or NCUA insured | May lose value | Not a deposit | No bank or credit union guarantee | Not insured by any Federal government agency \nCavalier Associates is not an affiliate with any company of Principal®. \nSubject to the disclosures and terms of the policies and contracts issued by Principal Life Insurance Company. Principal®\, Principal Financial Group®\, Principal Asset Management\, and Principal and the logomark design are registered trademarks and service marks of Principal Financial Services\, Inc.\, a Principal Financial Group company\, in various countries around the world and may be used only with the permission of Principal Financial Services\, Inc. \nFor Financial Professional/Institutional Use Only \n*CPA\, CLU®\, ChFC®\, & CLF® are education designations only\, obtained by the holder by completing the requisite coursework. These designations do not mean the holder is acting in a fiduciary capacity. \n5510595-052026 \n    \n\n        \n                    \n                    \n\n        \n        Register Now!Register for this Live Online Event
URL:https://cavalierassociates.com/event/stump-the-underwriter-underwriting-jam-session-with-chief-underwriting-officer-ken-turscak-and-adam-cavalier/
CATEGORIES:Cavalier Associates Virtual 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 Event\n\nBusiness continuity\, succession\, and estate planning conversations financial professionals need to be having \nFor Small & Mid-Sized Business Owners \nBusinesses with approximately 5–500 employees\, founder-led companies\, family-owned businesses\, and organizations planning for future ownership or leadership transitions. \nBusiness owners know succession planning is more important than ever — but many remain unprepared for what happens if something unexpected occurs. Join our experts for a timely discussion on the growing pertinent need of business succession and transition planning\, and how advisors can help owners protect their legacy\, their families\, and their businesses. \nYou’ll Learn:\n\nWhy business continuity risk is rising— and why now can be the time to act.\nCommon succession planning gaps advisors are seeing across business owners\nHow estate planning and business succession planning work together to help protect what matters most.\nActionable questions and strategies to help you lead these critical conversations.\n\nZoom: Link provided upon registration. \nSpeakers: \n\nPaul Sargent\, CLU\,ChFC\, CLF\, Regional VP – Business Solutions\, Principal Financial Group\nPatti Bell\, CPA*\, CLU |AVP – Advanced Solutions\, Business and Advanced Solutions\, Principal Financial Group\n\nDisclosures:\nInsurance products issued by Principal National Life Insurance Company (except in NY) and Principal Life Insurance Company®. Plan administrative services offered by Principal Life. Principal Funds\, Inc. is distributed by Principal Funds Distributor\, Inc. Securities offered through Principal Securities\, Inc.\, member SIPC\, and/or independent broker/dealers. Referenced companies are members of the Principal Financial Group®\, Des Moines\, IA 50392. \nNot FDIC or NCUA insured | May lose value | Not a deposit | No bank or credit union guarantee | Not insured by any Federal government agency \nCavalier Associates is not an affiliate with any company of Principal®. \nSubject to the disclosures and terms of the policies and contracts issued by Principal Life Insurance Company. Principal®\, Principal Financial Group®\, Principal Asset Management\, and Principal and the logomark design are registered trademarks and service marks of Principal Financial Services\, Inc.\, a Principal Financial Group company\, in various countries around the world and may be used only with the permission of Principal Financial Services\, Inc. \nFor Financial Professional/Institutional Use Only \n*CPA\, CLU®\, ChFC®\, & CLF® are education designations only\, obtained by the holder by completing the requisite coursework. These designations do not mean the holder is acting in a fiduciary capacity. \n5510595-052026 \n    \n\n        \n                    \n                    \n\n        \n        Register Now!Register for this Live Online Event
