BEGIN:VCALENDAR VERSION:2.0 PRODID:-//Cavalier Associates - ECPv6.18.2//NONSGML v1.0//EN CALSCALE:GREGORIAN METHOD:PUBLISH X-WR-CALNAME:Cavalier Associates X-ORIGINAL-URL:https://cavalierassociates.com X-WR-CALDESC:Events for Cavalier Associates REFRESH-INTERVAL;VALUE=DURATION:PT1H X-Robots-Tag:noindex X-PUBLISHED-TTL:PT1H BEGIN:VTIMEZONE TZID:America/Los_Angeles BEGIN:DAYLIGHT TZOFFSETFROM:-0800 TZOFFSETTO:-0700 TZNAME:PDT DTSTART:20230312T100000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0700 TZOFFSETTO:-0800 TZNAME:PST DTSTART:20231105T090000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0800 TZOFFSETTO:-0700 TZNAME:PDT DTSTART:20240310T100000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0700 TZOFFSETTO:-0800 TZNAME:PST DTSTART:20241103T090000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0800 TZOFFSETTO:-0700 TZNAME:PDT DTSTART:20250309T100000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0700 TZOFFSETTO:-0800 TZNAME:PST DTSTART:20251102T090000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0800 TZOFFSETTO:-0700 TZNAME:PDT DTSTART:20260308T100000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0700 TZOFFSETTO:-0800 TZNAME:PST DTSTART:20261101T090000 END:STANDARD END:VTIMEZONE BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles: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 EventWhen a client says\, “I can’t afford long-term care insurance\,” the conversation doesn’t have to end there. Retirement assets earmarked for “just in case” may open another path to funding protection. In fact\, the client is likely already thinking this way. All we have to do is show them the best way to use their just in case assets. Join Cavalier Associates and Jen Wagoner of OneAmerica Financial for a practical look at how qualified retirement assets may help fund long-term care insurance—and how to introduce that possibility in your next client conversation. You’ll explore: Funding strategies: Explore ways qualified retirement assets may be used to pay for long-term care insurance. Income tax considerations: Review how to account for and manage income taxes as part of the funding strategy. The client conversation: Learn how to move beyond “I can’t afford it” by discussing assets clients already have and the future care needs they want to address. Who Should Attend If you work with clients who are concerned about long-term care costs and have retirement assets set aside for future needs\, this session will help you explore another way to move the planning conversation forward. Featured Speakers David Kopaloff\, Brokerage/Marketing Specialist\, Cavalier AssociatesJen Wagoner\, Regional Account Director\, Care Solutions Sales Distribution\, OneAmericaRegister now to add a practical qualified-asset strategy to your long-term care planning toolkit. \n\n \n \n \n\n \n Register Now!\n\n \n PhoneThis field is for validation purposes and should be left unchanged.Name(Required)\n \n \n First\n \n \n \n \n Last\n \n \n \n Phone(Required)Email(Required)\n \n SMS Terms and Conditions\n \n By checking this box\, I consent to receive text messages related to insurance from Cavalier Insurance Marketing Services\, LLC. You can reply STOP to opt-out at any time. Message and data rates may apply. Message frequency may vary\, text HELP to 1-800-350-2019 for assistance. For more information\, please refer to our Terms and Conditions page (www.cavalierassociates.com/terms-of-use) on our website.\n CAPTCHA\n Reserve My Seat \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Δ URL:https://cavalierassociates.com/event/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 EventWhen a client says\, “I can’t afford long-term care insurance\,” the conversation doesn’t have to end there. Retirement assets earmarked for “just in case” may open another path to funding protection. In fact\, the client is likely already thinking this way. All we have to do is show them the best way to use their just in case assets. Join Cavalier Associates and Jen Wagoner of OneAmerica Financial for a practical look at how qualified retirement assets may help fund long-term care insurance—and how to introduce that possibility in your next client conversation. You’ll explore: Funding strategies: Explore ways qualified retirement assets may be used to pay for long-term care insurance. Income tax considerations: Review how to account for and manage income taxes as part of the funding strategy. The client conversation: Learn how to move beyond “I can’t afford it” by discussing assets clients already have and the future care needs they want to address. Who Should Attend If you work with clients who are concerned about long-term care costs and have retirement assets set aside for future needs\, this session will help you explore another way to move the planning conversation forward. Featured Speakers David Kopaloff\, Brokerage/Marketing Specialist\, Cavalier AssociatesJen Wagoner\, Regional Account Director\, Care Solutions Sales Distribution\, OneAmericaRegister now to add a practical qualified-asset strategy to your long-term care planning toolkit. \n\n \n \n \n\n \n Register Now!\n \n EmailThis field is for validation purposes and should be left unchanged.Name(Required)\n \n \n First\n \n \n \n \n Last\n \n \n \n Phone(Required)Email(Required)\n \n SMS Terms and Conditions\n \n By checking this box\, I consent to receive text messages related to insurance from Cavalier Insurance Marketing Services\, LLC. You can reply STOP to opt-out at any time. Message and data rates may apply. Message frequency may vary\, text HELP to 1-800-350-2019 for assistance. For more information\, please refer to our Terms and Conditions page (www.cavalierassociates.com/terms-of-use) on our website.\n CAPTCHA\n Reserve My Seat \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Δ URL:https://cavalierassociates.com/event/how-to-identify-life-insurance-replacements-multi-generational-wealth-building-and-iul-built-for-small-business/ 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 EventWhen a client says\, “I can’t afford long-term care insurance\,” the conversation doesn’t have to end there. Retirement assets earmarked for “just in case” may open another path to funding protection. In fact\, the client is likely already thinking this way. All we have to do is show them the best way to use their just in case assets. Join Cavalier Associates and Jen Wagoner of OneAmerica Financial for a practical look at how qualified retirement assets may help fund long-term care insurance—and how to introduce that possibility in your next client conversation. You’ll explore: Funding strategies: Explore ways qualified retirement assets may be used to pay for long-term care insurance. Income tax considerations: Review how to account for and manage income taxes as part of the funding strategy. The client conversation: Learn how to move beyond “I can’t afford it” by discussing assets clients already have and the future care needs they want to address. Who Should Attend If you work with clients who are concerned about long-term care costs and have retirement assets set aside for future needs\, this session will help you explore another way to move the planning conversation forward. Featured Speakers David Kopaloff\, Brokerage/Marketing Specialist\, Cavalier AssociatesJen Wagoner\, Regional Account Director\, Care Solutions Sales Distribution\, OneAmericaRegister now to add a practical qualified-asset strategy to your long-term care planning toolkit. \n\n \n \n \n\n \n Register Now!\n \n LinkedInThis field is for validation purposes and should be left unchanged.Name(Required)\n \n \n First\n \n \n \n \n Last\n \n \n \n Phone(Required)Email(Required)\n \n SMS Terms and Conditions\n \n By checking this box\, I consent to receive text messages related to insurance from Cavalier Insurance Marketing Services\, LLC. You can reply STOP to opt-out at any time. Message and data rates may apply. Message frequency may vary\, text HELP to 1-800-350-2019 for assistance. For more information\, please refer to our Terms and Conditions page (www.cavalierassociates.com/terms-of-use) on our website.