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 Event\n\nBusiness continuity\, succession\, and estate planning conversations financial professionals need to be having \nFor Small & Mid-Sized Business Owners \nBusinesses with approximately 5–500 employees\, founder-led companies\, family-owned businesses\, and organizations planning for future ownership or leadership transitions. \nBusiness owners know succession planning is more important than ever — but many remain unprepared for what happens if something unexpected occurs. Join our experts for a timely discussion on the growing pertinent need of business succession and transition planning\, and how advisors can help owners protect their legacy\, their families\, and their businesses. \nYou’ll Learn:\n\nWhy business continuity risk is rising— and why now can be the time to act.\nCommon succession planning gaps advisors are seeing across business owners\nHow estate planning and business succession planning work together to help protect what matters most.\nActionable questions and strategies to help you lead these critical conversations.\n\nZoom: Link provided upon registration. \nSpeakers: \n\nPaul Sargent\, CLU\,ChFC\, CLF\, Regional VP – Business Solutions\, Principal Financial Group\nPatti Bell\, CPA*\, CLU |AVP – Advanced Solutions\, Business and Advanced Solutions\, Principal Financial Group\n\nDisclosures:\nInsurance products issued by Principal National Life Insurance Company (except in NY) and Principal Life Insurance Company®. Plan administrative services offered by Principal Life. Principal Funds\, Inc. is distributed by Principal Funds Distributor\, Inc. Securities offered through Principal Securities\, Inc.\, member SIPC\, and/or independent broker/dealers. Referenced companies are members of the Principal Financial Group®\, Des Moines\, IA 50392. \nNot FDIC or NCUA insured | May lose value | Not a deposit | No bank or credit union guarantee | Not insured by any Federal government agency \nCavalier Associates is not an affiliate with any company of Principal®. \nSubject to the disclosures and terms of the policies and contracts issued by Principal Life Insurance Company. Principal®\, Principal Financial Group®\, Principal Asset Management\, and Principal and the logomark design are registered trademarks and service marks of Principal Financial Services\, Inc.\, a Principal Financial Group company\, in various countries around the world and may be used only with the permission of Principal Financial Services\, Inc. \nFor Financial Professional/Institutional Use Only \n*CPA\, CLU®\, ChFC®\, & CLF® are education designations only\, obtained by the holder by completing the requisite coursework. These designations do not mean the holder is acting in a fiduciary capacity. \n5510595-052026 \n    \n\n        \n                    \n                    \n\n        \n        Register Now!Register for this Live Online Event
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 Event\n\nBusiness continuity\, succession\, and estate planning conversations financial professionals need to be having \nFor Small & Mid-Sized Business Owners \nBusinesses with approximately 5–500 employees\, founder-led companies\, family-owned businesses\, and organizations planning for future ownership or leadership transitions. \nBusiness owners know succession planning is more important than ever — but many remain unprepared for what happens if something unexpected occurs. Join our experts for a timely discussion on the growing pertinent need of business succession and transition planning\, and how advisors can help owners protect their legacy\, their families\, and their businesses. \nYou’ll Learn:\n\nWhy business continuity risk is rising— and why now can be the time to act.\nCommon succession planning gaps advisors are seeing across business owners\nHow estate planning and business succession planning work together to help protect what matters most.\nActionable questions and strategies to help you lead these critical conversations.\n\nZoom: Link provided upon registration. \nSpeakers: \n\nPaul Sargent\, CLU\,ChFC\, CLF\, Regional VP – Business Solutions\, Principal Financial Group\nPatti Bell\, CPA*\, CLU |AVP – Advanced Solutions\, Business and Advanced Solutions\, Principal Financial Group\n\nDisclosures:\nInsurance products issued by Principal National Life Insurance Company (except in NY) and Principal Life Insurance Company®. Plan administrative services offered by Principal Life. Principal Funds\, Inc. is distributed by Principal Funds Distributor\, Inc. Securities offered through Principal Securities\, Inc.\, member SIPC\, and/or independent broker/dealers. Referenced companies are members of the Principal Financial Group®\, Des Moines\, IA 50392. \nNot FDIC or NCUA insured | May lose value | Not a deposit | No bank or credit union guarantee | Not insured by any Federal government agency \nCavalier Associates is not an affiliate with any company of Principal®. \nSubject to the disclosures and terms of the policies and contracts issued by Principal Life Insurance Company. Principal®\, Principal Financial Group®\, Principal Asset Management\, and Principal and the logomark design are registered trademarks and service marks of Principal Financial Services\, Inc.\, a Principal Financial Group company\, in various countries around the world and may be used only with the permission of Principal Financial Services\, Inc. \nFor Financial Professional/Institutional Use Only \n*CPA\, CLU®\, ChFC®\, & CLF® are education designations only\, obtained by the holder by completing the requisite coursework. These designations do not mean the holder is acting in a fiduciary capacity. \n5510595-052026 \n    \n\n        \n                    \n                    \n\n        \n        Register Now!Register for this Live Online Event
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:20250326T143425Z
CREATED:20250120T205153Z
LAST-MODIFIED:20250326T143425Z
UID:27984-1743076800-1743080400@cavalierassociates.com
SUMMARY:Underwriting Lunch  with Ken Turscak
DESCRIPTION:About the Event\n\nBusiness continuity\, succession\, and estate planning conversations financial professionals need to be having \nFor Small & Mid-Sized Business Owners \nBusinesses with approximately 5–500 employees\, founder-led companies\, family-owned businesses\, and organizations planning for future ownership or leadership transitions. \nBusiness owners know succession planning is more important than ever — but many remain unprepared for what happens if something unexpected occurs. Join our experts for a timely discussion on the growing pertinent need of business succession and transition planning\, and how advisors can help owners protect their legacy\, their families\, and their businesses. \nYou’ll Learn:\n\nWhy business continuity risk is rising— and why now can be the time to act.\nCommon succession planning gaps advisors are seeing across business owners\nHow estate planning and business succession planning work together to help protect what matters most.\nActionable questions and strategies to help you lead these critical conversations.\n\nZoom: Link provided upon registration. \nSpeakers: \n\nPaul Sargent\, CLU\,ChFC\, CLF\, Regional VP – Business Solutions\, Principal Financial Group\nPatti Bell\, CPA*\, CLU |AVP – Advanced Solutions\, Business and Advanced Solutions\, Principal Financial Group\n\nDisclosures:\nInsurance products issued by Principal National Life Insurance Company (except in NY) and Principal Life Insurance Company®. Plan administrative services offered by Principal Life. Principal Funds\, Inc. is distributed by Principal Funds Distributor\, Inc. Securities offered through Principal Securities\, Inc.\, member SIPC\, and/or independent broker/dealers. Referenced companies are members of the Principal Financial Group®\, Des Moines\, IA 50392. \nNot FDIC or NCUA insured | May lose value | Not a deposit | No bank or credit union guarantee | Not insured by any Federal government agency \nCavalier Associates is not an affiliate with any company of Principal®. \nSubject to the disclosures and terms of the policies and contracts issued by Principal Life Insurance Company. Principal®\, Principal Financial Group®\, Principal Asset Management\, and Principal and the logomark design are registered trademarks and service marks of Principal Financial Services\, Inc.\, a Principal Financial Group company\, in various countries around the world and may be used only with the permission of Principal Financial Services\, Inc. \nFor Financial Professional/Institutional Use Only \n*CPA\, CLU®\, ChFC®\, & CLF® are education designations only\, obtained by the holder by completing the requisite coursework. These designations do not mean the holder is acting in a fiduciary capacity. \n5510595-052026 \n    \n\n        \n                    \n                    \n\n        \n        Register Now!Register for this Live Online Event
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:20250326T143329Z
CREATED:20250115T212028Z
LAST-MODIFIED:20250326T143329Z
UID:27956-1743004800-1743010200@cavalierassociates.com
SUMMARY:Meet Ken Turscak: Underwriting Trends & Happy Hour
DESCRIPTION:About the Event\n\nBusiness continuity\, succession\, and estate planning conversations financial professionals need to be having \nFor Small & Mid-Sized Business Owners \nBusinesses with approximately 5–500 employees\, founder-led companies\, family-owned businesses\, and organizations planning for future ownership or leadership transitions. \nBusiness owners know succession planning is more important than ever — but many remain unprepared for what happens if something unexpected occurs. Join our experts for a timely discussion on the growing pertinent need of business succession and transition planning\, and how advisors can help owners protect their legacy\, their families\, and their businesses. \nYou’ll Learn:\n\nWhy business continuity risk is rising— and why now can be the time to act.\nCommon succession planning gaps advisors are seeing across business owners\nHow estate planning and business succession planning work together to help protect what matters most.\nActionable questions and strategies to help you lead these critical conversations.