\n CAPTCHA\n Reserve My Seat \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Δ URL:https://cavalierassociates.com/event/the-2025-ira-revolution-10/ CATEGORIES:Cavalier Associates Virtual Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT 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 EventWhen a client says\, “I can’t afford long-term care insurance\,” the conversation doesn’t have to end there. Retirement assets earmarked for “just in case” may open another path to funding protection. In fact\, the client is likely already thinking this way. All we have to do is show them the best way to use their just in case assets. Join Cavalier Associates and Jen Wagoner of OneAmerica Financial for a practical look at how qualified retirement assets may help fund long-term care insurance—and how to introduce that possibility in your next client conversation. You’ll explore: Funding strategies: Explore ways qualified retirement assets may be used to pay for long-term care insurance. Income tax considerations: Review how to account for and manage income taxes as part of the funding strategy. The client conversation: Learn how to move beyond “I can’t afford it” by discussing assets clients already have and the future care needs they want to address. Who Should Attend If you work with clients who are concerned about long-term care costs and have retirement assets set aside for future needs\, this session will help you explore another way to move the planning conversation forward. Featured Speakers David Kopaloff\, Brokerage/Marketing Specialist\, Cavalier AssociatesJen Wagoner\, Regional Account Director\, Care Solutions Sales Distribution\, OneAmericaRegister now to add a practical qualified-asset strategy to your long-term care planning toolkit. \n\n \n \n \n\n \n Register Now!\n \n NameThis field is for validation purposes and should be left unchanged.Name(Required)\n \n \n First\n \n \n \n \n Last\n \n \n \n Phone(Required)Email(Required)\n \n SMS Terms and Conditions\n \n By checking this box\, I consent to receive text messages related to insurance from Cavalier Insurance Marketing Services\, LLC. You can reply STOP to opt-out at any time. Message and data rates may apply. Message frequency may vary\, text HELP to 1-800-350-2019 for assistance. For more information\, please refer to our Terms and Conditions page (www.cavalierassociates.com/terms-of-use) on our website.\n CAPTCHA\n Reserve My Seat \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Δ URL:https://cavalierassociates.com/event/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 EventWhen a client says\, “I can’t afford long-term care insurance\,” the conversation doesn’t have to end there. Retirement assets earmarked for “just in case” may open another path to funding protection. In fact\, the client is likely already thinking this way. All we have to do is show them the best way to use their just in case assets. Join Cavalier Associates and Jen Wagoner of OneAmerica Financial for a practical look at how qualified retirement assets may help fund long-term care insurance—and how to introduce that possibility in your next client conversation. You’ll explore: Funding strategies: Explore ways qualified retirement assets may be used to pay for long-term care insurance. Income tax considerations: Review how to account for and manage income taxes as part of the funding strategy. The client conversation: Learn how to move beyond “I can’t afford it” by discussing assets clients already have and the future care needs they want to address. Who Should Attend If you work with clients who are concerned about long-term care costs and have retirement assets set aside for future needs\, this session will help you explore another way to move the planning conversation forward. Featured Speakers David Kopaloff\, Brokerage/Marketing Specialist\, Cavalier AssociatesJen Wagoner\, Regional Account Director\, Care Solutions Sales Distribution\, OneAmericaRegister now to add a practical qualified-asset strategy to your long-term care planning toolkit. \n\n \n \n \n\n \n Register Now!\n \n PhoneThis field is for validation purposes and should be left unchanged.Name(Required)\n \n \n First\n \n \n \n \n Last\n \n \n \n Phone(Required)Email(Required)\n \n SMS Terms and Conditions\n \n By checking this box\, I consent to receive text messages related to insurance from Cavalier Insurance Marketing Services\, LLC. You can reply STOP to opt-out at any time. Message and data rates may apply. Message frequency may vary\, text HELP to 1-800-350-2019 for assistance. For more information\, please refer to our Terms and Conditions page (www.cavalierassociates.com/terms-of-use) on our website.\n CAPTCHA\n Reserve My Seat \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Δ URL:https://cavalierassociates.com/event/the-2025-ira-revolution-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 EventWhen a client says\, “I can’t afford long-term care insurance\,” the conversation doesn’t have to end there. Retirement assets earmarked for “just in case” may open another path to funding protection. In fact\, the client is likely already thinking this way. All we have to do is show them the best way to use their just in case assets. Join Cavalier Associates and Jen Wagoner of OneAmerica Financial for a practical look at how qualified retirement assets may help fund long-term care insurance—and how to introduce that possibility in your next client conversation. You’ll explore: Funding strategies: Explore ways qualified retirement assets may be used to pay for long-term care insurance. Income tax considerations: Review how to account for and manage income taxes as part of the funding strategy. The client conversation: Learn how to move beyond “I can’t afford it” by discussing assets clients already have and the future care needs they want to address. Who Should Attend If you work with clients who are concerned about long-term care costs and have retirement assets set aside for future needs\, this session will help you explore another way to move the planning conversation forward. Featured Speakers David Kopaloff\, Brokerage/Marketing Specialist\, Cavalier AssociatesJen Wagoner\, Regional Account Director\, Care Solutions Sales Distribution\, OneAmericaRegister now to add a practical qualified-asset strategy to your long-term care planning toolkit. \n\n \n \n \n\n \n Register Now!\n \n LinkedInThis field is for validation purposes and should be left unchanged.Name(Required)\n \n \n First\n \n \n \n \n Last\n \n \n \n Phone(Required)Email(Required)\n \n SMS Terms and Conditions\n \n By checking this box\, I consent to receive text messages related to insurance from Cavalier Insurance Marketing Services\, LLC. You can reply STOP to opt-out at any time. Message and data rates may apply. Message frequency may vary\, text HELP to 1-800-350-2019 for assistance. For more information\, please refer to our Terms and Conditions page (www.cavalierassociates.com/terms-of-use) on our website.\n CAPTCHA\n Reserve My Seat \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Δ URL:https://cavalierassociates.com/event/the-2025-ira-revolution-7/ CATEGORIES:Cavalier Associates Virtual Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20250814T113000 DTEND;TZID=America/Los_Angeles:20250814T123000 DTSTAMP: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 EventWhen a client says\, “I can’t afford long-term care insurance\,” the conversation doesn’t have to end there. Retirement assets earmarked for “just in case” may open another path to funding protection. In fact\, the client is likely already thinking this way. All we have to do is show them the best way to use their just in case assets. Join Cavalier Associates and Jen Wagoner of OneAmerica Financial for a practical look at how qualified retirement assets may help fund long-term care insurance—and how to introduce that possibility in your next client conversation. You’ll explore: Funding strategies: Explore ways qualified retirement assets may be used to pay for long-term care insurance. Income tax considerations: Review how to account for and manage income taxes as part of the funding strategy. The client conversation: Learn how to move beyond “I can’t afford it” by discussing assets clients already have and the future care needs they want to address. Who Should Attend If you work with clients who are concerned about long-term care costs and have retirement assets set aside for future needs\, this session will help you explore another way to move the planning conversation forward. Featured Speakers David Kopaloff\, Brokerage/Marketing Specialist\, Cavalier AssociatesJen Wagoner\, Regional Account Director\, Care Solutions Sales Distribution\, OneAmericaRegister now to add a practical qualified-asset strategy to your long-term care planning toolkit. \n\n \n \n \n\n \n Register Now!\n \n InstagramThis field is for validation purposes and should be left unchanged.Name(Required)\n \n \n First\n \n \n \n \n Last\n \n \n \n Phone(Required)Email(Required)\n \n SMS Terms and Conditions\n \n By checking this box\, I consent to receive text messages related to insurance from Cavalier Insurance Marketing Services\, LLC. You can reply STOP to opt-out at any time. Message and data rates may apply. Message frequency may vary\, text HELP to 1-800-350-2019 for assistance. For more information\, please refer to our Terms and Conditions page (www.cavalierassociates.com/terms-of-use) on our website.