\n\nZoom: Link provided upon registration. \nSpeakers: \n\nPaul Sargent\, CLU\,ChFC\, CLF\, Regional VP – Business Solutions\, Principal Financial Group\nPatti Bell\, CPA*\, CLU |AVP – Advanced Solutions\, Business and Advanced Solutions\, Principal Financial Group\n\nDisclosures:\nInsurance products issued by Principal National Life Insurance Company (except in NY) and Principal Life Insurance Company®. Plan administrative services offered by Principal Life. Principal Funds\, Inc. is distributed by Principal Funds Distributor\, Inc. Securities offered through Principal Securities\, Inc.\, member SIPC\, and/or independent broker/dealers. Referenced companies are members of the Principal Financial Group®\, Des Moines\, IA 50392. \nNot FDIC or NCUA insured | May lose value | Not a deposit | No bank or credit union guarantee | Not insured by any Federal government agency \nCavalier Associates is not an affiliate with any company of Principal®. \nSubject to the disclosures and terms of the policies and contracts issued by Principal Life Insurance Company. Principal®\, Principal Financial Group®\, Principal Asset Management\, and Principal and the logomark design are registered trademarks and service marks of Principal Financial Services\, Inc.\, a Principal Financial Group company\, in various countries around the world and may be used only with the permission of Principal Financial Services\, Inc. \nFor Financial Professional/Institutional Use Only \n*CPA\, CLU®\, ChFC®\, & CLF® are education designations only\, obtained by the holder by completing the requisite coursework. These designations do not mean the holder is acting in a fiduciary capacity. \n5510595-052026 \n    \n\n        \n                    \n                    \n\n        \n        Register Now!Register for this Live Online Event
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:20250311T110000
DTEND;TZID=America/Los_Angeles:20250311T120000
DTSTAMP:20250311T205116Z
CREATED:20250123T002417Z
LAST-MODIFIED:20250311T205116Z
UID:28051-1741690800-1741694400@cavalierassociates.com
SUMMARY:Underwriting Evolution with Chief Underwriter\, Ken Turscak
DESCRIPTION:About the Event\n\nBusiness continuity\, succession\, and estate planning conversations financial professionals need to be having \nFor Small & Mid-Sized Business Owners \nBusinesses with approximately 5–500 employees\, founder-led companies\, family-owned businesses\, and organizations planning for future ownership or leadership transitions. \nBusiness owners know succession planning is more important than ever — but many remain unprepared for what happens if something unexpected occurs. Join our experts for a timely discussion on the growing pertinent need of business succession and transition planning\, and how advisors can help owners protect their legacy\, their families\, and their businesses. \nYou’ll Learn:\n\nWhy business continuity risk is rising— and why now can be the time to act.\nCommon succession planning gaps advisors are seeing across business owners\nHow estate planning and business succession planning work together to help protect what matters most.\nActionable questions and strategies to help you lead these critical conversations.\n\nZoom: Link provided upon registration. \nSpeakers: \n\nPaul Sargent\, CLU\,ChFC\, CLF\, Regional VP – Business Solutions\, Principal Financial Group\nPatti Bell\, CPA*\, CLU |AVP – Advanced Solutions\, Business and Advanced Solutions\, Principal Financial Group\n\nDisclosures:\nInsurance products issued by Principal National Life Insurance Company (except in NY) and Principal Life Insurance Company®. Plan administrative services offered by Principal Life. Principal Funds\, Inc. is distributed by Principal Funds Distributor\, Inc. Securities offered through Principal Securities\, Inc.\, member SIPC\, and/or independent broker/dealers. Referenced companies are members of the Principal Financial Group®\, Des Moines\, IA 50392. \nNot FDIC or NCUA insured | May lose value | Not a deposit | No bank or credit union guarantee | Not insured by any Federal government agency \nCavalier Associates is not an affiliate with any company of Principal®. \nSubject to the disclosures and terms of the policies and contracts issued by Principal Life Insurance Company. Principal®\, Principal Financial Group®\, Principal Asset Management\, and Principal and the logomark design are registered trademarks and service marks of Principal Financial Services\, Inc.\, a Principal Financial Group company\, in various countries around the world and may be used only with the permission of Principal Financial Services\, Inc. \nFor Financial Professional/Institutional Use Only \n*CPA\, CLU®\, ChFC®\, & CLF® are education designations only\, obtained by the holder by completing the requisite coursework. These designations do not mean the holder is acting in a fiduciary capacity. \n5510595-052026 \n    \n\n        \n                    \n                    \n\n        \n        Register Now!Register for this Live Online Event