\n CAPTCHA\n Reserve My Seat \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Δ URL:https://cavalierassociates.com/event/the-2025-ira-revolution-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 EventWhen a client says\, “I can’t afford long-term care insurance\,” the conversation doesn’t have to end there. Retirement assets earmarked for “just in case” may open another path to funding protection. In fact\, the client is likely already thinking this way. All we have to do is show them the best way to use their just in case assets. Join Cavalier Associates and Jen Wagoner of OneAmerica Financial for a practical look at how qualified retirement assets may help fund long-term care insurance—and how to introduce that possibility in your next client conversation. You’ll explore: Funding strategies: Explore ways qualified retirement assets may be used to pay for long-term care insurance. Income tax considerations: Review how to account for and manage income taxes as part of the funding strategy. The client conversation: Learn how to move beyond “I can’t afford it” by discussing assets clients already have and the future care needs they want to address. Who Should Attend If you work with clients who are concerned about long-term care costs and have retirement assets set aside for future needs\, this session will help you explore another way to move the planning conversation forward. Featured Speakers David Kopaloff\, Brokerage/Marketing Specialist\, Cavalier AssociatesJen Wagoner\, Regional Account Director\, Care Solutions Sales Distribution\, OneAmericaRegister now to add a practical qualified-asset strategy to your long-term care planning toolkit. \n\n \n \n \n\n \n Register Now!\n \n PhoneThis field is for validation purposes and should be left unchanged.Name(Required)\n \n \n First\n \n \n \n \n Last\n \n \n \n Phone(Required)Email(Required)\n \n SMS Terms and Conditions\n \n By checking this box\, I consent to receive text messages related to insurance from Cavalier Insurance Marketing Services\, LLC. You can reply STOP to opt-out at any time. Message and data rates may apply. Message frequency may vary\, text HELP to 1-800-350-2019 for assistance. For more information\, please refer to our Terms and Conditions page (www.cavalierassociates.com/terms-of-use) on our website.\n CAPTCHA\n Reserve My Seat \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Δ URL:https://cavalierassociates.com/event/the-2025-ira-revolution-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 EventWhen a client says\, “I can’t afford long-term care insurance\,” the conversation doesn’t have to end there. Retirement assets earmarked for “just in case” may open another path to funding protection. In fact\, the client is likely already thinking this way. All we have to do is show them the best way to use their just in case assets. Join Cavalier Associates and Jen Wagoner of OneAmerica Financial for a practical look at how qualified retirement assets may help fund long-term care insurance—and how to introduce that possibility in your next client conversation. You’ll explore: Funding strategies: Explore ways qualified retirement assets may be used to pay for long-term care insurance. Income tax considerations: Review how to account for and manage income taxes as part of the funding strategy. The client conversation: Learn how to move beyond “I can’t afford it” by discussing assets clients already have and the future care needs they want to address. Who Should Attend If you work with clients who are concerned about long-term care costs and have retirement assets set aside for future needs\, this session will help you explore another way to move the planning conversation forward. Featured Speakers David Kopaloff\, Brokerage/Marketing Specialist\, Cavalier AssociatesJen Wagoner\, Regional Account Director\, Care Solutions Sales Distribution\, OneAmericaRegister now to add a practical qualified-asset strategy to your long-term care planning toolkit. \n\n \n \n \n\n \n Register Now!\n \n InstagramThis field is for validation purposes and should be left unchanged.Name(Required)\n \n \n First\n \n \n \n \n Last\n \n \n \n Phone(Required)Email(Required)\n \n SMS Terms and Conditions\n \n By checking this box\, I consent to receive text messages related to insurance from Cavalier Insurance Marketing Services\, LLC. You can reply STOP to opt-out at any time. Message and data rates may apply. Message frequency may vary\, text HELP to 1-800-350-2019 for assistance. For more information\, please refer to our Terms and Conditions page (www.cavalierassociates.com/terms-of-use) on our website.\n CAPTCHA\n Reserve My Seat \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Δ URL:https://cavalierassociates.com/event/the-2025-ira-revolution-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 EventWhen a client says\, “I can’t afford long-term care insurance\,” the conversation doesn’t have to end there. Retirement assets earmarked for “just in case” may open another path to funding protection. In fact\, the client is likely already thinking this way. All we have to do is show them the best way to use their just in case assets. Join Cavalier Associates and Jen Wagoner of OneAmerica Financial for a practical look at how qualified retirement assets may help fund long-term care insurance—and how to introduce that possibility in your next client conversation. You’ll explore: Funding strategies: Explore ways qualified retirement assets may be used to pay for long-term care insurance. Income tax considerations: Review how to account for and manage income taxes as part of the funding strategy. The client conversation: Learn how to move beyond “I can’t afford it” by discussing assets clients already have and the future care needs they want to address. Who Should Attend If you work with clients who are concerned about long-term care costs and have retirement assets set aside for future needs\, this session will help you explore another way to move the planning conversation forward. Featured Speakers David Kopaloff\, Brokerage/Marketing Specialist\, Cavalier AssociatesJen Wagoner\, Regional Account Director\, Care Solutions Sales Distribution\, OneAmericaRegister now to add a practical qualified-asset strategy to your long-term care planning toolkit. \n\n \n \n \n\n \n Register Now!\n \n NameThis field is for validation purposes and should be left unchanged.Name(Required)\n \n \n First\n \n \n \n \n Last\n \n \n \n Phone(Required)Email(Required)\n \n SMS Terms and Conditions\n \n By checking this box\, I consent to receive text messages related to insurance from Cavalier Insurance Marketing Services\, LLC. You can reply STOP to opt-out at any time. Message and data rates may apply. Message frequency may vary\, text HELP to 1-800-350-2019 for assistance. For more information\, please refer to our Terms and Conditions page (www.cavalierassociates.com/terms-of-use) on our website.\n CAPTCHA\n Reserve My Seat \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Δ URL:https://cavalierassociates.com/event/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 EventWhen a client says\, “I can’t afford long-term care insurance\,” the conversation doesn’t have to end there. Retirement assets earmarked for “just in case” may open another path to funding protection. In fact\, the client is likely already thinking this way. All we have to do is show them the best way to use their just in case assets. Join Cavalier Associates and Jen Wagoner of OneAmerica Financial for a practical look at how qualified retirement assets may help fund long-term care insurance—and how to introduce that possibility in your next client conversation. You’ll explore: Funding strategies: Explore ways qualified retirement assets may be used to pay for long-term care insurance. Income tax considerations: Review how to account for and manage income taxes as part of the funding strategy. The client conversation: Learn how to move beyond “I can’t afford it” by discussing assets clients already have and the future care needs they want to address. Who Should Attend If you work with clients who are concerned about long-term care costs and have retirement assets set aside for future needs\, this session will help you explore another way to move the planning conversation forward. Featured Speakers David Kopaloff\, Brokerage/Marketing Specialist\, Cavalier AssociatesJen Wagoner\, Regional Account Director\, Care Solutions Sales Distribution\, OneAmericaRegister now to add a practical qualified-asset strategy to your long-term care planning toolkit. \n\n \n \n \n\n \n Register Now!