URL:https://cavalierassociates.com/event/underwriting-evolution-with-chief-underwriter-ken-turscak/
CATEGORIES:Cavalier Associates Virtual 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:20250226T201352Z
CREATED:20250106T192906Z
LAST-MODIFIED:20250226T201352Z
UID:27923-1740571200-1740574800@cavalierassociates.com
SUMMARY:LTC Planning Insights
DESCRIPTION:About the Event\n\nBusiness continuity\, succession\, and estate planning conversations financial professionals need to be having \nFor Small & Mid-Sized Business Owners \nBusinesses with approximately 5–500 employees\, founder-led companies\, family-owned businesses\, and organizations planning for future ownership or leadership transitions. \nBusiness owners know succession planning is more important than ever — but many remain unprepared for what happens if something unexpected occurs. Join our experts for a timely discussion on the growing pertinent need of business succession and transition planning\, and how advisors can help owners protect their legacy\, their families\, and their businesses. \nYou’ll Learn:\n\nWhy business continuity risk is rising— and why now can be the time to act.\nCommon succession planning gaps advisors are seeing across business owners\nHow estate planning and business succession planning work together to help protect what matters most.\nActionable questions and strategies to help you lead these critical conversations.\n\nZoom: Link provided upon registration. \nSpeakers: \n\nPaul Sargent\, CLU\,ChFC\, CLF\, Regional VP – Business Solutions\, Principal Financial Group\nPatti Bell\, CPA*\, CLU |AVP – Advanced Solutions\, Business and Advanced Solutions\, Principal Financial Group\n\nDisclosures:\nInsurance products issued by Principal National Life Insurance Company (except in NY) and Principal Life Insurance Company®. Plan administrative services offered by Principal Life. Principal Funds\, Inc. is distributed by Principal Funds Distributor\, Inc. Securities offered through Principal Securities\, Inc.\, member SIPC\, and/or independent broker/dealers. Referenced companies are members of the Principal Financial Group®\, Des Moines\, IA 50392. \nNot FDIC or NCUA insured | May lose value | Not a deposit | No bank or credit union guarantee | Not insured by any Federal government agency \nCavalier Associates is not an affiliate with any company of Principal®. \nSubject to the disclosures and terms of the policies and contracts issued by Principal Life Insurance Company. Principal®\, Principal Financial Group®\, Principal Asset Management\, and Principal and the logomark design are registered trademarks and service marks of Principal Financial Services\, Inc.\, a Principal Financial Group company\, in various countries around the world and may be used only with the permission of Principal Financial Services\, Inc. \nFor Financial Professional/Institutional Use Only \n*CPA\, CLU®\, ChFC®\, & CLF® are education designations only\, obtained by the holder by completing the requisite coursework. These designations do not mean the holder is acting in a fiduciary capacity. \n5510595-052026 \n    \n\n        \n                    \n                    \n\n        \n        Register Now!Register for this Live Online Event
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:20250225T163059Z
CREATED:20241231T172126Z
LAST-MODIFIED:20250225T163059Z
UID:27905-1740484800-1740488400@cavalierassociates.com
SUMMARY:Master LTC Planning Strategies - Irvine
DESCRIPTION:About the Event\n\nBusiness continuity\, succession\, and estate planning conversations financial professionals need to be having \nFor Small & Mid-Sized Business Owners \nBusinesses with approximately 5–500 employees\, founder-led companies\, family-owned businesses\, and organizations planning for future ownership or leadership transitions. \nBusiness owners know succession planning is more important than ever — but many remain unprepared for what happens if something unexpected occurs. Join our experts for a timely discussion on the growing pertinent need of business succession and transition planning\, and how advisors can help owners protect their legacy\, their families\, and their businesses. \nYou’ll Learn:\n\nWhy business continuity risk is rising— and why now can be the time to act.\nCommon succession planning gaps advisors are seeing across business owners\nHow estate planning and business succession planning work together to help protect what matters most.\nActionable questions and strategies to help you lead these critical conversations.\n\nZoom: Link provided upon registration. \nSpeakers: \n\nPaul Sargent\, CLU\,ChFC\, CLF\, Regional VP – Business Solutions\, Principal Financial Group\nPatti Bell\, CPA*\, CLU |AVP – Advanced Solutions\, Business and Advanced Solutions\, Principal Financial Group\n\nDisclosures:\nInsurance products issued by Principal National Life Insurance Company (except in NY) and Principal Life Insurance Company®. Plan administrative services offered by Principal Life. Principal Funds\, Inc. is distributed by Principal Funds Distributor\, Inc. Securities offered through Principal Securities\, Inc.\, member SIPC\, and/or independent broker/dealers. Referenced companies are members of the Principal Financial Group®\, Des Moines\, IA 50392. \nNot FDIC or NCUA insured | May lose value | Not a deposit | No bank or credit union guarantee | Not insured by any Federal government agency \nCavalier Associates is not an affiliate with any company of Principal®. \nSubject to the disclosures and terms of the policies and contracts issued by Principal Life Insurance Company. Principal®\, Principal Financial Group®\, Principal Asset Management\, and Principal and the logomark design are registered trademarks and service marks of Principal Financial Services\, Inc.\, a Principal Financial Group company\, in various countries around the world and may be used only with the permission of Principal Financial Services\, Inc. \nFor Financial Professional/Institutional Use Only \n*CPA\, CLU®\, ChFC®\, & CLF® are education designations only\, obtained by the holder by completing the requisite coursework. These designations do not mean the holder is acting in a fiduciary capacity. \n5510595-052026 \n    \n\n        \n                    \n                    \n\n        \n        Register Now!Register for this Live Online Event
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:20250204T110000
DTEND;TZID=America/Los_Angeles:20250204T120000
DTSTAMP:20250204T212332Z
CREATED:20241231T172101Z
LAST-MODIFIED:20250204T212332Z
UID:27894-1738666800-1738670400@cavalierassociates.com
SUMMARY:Master LTC Planning Strategies
DESCRIPTION:About the Event\n\nBusiness continuity\, succession\, and estate planning conversations financial professionals need to be having \nFor Small & Mid-Sized Business Owners \nBusinesses with approximately 5–500 employees\, founder-led companies\, family-owned businesses\, and organizations planning for future ownership or leadership transitions. \nBusiness owners know succession planning is more important than ever — but many remain unprepared for what happens if something unexpected occurs. Join our experts for a timely discussion on the growing pertinent need of business succession and transition planning\, and how advisors can help owners protect their legacy\, their families\, and their businesses. \nYou’ll Learn:\n\nWhy business continuity risk is rising— and why now can be the time to act.\nCommon succession planning gaps advisors are seeing across business owners\nHow estate planning and business succession planning work together to help protect what matters most.\nActionable questions and strategies to help you lead these critical conversations.\n\nZoom: Link provided upon registration. \nSpeakers: \n\nPaul Sargent\, CLU\,ChFC\, CLF\, Regional VP – Business Solutions\, Principal Financial Group\nPatti Bell\, CPA*\, CLU |AVP – Advanced Solutions\, Business and Advanced Solutions\, Principal Financial Group\n\nDisclosures:\nInsurance products issued by Principal National Life Insurance Company (except in NY) and Principal Life Insurance Company®. Plan administrative services offered by Principal Life. Principal Funds\, Inc. is distributed by Principal Funds Distributor\, Inc. Securities offered through Principal Securities\, Inc.\, member SIPC\, and/or independent broker/dealers. Referenced companies are members of the Principal Financial Group®\, Des Moines\, IA 50392. \nNot FDIC or NCUA insured | May lose value | Not a deposit | No bank or credit union guarantee | Not insured by any Federal government agency \nCavalier Associates is not an affiliate with any company of Principal®. \nSubject to the disclosures and terms of the policies and contracts issued by Principal Life Insurance Company. Principal®\, Principal Financial Group®\, Principal Asset Management\, and Principal and the logomark design are registered trademarks and service marks of Principal Financial Services\, Inc.\, a Principal Financial Group company\, in various countries around the world and may be used only with the permission of Principal Financial Services\, Inc. \nFor Financial Professional/Institutional Use Only \n*CPA\, CLU®\, ChFC®\, & CLF® are education designations only\, obtained by the holder by completing the requisite coursework. These designations do not mean the holder is acting in a fiduciary capacity. \n5510595-052026 \n    \n\n        \n                    \n                    \n\n        \n        Register Now!Register for this Live Online Event