\n \n URLThis field is for validation purposes and should be left unchanged.Name(Required)\n \n \n First\n \n \n \n \n Last\n \n \n \n Phone(Required)Email(Required)\n \n SMS Terms and Conditions\n \n By checking this box\, I consent to receive text messages related to insurance from Cavalier Insurance Marketing Services\, LLC. You can reply STOP to opt-out at any time. Message and data rates may apply. Message frequency may vary\, text HELP to 1-800-350-2019 for assistance. For more information\, please refer to our Terms and Conditions page (www.cavalierassociates.com/terms-of-use) on our website.\n CAPTCHA\n Reserve My Seat \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Δ URL:https://cavalierassociates.com/event/the-2025-ira-revolution-2/ CATEGORIES:Cavalier Associates Virtual Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20250814T113000 DTEND;TZID=America/Los_Angeles:20250814T123000 DTSTAMP: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 EventWhen a client says\, “I can’t afford long-term care insurance\,” the conversation doesn’t have to end there. Retirement assets earmarked for “just in case” may open another path to funding protection. In fact\, the client is likely already thinking this way. All we have to do is show them the best way to use their just in case assets. Join Cavalier Associates and Jen Wagoner of OneAmerica Financial for a practical look at how qualified retirement assets may help fund long-term care insurance—and how to introduce that possibility in your next client conversation. You’ll explore: Funding strategies: Explore ways qualified retirement assets may be used to pay for long-term care insurance. Income tax considerations: Review how to account for and manage income taxes as part of the funding strategy. The client conversation: Learn how to move beyond “I can’t afford it” by discussing assets clients already have and the future care needs they want to address. Who Should Attend If you work with clients who are concerned about long-term care costs and have retirement assets set aside for future needs\, this session will help you explore another way to move the planning conversation forward. Featured Speakers David Kopaloff\, Brokerage/Marketing Specialist\, Cavalier AssociatesJen Wagoner\, Regional Account Director\, Care Solutions Sales Distribution\, OneAmericaRegister now to add a practical qualified-asset strategy to your long-term care planning toolkit. \n\n \n \n \n\n \n Register Now!\n \n X/TwitterThis field is for validation purposes and should be left unchanged.Name(Required)\n \n \n First\n \n \n \n \n Last\n \n \n \n Phone(Required)Email(Required)\n \n SMS Terms and Conditions\n \n By checking this box\, I consent to receive text messages related to insurance from Cavalier Insurance Marketing Services\, LLC. You can reply STOP to opt-out at any time. Message and data rates may apply. Message frequency may vary\, text HELP to 1-800-350-2019 for assistance. For more information\, please refer to our Terms and Conditions page (www.cavalierassociates.com/terms-of-use) on our website.\n CAPTCHA\n Reserve My Seat \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Δ URL:https://cavalierassociates.com/event/the-2025-ira-revolution/ 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 EventWhen a client says\, “I can’t afford long-term care insurance\,” the conversation doesn’t have to end there. Retirement assets earmarked for “just in case” may open another path to funding protection. In fact\, the client is likely already thinking this way. All we have to do is show them the best way to use their just in case assets. Join Cavalier Associates and Jen Wagoner of OneAmerica Financial for a practical look at how qualified retirement assets may help fund long-term care insurance—and how to introduce that possibility in your next client conversation. You’ll explore: Funding strategies: Explore ways qualified retirement assets may be used to pay for long-term care insurance. Income tax considerations: Review how to account for and manage income taxes as part of the funding strategy. The client conversation: Learn how to move beyond “I can’t afford it” by discussing assets clients already have and the future care needs they want to address. Who Should Attend If you work with clients who are concerned about long-term care costs and have retirement assets set aside for future needs\, this session will help you explore another way to move the planning conversation forward. Featured Speakers David Kopaloff\, Brokerage/Marketing Specialist\, Cavalier AssociatesJen Wagoner\, Regional Account Director\, Care Solutions Sales Distribution\, OneAmericaRegister now to add a practical qualified-asset strategy to your long-term care planning toolkit. \n\n \n \n \n\n \n Register Now!\n \n EmailThis field is for validation purposes and should be left unchanged.Name(Required)\n \n \n First\n \n \n \n \n Last\n \n \n \n Phone(Required)Email(Required)\n \n SMS Terms and Conditions\n \n By checking this box\, I consent to receive text messages related to insurance from Cavalier Insurance Marketing Services\, LLC. You can reply STOP to opt-out at any time. Message and data rates may apply. Message frequency may vary\, text HELP to 1-800-350-2019 for assistance. For more information\, please refer to our Terms and Conditions page (www.cavalierassociates.com/terms-of-use) on our website.\n CAPTCHA\n Reserve My Seat \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Δ URL:https://cavalierassociates.com/event/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 EventWhen a client says\, “I can’t afford long-term care insurance\,” the conversation doesn’t have to end there. Retirement assets earmarked for “just in case” may open another path to funding protection. In fact\, the client is likely already thinking this way. All we have to do is show them the best way to use their just in case assets. Join Cavalier Associates and Jen Wagoner of OneAmerica Financial for a practical look at how qualified retirement assets may help fund long-term care insurance—and how to introduce that possibility in your next client conversation. You’ll explore: Funding strategies: Explore ways qualified retirement assets may be used to pay for long-term care insurance. Income tax considerations: Review how to account for and manage income taxes as part of the funding strategy. The client conversation: Learn how to move beyond “I can’t afford it” by discussing assets clients already have and the future care needs they want to address. Who Should Attend If you work with clients who are concerned about long-term care costs and have retirement assets set aside for future needs\, this session will help you explore another way to move the planning conversation forward. Featured Speakers David Kopaloff\, Brokerage/Marketing Specialist\, Cavalier AssociatesJen Wagoner\, Regional Account Director\, Care Solutions Sales Distribution\, OneAmericaRegister now to add a practical qualified-asset strategy to your long-term care planning toolkit. \n\n \n \n \n\n \n Register Now!\n \n FacebookThis field is for validation purposes and should be left unchanged.Name(Required)\n \n \n First\n \n \n \n \n Last\n \n \n \n Phone(Required)Email(Required)\n \n SMS Terms and Conditions\n \n By checking this box\, I consent to receive text messages related to insurance from Cavalier Insurance Marketing Services\, LLC. You can reply STOP to opt-out at any time. Message and data rates may apply. Message frequency may vary\, text HELP to 1-800-350-2019 for assistance. For more information\, please refer to our Terms and Conditions page (www.cavalierassociates.com/terms-of-use) on our website.\n CAPTCHA\n Reserve My Seat \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Δ URL:https://cavalierassociates.com/event/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 EventWhen a client says\, “I can’t afford long-term care insurance\,” the conversation doesn’t have to end there. Retirement assets earmarked for “just in case” may open another path to funding protection. In fact\, the client is likely already thinking this way. All we have to do is show them the best way to use their just in case assets. Join Cavalier Associates and Jen Wagoner of OneAmerica Financial for a practical look at how qualified retirement assets may help fund long-term care insurance—and how to introduce that possibility in your next client conversation. You’ll explore: Funding strategies: Explore ways qualified retirement assets may be used to pay for long-term care insurance. Income tax considerations: Review how to account for and manage income taxes as part of the funding strategy. The client conversation: Learn how to move beyond “I can’t afford it” by discussing assets clients already have and the future care needs they want to address. Who Should Attend If you work with clients who are concerned about long-term care costs and have retirement assets set aside for future needs\, this session will help you explore another way to move the planning conversation forward. Featured Speakers David Kopaloff\, Brokerage/Marketing Specialist\, Cavalier AssociatesJen Wagoner\, Regional Account Director\, Care Solutions Sales Distribution\, OneAmericaRegister now to add a practical qualified-asset strategy to your long-term care planning toolkit. \n\n \n \n \n\n \n Register Now!