URL:https://cavalierassociates.com/event/master-ltc-planning-strategies/
CATEGORIES:Cavalier Associates Virtual Events
ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20250128T110000
DTEND;TZID=America/Los_Angeles:20250128T120000
DTSTAMP:20250128T213842Z
CREATED:20241223T235725Z
LAST-MODIFIED:20250128T213842Z
UID:27879-1738062000-1738065600@cavalierassociates.com
SUMMARY:Global Wealth Planning Strategies
DESCRIPTION:About the Event\n\nBusiness continuity\, succession\, and estate planning conversations financial professionals need to be having \nFor Small & Mid-Sized Business Owners \nBusinesses with approximately 5–500 employees\, founder-led companies\, family-owned businesses\, and organizations planning for future ownership or leadership transitions. \nBusiness owners know succession planning is more important than ever — but many remain unprepared for what happens if something unexpected occurs. Join our experts for a timely discussion on the growing pertinent need of business succession and transition planning\, and how advisors can help owners protect their legacy\, their families\, and their businesses. \nYou’ll Learn:\n\nWhy business continuity risk is rising— and why now can be the time to act.\nCommon succession planning gaps advisors are seeing across business owners\nHow estate planning and business succession planning work together to help protect what matters most.\nActionable questions and strategies to help you lead these critical conversations.\n\nZoom: Link provided upon registration. \nSpeakers: \n\nPaul Sargent\, CLU\,ChFC\, CLF\, Regional VP – Business Solutions\, Principal Financial Group\nPatti Bell\, CPA*\, CLU |AVP – Advanced Solutions\, Business and Advanced Solutions\, Principal Financial Group\n\nDisclosures:\nInsurance products issued by Principal National Life Insurance Company (except in NY) and Principal Life Insurance Company®. Plan administrative services offered by Principal Life. Principal Funds\, Inc. is distributed by Principal Funds Distributor\, Inc. Securities offered through Principal Securities\, Inc.\, member SIPC\, and/or independent broker/dealers. Referenced companies are members of the Principal Financial Group®\, Des Moines\, IA 50392. \nNot FDIC or NCUA insured | May lose value | Not a deposit | No bank or credit union guarantee | Not insured by any Federal government agency \nCavalier Associates is not an affiliate with any company of Principal®. \nSubject to the disclosures and terms of the policies and contracts issued by Principal Life Insurance Company. Principal®\, Principal Financial Group®\, Principal Asset Management\, and Principal and the logomark design are registered trademarks and service marks of Principal Financial Services\, Inc.\, a Principal Financial Group company\, in various countries around the world and may be used only with the permission of Principal Financial Services\, Inc. \nFor Financial Professional/Institutional Use Only \n*CPA\, CLU®\, ChFC®\, & CLF® are education designations only\, obtained by the holder by completing the requisite coursework. These designations do not mean the holder is acting in a fiduciary capacity. \n5510595-052026 \n    \n\n        \n                    \n                    \n\n        \n        Register Now!Register for this Live Online Event
URL:https://cavalierassociates.com/event/global-wealth-planning-strategies/
CATEGORIES:Cavalier Associates Virtual 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:20250120T180129Z
CREATED:20241218T214302Z
LAST-MODIFIED:20250120T180129Z
UID:27844-1737633600-1737637200@cavalierassociates.com
SUMMARY:Global Wealth Insights
DESCRIPTION:About the Event\n\nBusiness continuity\, succession\, and estate planning conversations financial professionals need to be having \nFor Small & Mid-Sized Business Owners \nBusinesses with approximately 5–500 employees\, founder-led companies\, family-owned businesses\, and organizations planning for future ownership or leadership transitions. \nBusiness owners know succession planning is more important than ever — but many remain unprepared for what happens if something unexpected occurs. Join our experts for a timely discussion on the growing pertinent need of business succession and transition planning\, and how advisors can help owners protect their legacy\, their families\, and their businesses. \nYou’ll Learn:\n\nWhy business continuity risk is rising— and why now can be the time to act.\nCommon succession planning gaps advisors are seeing across business owners\nHow estate planning and business succession planning work together to help protect what matters most.\nActionable questions and strategies to help you lead these critical conversations.