\n \n FacebookThis field is for validation purposes and should be left unchanged.Name(Required)\n \n \n First\n \n \n \n \n Last\n \n \n \n Phone(Required)Email(Required)\n \n SMS Terms and Conditions\n \n By checking this box\, I consent to receive text messages related to insurance from Cavalier Insurance Marketing Services\, LLC. You can reply STOP to opt-out at any time. Message and data rates may apply. Message frequency may vary\, text HELP to 1-800-350-2019 for assistance. For more information\, please refer to our Terms and Conditions page (www.cavalierassociates.com/terms-of-use) on our website.\n CAPTCHA\n Reserve My Seat \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Δ URL:https://cavalierassociates.com/event/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 EventWhen a client says\, “I can’t afford long-term care insurance\,” the conversation doesn’t have to end there. Retirement assets earmarked for “just in case” may open another path to funding protection. In fact\, the client is likely already thinking this way. All we have to do is show them the best way to use their just in case assets. Join Cavalier Associates and Jen Wagoner of OneAmerica Financial for a practical look at how qualified retirement assets may help fund long-term care insurance—and how to introduce that possibility in your next client conversation. You’ll explore: Funding strategies: Explore ways qualified retirement assets may be used to pay for long-term care insurance. Income tax considerations: Review how to account for and manage income taxes as part of the funding strategy. The client conversation: Learn how to move beyond “I can’t afford it” by discussing assets clients already have and the future care needs they want to address. Who Should Attend If you work with clients who are concerned about long-term care costs and have retirement assets set aside for future needs\, this session will help you explore another way to move the planning conversation forward. Featured Speakers David Kopaloff\, Brokerage/Marketing Specialist\, Cavalier AssociatesJen Wagoner\, Regional Account Director\, Care Solutions Sales Distribution\, OneAmericaRegister now to add a practical qualified-asset strategy to your long-term care planning toolkit. \n\n \n \n \n\n \n Register Now!\n \n NameThis field is for validation purposes and should be left unchanged.Name(Required)\n \n \n First\n \n \n \n \n Last\n \n \n \n Phone(Required)Email(Required)\n \n SMS Terms and Conditions\n \n By checking this box\, I consent to receive text messages related to insurance from Cavalier Insurance Marketing Services\, LLC. You can reply STOP to opt-out at any time. Message and data rates may apply. Message frequency may vary\, text HELP to 1-800-350-2019 for assistance. For more information\, please refer to our Terms and Conditions page (www.cavalierassociates.com/terms-of-use) on our website.\n CAPTCHA\n Reserve My Seat \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Δ URL:https://cavalierassociates.com/event/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 EventWhen a client says\, “I can’t afford long-term care insurance\,” the conversation doesn’t have to end there. Retirement assets earmarked for “just in case” may open another path to funding protection. In fact\, the client is likely already thinking this way. All we have to do is show them the best way to use their just in case assets. Join Cavalier Associates and Jen Wagoner of OneAmerica Financial for a practical look at how qualified retirement assets may help fund long-term care insurance—and how to introduce that possibility in your next client conversation. You’ll explore: Funding strategies: Explore ways qualified retirement assets may be used to pay for long-term care insurance. Income tax considerations: Review how to account for and manage income taxes as part of the funding strategy. The client conversation: Learn how to move beyond “I can’t afford it” by discussing assets clients already have and the future care needs they want to address. Who Should Attend If you work with clients who are concerned about long-term care costs and have retirement assets set aside for future needs\, this session will help you explore another way to move the planning conversation forward. Featured Speakers David Kopaloff\, Brokerage/Marketing Specialist\, Cavalier AssociatesJen Wagoner\, Regional Account Director\, Care Solutions Sales Distribution\, OneAmericaRegister now to add a practical qualified-asset strategy to your long-term care planning toolkit. \n\n \n \n \n\n \n Register Now!\n \n InstagramThis field is for validation purposes and should be left unchanged.Name(Required)\n \n \n First\n \n \n \n \n Last\n \n \n \n Phone(Required)Email(Required)\n \n SMS Terms and Conditions\n \n By checking this box\, I consent to receive text messages related to insurance from Cavalier Insurance Marketing Services\, LLC. You can reply STOP to opt-out at any time. Message and data rates may apply. Message frequency may vary\, text HELP to 1-800-350-2019 for assistance. For more information\, please refer to our Terms and Conditions page (www.cavalierassociates.com/terms-of-use) on our website.\n CAPTCHA\n Reserve My Seat \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Δ URL:https://cavalierassociates.com/event/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 EventWhen a client says\, “I can’t afford long-term care insurance\,” the conversation doesn’t have to end there. Retirement assets earmarked for “just in case” may open another path to funding protection. In fact\, the client is likely already thinking this way. All we have to do is show them the best way to use their just in case assets. Join Cavalier Associates and Jen Wagoner of OneAmerica Financial for a practical look at how qualified retirement assets may help fund long-term care insurance—and how to introduce that possibility in your next client conversation. You’ll explore: Funding strategies: Explore ways qualified retirement assets may be used to pay for long-term care insurance. Income tax considerations: Review how to account for and manage income taxes as part of the funding strategy. The client conversation: Learn how to move beyond “I can’t afford it” by discussing assets clients already have and the future care needs they want to address. Who Should Attend If you work with clients who are concerned about long-term care costs and have retirement assets set aside for future needs\, this session will help you explore another way to move the planning conversation forward. Featured Speakers David Kopaloff\, Brokerage/Marketing Specialist\, Cavalier AssociatesJen Wagoner\, Regional Account Director\, Care Solutions Sales Distribution\, OneAmericaRegister now to add a practical qualified-asset strategy to your long-term care planning toolkit. \n\n \n \n \n\n \n Register Now!\n \n URLThis field is for validation purposes and should be left unchanged.Name(Required)\n \n \n First\n \n \n \n \n Last\n \n \n \n Phone(Required)Email(Required)\n \n SMS Terms and Conditions\n \n By checking this box\, I consent to receive text messages related to insurance from Cavalier Insurance Marketing Services\, LLC. You can reply STOP to opt-out at any time. Message and data rates may apply. Message frequency may vary\, text HELP to 1-800-350-2019 for assistance. For more information\, please refer to our Terms and Conditions page (www.cavalierassociates.com/terms-of-use) on our website.\n CAPTCHA\n Reserve My Seat \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Δ URL:https://cavalierassociates.com/event/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 EventWhen a client says\, “I can’t afford long-term care insurance\,” the conversation doesn’t have to end there. Retirement assets earmarked for “just in case” may open another path to funding protection. In fact\, the client is likely already thinking this way. All we have to do is show them the best way to use their just in case assets. Join Cavalier Associates and Jen Wagoner of OneAmerica Financial for a practical look at how qualified retirement assets may help fund long-term care insurance—and how to introduce that possibility in your next client conversation. You’ll explore: Funding strategies: Explore ways qualified retirement assets may be used to pay for long-term care insurance. Income tax considerations: Review how to account for and manage income taxes as part of the funding strategy. The client conversation: Learn how to move beyond “I can’t afford it” by discussing assets clients already have and the future care needs they want to address. Who Should Attend If you work with clients who are concerned about long-term care costs and have retirement assets set aside for future needs\, this session will help you explore another way to move the planning conversation forward. Featured Speakers David Kopaloff\, Brokerage/Marketing Specialist\, Cavalier AssociatesJen Wagoner\, Regional Account Director\, Care Solutions Sales Distribution\, OneAmericaRegister now to add a practical qualified-asset strategy to your long-term care planning toolkit. \n\n \n \n \n\n \n Register Now!\n \n PhoneThis field is for validation purposes and should be left unchanged.Name(Required)\n \n \n First\n \n \n \n \n Last\n \n \n \n Phone(Required)Email(Required)\n \n SMS Terms and Conditions\n \n By checking this box\, I consent to receive text messages related to insurance from Cavalier Insurance Marketing Services\, LLC. You can reply STOP to opt-out at any time. Message and data rates may apply. Message frequency may vary\, text HELP to 1-800-350-2019 for assistance. For more information\, please refer to our Terms and Conditions page (www.cavalierassociates.com/terms-of-use) on our website.\n CAPTCHA\n Reserve My Seat \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Δ URL:https://cavalierassociates.com/event/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 EventWhen a client says\, “I can’t afford long-term care insurance\,” the conversation doesn’t have to end there. Retirement assets earmarked for “just in case” may open another path to funding protection. In fact\, the client is likely already thinking this way. All we have to do is show them the best way to use their just in case assets. Join Cavalier Associates and Jen Wagoner of OneAmerica Financial for a practical look at how qualified retirement assets may help fund long-term care insurance—and how to introduce that possibility in your next client conversation. You’ll explore: Funding strategies: Explore ways qualified retirement assets may be used to pay for long-term care insurance. Income tax considerations: Review how to account for and manage income taxes as part of the funding strategy. The client conversation: Learn how to move beyond “I can’t afford it” by discussing assets clients already have and the future care needs they want to address. Who Should Attend If you work with clients who are concerned about long-term care costs and have retirement assets set aside for future needs\, this session will help you explore another way to move the planning conversation forward. Featured Speakers David Kopaloff\, Brokerage/Marketing Specialist\, Cavalier AssociatesJen Wagoner\, Regional Account Director\, Care Solutions Sales Distribution\, OneAmericaRegister now to add a practical qualified-asset strategy to your long-term care planning toolkit. \n\n \n \n \n\n \n Register Now!\n \n X/TwitterThis field is for validation purposes and should be left unchanged.Name(Required)\n \n \n First\n \n \n \n \n Last\n \n \n \n Phone(Required)Email(Required)\n \n SMS Terms and Conditions\n \n By checking this box\, I consent to receive text messages related to insurance from Cavalier Insurance Marketing Services\, LLC. You can reply STOP to opt-out at any time. Message and data rates may apply. Message frequency may vary\, text HELP to 1-800-350-2019 for assistance. For more information\, please refer to our Terms and Conditions page (www.cavalierassociates.com/terms-of-use) on our website.\n CAPTCHA\n Reserve My Seat \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Δ URL:https://cavalierassociates.com/event/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 EventWhen a client says\, “I can’t afford long-term care insurance\,” the conversation doesn’t have to end there. Retirement assets earmarked for “just in case” may open another path to funding protection. In fact\, the client is likely already thinking this way. All we have to do is show them the best way to use their just in case assets. Join Cavalier Associates and Jen Wagoner of OneAmerica Financial for a practical look at how qualified retirement assets may help fund long-term care insurance—and how to introduce that possibility in your next client conversation. You’ll explore: Funding strategies: Explore ways qualified retirement assets may be used to pay for long-term care insurance. Income tax considerations: Review how to account for and manage income taxes as part of the funding strategy. The client conversation: Learn how to move beyond “I can’t afford it” by discussing assets clients already have and the future care needs they want to address. Who Should Attend If you work with clients who are concerned about long-term care costs and have retirement assets set aside for future needs\, this session will help you explore another way to move the planning conversation forward. Featured Speakers David Kopaloff\, Brokerage/Marketing Specialist\, Cavalier AssociatesJen Wagoner\, Regional Account Director\, Care Solutions Sales Distribution\, OneAmericaRegister now to add a practical qualified-asset strategy to your long-term care planning toolkit. \n\n \n \n \n\n \n Register Now!\n \n InstagramThis field is for validation purposes and should be left unchanged.Name(Required)\n \n \n First\n \n \n \n \n Last\n \n \n \n Phone(Required)Email(Required)\n \n SMS Terms and Conditions\n \n By checking this box\, I consent to receive text messages related to insurance from Cavalier Insurance Marketing Services\, LLC. You can reply STOP to opt-out at any time. Message and data rates may apply. Message frequency may vary\, text HELP to 1-800-350-2019 for assistance. For more information\, please refer to our Terms and Conditions page (www.cavalierassociates.com/terms-of-use) on our website.\n CAPTCHA\n Reserve My Seat \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Δ URL:https://cavalierassociates.com/event/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 EventWhen a client says\, “I can’t afford long-term care insurance\,” the conversation doesn’t have to end there. Retirement assets earmarked for “just in case” may open another path to funding protection. In fact\, the client is likely already thinking this way. All we have to do is show them the best way to use their just in case assets. Join Cavalier Associates and Jen Wagoner of OneAmerica Financial for a practical look at how qualified retirement assets may help fund long-term care insurance—and how to introduce that possibility in your next client conversation. You’ll explore: Funding strategies: Explore ways qualified retirement assets may be used to pay for long-term care insurance. Income tax considerations: Review how to account for and manage income taxes as part of the funding strategy. The client conversation: Learn how to move beyond “I can’t afford it” by discussing assets clients already have and the future care needs they want to address. Who Should Attend If you work with clients who are concerned about long-term care costs and have retirement assets set aside for future needs\, this session will help you explore another way to move the planning conversation forward. Featured Speakers David Kopaloff\, Brokerage/Marketing Specialist\, Cavalier AssociatesJen Wagoner\, Regional Account Director\, Care Solutions Sales Distribution\, OneAmericaRegister now to add a practical qualified-asset strategy to your long-term care planning toolkit. \n\n \n \n \n\n \n Register Now!\n \n LinkedInThis field is for validation purposes and should be left unchanged.Name(Required)\n \n \n First\n \n \n \n \n Last\n \n \n \n Phone(Required)Email(Required)\n \n SMS Terms and Conditions\n \n By checking this box\, I consent to receive text messages related to insurance from Cavalier Insurance Marketing Services\, LLC. You can reply STOP to opt-out at any time. Message and data rates may apply. Message frequency may vary\, text HELP to 1-800-350-2019 for assistance. For more information\, please refer to our Terms and Conditions page (www.cavalierassociates.com/terms-of-use) on our website.