\n\nZoom: Link provided upon registration. \nSpeakers: \n\nPaul Sargent\, CLU\,ChFC\, CLF\, Regional VP – Business Solutions\, Principal Financial Group\nPatti Bell\, CPA*\, CLU |AVP – Advanced Solutions\, Business and Advanced Solutions\, Principal Financial Group\n\nDisclosures:\nInsurance products issued by Principal National Life Insurance Company (except in NY) and Principal Life Insurance Company®. Plan administrative services offered by Principal Life. Principal Funds\, Inc. is distributed by Principal Funds Distributor\, Inc. Securities offered through Principal Securities\, Inc.\, member SIPC\, and/or independent broker/dealers. Referenced companies are members of the Principal Financial Group®\, Des Moines\, IA 50392. \nNot FDIC or NCUA insured | May lose value | Not a deposit | No bank or credit union guarantee | Not insured by any Federal government agency \nCavalier Associates is not an affiliate with any company of Principal®. \nSubject to the disclosures and terms of the policies and contracts issued by Principal Life Insurance Company. Principal®\, Principal Financial Group®\, Principal Asset Management\, and Principal and the logomark design are registered trademarks and service marks of Principal Financial Services\, Inc.\, a Principal Financial Group company\, in various countries around the world and may be used only with the permission of Principal Financial Services\, Inc. \nFor Financial Professional/Institutional Use Only \n*CPA\, CLU®\, ChFC®\, & CLF® are education designations only\, obtained by the holder by completing the requisite coursework. These designations do not mean the holder is acting in a fiduciary capacity. \n5510595-052026 \n    \n\n        \n                    \n                    \n\n        \n        Register Now!Register for this Live Online Event
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:20241210T161646Z
CREATED:20241031T114538Z
LAST-MODIFIED:20241210T161646Z
UID:27695-1733832000-1733835600@cavalierassociates.com
SUMMARY:Mastering Underwriting with Chief Underwriter Ken Turscak
DESCRIPTION:About the Event\n\nBusiness continuity\, succession\, and estate planning conversations financial professionals need to be having \nFor Small & Mid-Sized Business Owners \nBusinesses with approximately 5–500 employees\, founder-led companies\, family-owned businesses\, and organizations planning for future ownership or leadership transitions. \nBusiness owners know succession planning is more important than ever — but many remain unprepared for what happens if something unexpected occurs. Join our experts for a timely discussion on the growing pertinent need of business succession and transition planning\, and how advisors can help owners protect their legacy\, their families\, and their businesses. \nYou’ll Learn:\n\nWhy business continuity risk is rising— and why now can be the time to act.\nCommon succession planning gaps advisors are seeing across business owners\nHow estate planning and business succession planning work together to help protect what matters most.\nActionable questions and strategies to help you lead these critical conversations.\n\nZoom: Link provided upon registration. \nSpeakers: \n\nPaul Sargent\, CLU\,ChFC\, CLF\, Regional VP – Business Solutions\, Principal Financial Group\nPatti Bell\, CPA*\, CLU |AVP – Advanced Solutions\, Business and Advanced Solutions\, Principal Financial Group\n\nDisclosures:\nInsurance products issued by Principal National Life Insurance Company (except in NY) and Principal Life Insurance Company®. Plan administrative services offered by Principal Life. Principal Funds\, Inc. is distributed by Principal Funds Distributor\, Inc. Securities offered through Principal Securities\, Inc.\, member SIPC\, and/or independent broker/dealers. Referenced companies are members of the Principal Financial Group®\, Des Moines\, IA 50392. \nNot FDIC or NCUA insured | May lose value | Not a deposit | No bank or credit union guarantee | Not insured by any Federal government agency \nCavalier Associates is not an affiliate with any company of Principal®. \nSubject to the disclosures and terms of the policies and contracts issued by Principal Life Insurance Company. Principal®\, Principal Financial Group®\, Principal Asset Management\, and Principal and the logomark design are registered trademarks and service marks of Principal Financial Services\, Inc.\, a Principal Financial Group company\, in various countries around the world and may be used only with the permission of Principal Financial Services\, Inc. \nFor Financial Professional/Institutional Use Only \n*CPA\, CLU®\, ChFC®\, & CLF® are education designations only\, obtained by the holder by completing the requisite coursework. These designations do not mean the holder is acting in a fiduciary capacity. \n5510595-052026 \n    \n\n        \n                    \n                    \n\n        \n        Register Now!Register for this Live Online Event
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
END:VCALENDAR