\n CAPTCHA\n Reserve My Seat \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Δ URL:https://cavalierassociates.com/event/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 EventWhen a client says\, “I can’t afford long-term care insurance\,” the conversation doesn’t have to end there. Retirement assets earmarked for “just in case” may open another path to funding protection. In fact\, the client is likely already thinking this way. All we have to do is show them the best way to use their just in case assets. Join Cavalier Associates and Jen Wagoner of OneAmerica Financial for a practical look at how qualified retirement assets may help fund long-term care insurance—and how to introduce that possibility in your next client conversation. You’ll explore: Funding strategies: Explore ways qualified retirement assets may be used to pay for long-term care insurance. Income tax considerations: Review how to account for and manage income taxes as part of the funding strategy. The client conversation: Learn how to move beyond “I can’t afford it” by discussing assets clients already have and the future care needs they want to address. Who Should Attend If you work with clients who are concerned about long-term care costs and have retirement assets set aside for future needs\, this session will help you explore another way to move the planning conversation forward. Featured Speakers David Kopaloff\, Brokerage/Marketing Specialist\, Cavalier AssociatesJen Wagoner\, Regional Account Director\, Care Solutions Sales Distribution\, OneAmericaRegister now to add a practical qualified-asset strategy to your long-term care planning toolkit. \n\n \n \n \n\n \n Register Now!\n \n InstagramThis field is for validation purposes and should be left unchanged.Name(Required)\n \n \n First\n \n \n \n \n Last\n \n \n \n Phone(Required)Email(Required)\n \n SMS Terms and Conditions\n \n By checking this box\, I consent to receive text messages related to insurance from Cavalier Insurance Marketing Services\, LLC. You can reply STOP to opt-out at any time. Message and data rates may apply. Message frequency may vary\, text HELP to 1-800-350-2019 for assistance. For more information\, please refer to our Terms and Conditions page (www.cavalierassociates.com/terms-of-use) on our website.\n CAPTCHA\n Reserve My Seat \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Δ URL:https://cavalierassociates.com/event/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 EventWhen a client says\, “I can’t afford long-term care insurance\,” the conversation doesn’t have to end there. Retirement assets earmarked for “just in case” may open another path to funding protection. In fact\, the client is likely already thinking this way. All we have to do is show them the best way to use their just in case assets. Join Cavalier Associates and Jen Wagoner of OneAmerica Financial for a practical look at how qualified retirement assets may help fund long-term care insurance—and how to introduce that possibility in your next client conversation. You’ll explore: Funding strategies: Explore ways qualified retirement assets may be used to pay for long-term care insurance. Income tax considerations: Review how to account for and manage income taxes as part of the funding strategy. The client conversation: Learn how to move beyond “I can’t afford it” by discussing assets clients already have and the future care needs they want to address. Who Should Attend If you work with clients who are concerned about long-term care costs and have retirement assets set aside for future needs\, this session will help you explore another way to move the planning conversation forward. Featured Speakers David Kopaloff\, Brokerage/Marketing Specialist\, Cavalier AssociatesJen Wagoner\, Regional Account Director\, Care Solutions Sales Distribution\, OneAmericaRegister now to add a practical qualified-asset strategy to your long-term care planning toolkit. \n\n \n \n \n\n \n Register Now!\n \n URLThis field is for validation purposes and should be left unchanged.Name(Required)\n \n \n First\n \n \n \n \n Last\n \n \n \n Phone(Required)Email(Required)\n \n SMS Terms and Conditions\n \n By checking this box\, I consent to receive text messages related to insurance from Cavalier Insurance Marketing Services\, LLC. You can reply STOP to opt-out at any time. Message and data rates may apply. Message frequency may vary\, text HELP to 1-800-350-2019 for assistance. For more information\, please refer to our Terms and Conditions page (www.cavalierassociates.com/terms-of-use) on our website.\n CAPTCHA\n Reserve My Seat \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Δ URL:https://cavalierassociates.com/event/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 EventWhen a client says\, “I can’t afford long-term care insurance\,” the conversation doesn’t have to end there. Retirement assets earmarked for “just in case” may open another path to funding protection. In fact\, the client is likely already thinking this way. All we have to do is show them the best way to use their just in case assets. Join Cavalier Associates and Jen Wagoner of OneAmerica Financial for a practical look at how qualified retirement assets may help fund long-term care insurance—and how to introduce that possibility in your next client conversation. You’ll explore: Funding strategies: Explore ways qualified retirement assets may be used to pay for long-term care insurance. Income tax considerations: Review how to account for and manage income taxes as part of the funding strategy. The client conversation: Learn how to move beyond “I can’t afford it” by discussing assets clients already have and the future care needs they want to address. Who Should Attend If you work with clients who are concerned about long-term care costs and have retirement assets set aside for future needs\, this session will help you explore another way to move the planning conversation forward. Featured Speakers David Kopaloff\, Brokerage/Marketing Specialist\, Cavalier AssociatesJen Wagoner\, Regional Account Director\, Care Solutions Sales Distribution\, OneAmericaRegister now to add a practical qualified-asset strategy to your long-term care planning toolkit. \n\n \n \n \n\n \n Register Now!\n \n CompanyThis field is for validation purposes and should be left unchanged.Name(Required)\n \n \n First\n \n \n \n \n Last\n \n \n \n Phone(Required)Email(Required)\n \n SMS Terms and Conditions\n \n By checking this box\, I consent to receive text messages related to insurance from Cavalier Insurance Marketing Services\, LLC. You can reply STOP to opt-out at any time. Message and data rates may apply. Message frequency may vary\, text HELP to 1-800-350-2019 for assistance. For more information\, please refer to our Terms and Conditions page (www.cavalierassociates.com/terms-of-use) on our website.\n CAPTCHA\n Reserve My Seat \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Δ URL:https://cavalierassociates.com/event/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 EventWhen a client says\, “I can’t afford long-term care insurance\,” the conversation doesn’t have to end there. Retirement assets earmarked for “just in case” may open another path to funding protection. In fact\, the client is likely already thinking this way. All we have to do is show them the best way to use their just in case assets. Join Cavalier Associates and Jen Wagoner of OneAmerica Financial for a practical look at how qualified retirement assets may help fund long-term care insurance—and how to introduce that possibility in your next client conversation. You’ll explore: Funding strategies: Explore ways qualified retirement assets may be used to pay for long-term care insurance. Income tax considerations: Review how to account for and manage income taxes as part of the funding strategy. The client conversation: Learn how to move beyond “I can’t afford it” by discussing assets clients already have and the future care needs they want to address. Who Should Attend If you work with clients who are concerned about long-term care costs and have retirement assets set aside for future needs\, this session will help you explore another way to move the planning conversation forward. Featured Speakers David Kopaloff\, Brokerage/Marketing Specialist\, Cavalier AssociatesJen Wagoner\, Regional Account Director\, Care Solutions Sales Distribution\, OneAmericaRegister now to add a practical qualified-asset strategy to your long-term care planning toolkit. \n\n \n \n \n\n \n Register Now!\n \n CompanyThis field is for validation purposes and should be left unchanged.Name(Required)\n \n \n First\n \n \n \n \n Last\n \n \n \n Phone(Required)Email(Required)\n \n SMS Terms and Conditions\n \n By checking this box\, I consent to receive text messages related to insurance from Cavalier Insurance Marketing Services\, LLC. You can reply STOP to opt-out at any time. Message and data rates may apply. Message frequency may vary\, text HELP to 1-800-350-2019 for assistance. For more information\, please refer to our Terms and Conditions page (www.cavalierassociates.com/terms-of-use) on our website.\n CAPTCHA\n Reserve My Seat \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Δ URL:https://cavalierassociates.com/event/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 EventWhen a client says\, “I can’t afford long-term care insurance\,” the conversation doesn’t have to end there. Retirement assets earmarked for “just in case” may open another path to funding protection. In fact\, the client is likely already thinking this way. All we have to do is show them the best way to use their just in case assets. Join Cavalier Associates and Jen Wagoner of OneAmerica Financial for a practical look at how qualified retirement assets may help fund long-term care insurance—and how to introduce that possibility in your next client conversation. You’ll explore: Funding strategies: Explore ways qualified retirement assets may be used to pay for long-term care insurance. Income tax considerations: Review how to account for and manage income taxes as part of the funding strategy. The client conversation: Learn how to move beyond “I can’t afford it” by discussing assets clients already have and the future care needs they want to address. Who Should Attend If you work with clients who are concerned about long-term care costs and have retirement assets set aside for future needs\, this session will help you explore another way to move the planning conversation forward. Featured Speakers David Kopaloff\, Brokerage/Marketing Specialist\, Cavalier AssociatesJen Wagoner\, Regional Account Director\, Care Solutions Sales Distribution\, OneAmericaRegister now to add a practical qualified-asset strategy to your long-term care planning toolkit. \n\n \n \n \n\n \n Register Now!\n \n X/TwitterThis field is for validation purposes and should be left unchanged.Name(Required)\n \n \n First\n \n \n \n \n Last\n \n \n \n Phone(Required)Email(Required)\n \n SMS Terms and Conditions\n \n By checking this box\, I consent to receive text messages related to insurance from Cavalier Insurance Marketing Services\, LLC. You can reply STOP to opt-out at any time. Message and data rates may apply. Message frequency may vary\, text HELP to 1-800-350-2019 for assistance. For more information\, please refer to our Terms and Conditions page (www.cavalierassociates.com/terms-of-use) on our website.\n CAPTCHA\n Reserve My Seat \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Δ URL:https://cavalierassociates.com/event/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 EventWhen a client says\, “I can’t afford long-term care insurance\,” the conversation doesn’t have to end there. Retirement assets earmarked for “just in case” may open another path to funding protection. In fact\, the client is likely already thinking this way. All we have to do is show them the best way to use their just in case assets. Join Cavalier Associates and Jen Wagoner of OneAmerica Financial for a practical look at how qualified retirement assets may help fund long-term care insurance—and how to introduce that possibility in your next client conversation. You’ll explore: Funding strategies: Explore ways qualified retirement assets may be used to pay for long-term care insurance. Income tax considerations: Review how to account for and manage income taxes as part of the funding strategy. The client conversation: Learn how to move beyond “I can’t afford it” by discussing assets clients already have and the future care needs they want to address. Who Should Attend If you work with clients who are concerned about long-term care costs and have retirement assets set aside for future needs\, this session will help you explore another way to move the planning conversation forward. Featured Speakers David Kopaloff\, Brokerage/Marketing Specialist\, Cavalier AssociatesJen Wagoner\, Regional Account Director\, Care Solutions Sales Distribution\, OneAmericaRegister now to add a practical qualified-asset strategy to your long-term care planning toolkit. \n\n \n \n \n\n \n Register Now!\n \n NameThis field is for validation purposes and should be left unchanged.Name(Required)\n \n \n First\n \n \n \n \n Last\n \n \n \n Phone(Required)Email(Required)\n \n SMS Terms and Conditions\n \n By checking this box\, I consent to receive text messages related to insurance from Cavalier Insurance Marketing Services\, LLC. You can reply STOP to opt-out at any time. Message and data rates may apply. Message frequency may vary\, text HELP to 1-800-350-2019 for assistance. For more information\, please refer to our Terms and Conditions page (www.cavalierassociates.com/terms-of-use) on our website.\n CAPTCHA\n Reserve My Seat \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Δ URL:https://cavalierassociates.com/event/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 EventWhen a client says\, “I can’t afford long-term care insurance\,” the conversation doesn’t have to end there. Retirement assets earmarked for “just in case” may open another path to funding protection. In fact\, the client is likely already thinking this way. All we have to do is show them the best way to use their just in case assets. Join Cavalier Associates and Jen Wagoner of OneAmerica Financial for a practical look at how qualified retirement assets may help fund long-term care insurance—and how to introduce that possibility in your next client conversation. You’ll explore: Funding strategies: Explore ways qualified retirement assets may be used to pay for long-term care insurance. Income tax considerations: Review how to account for and manage income taxes as part of the funding strategy. The client conversation: Learn how to move beyond “I can’t afford it” by discussing assets clients already have and the future care needs they want to address. Who Should Attend If you work with clients who are concerned about long-term care costs and have retirement assets set aside for future needs\, this session will help you explore another way to move the planning conversation forward. Featured Speakers David Kopaloff\, Brokerage/Marketing Specialist\, Cavalier AssociatesJen Wagoner\, Regional Account Director\, Care Solutions Sales Distribution\, OneAmericaRegister now to add a practical qualified-asset strategy to your long-term care planning toolkit. \n\n \n \n \n\n \n Register Now!\n \n X/TwitterThis field is for validation purposes and should be left unchanged.Name(Required)\n \n \n First\n \n \n \n \n Last\n \n \n \n Phone(Required)Email(Required)\n \n SMS Terms and Conditions\n \n By checking this box\, I consent to receive text messages related to insurance from Cavalier Insurance Marketing Services\, LLC. You can reply STOP to opt-out at any time. Message and data rates may apply. Message frequency may vary\, text HELP to 1-800-350-2019 for assistance. For more information\, please refer to our Terms and Conditions page (www.cavalierassociates.com/terms-of-use) on our website.\n CAPTCHA\n Reserve My Seat \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Δ URL:https://cavalierassociates.com/event/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 EventWhen a client says\, “I can’t afford long-term care insurance\,” the conversation doesn’t have to end there. Retirement assets earmarked for “just in case” may open another path to funding protection. In fact\, the client is likely already thinking this way. All we have to do is show them the best way to use their just in case assets. Join Cavalier Associates and Jen Wagoner of OneAmerica Financial for a practical look at how qualified retirement assets may help fund long-term care insurance—and how to introduce that possibility in your next client conversation. You’ll explore: Funding strategies: Explore ways qualified retirement assets may be used to pay for long-term care insurance. Income tax considerations: Review how to account for and manage income taxes as part of the funding strategy. The client conversation: Learn how to move beyond “I can’t afford it” by discussing assets clients already have and the future care needs they want to address. Who Should Attend If you work with clients who are concerned about long-term care costs and have retirement assets set aside for future needs\, this session will help you explore another way to move the planning conversation forward. Featured Speakers David Kopaloff\, Brokerage/Marketing Specialist\, Cavalier AssociatesJen Wagoner\, Regional Account Director\, Care Solutions Sales Distribution\, OneAmericaRegister now to add a practical qualified-asset strategy to your long-term care planning toolkit. \n\n \n \n \n\n \n Register Now!\n \n PhoneThis field is for validation purposes and should be left unchanged.Name(Required)\n \n \n First\n \n \n \n \n Last\n \n \n \n Phone(Required)Email(Required)\n \n SMS Terms and Conditions\n \n By checking this box\, I consent to receive text messages related to insurance from Cavalier Insurance Marketing Services\, LLC. You can reply STOP to opt-out at any time. Message and data rates may apply. Message frequency may vary\, text HELP to 1-800-350-2019 for assistance. For more information\, please refer to our Terms and Conditions page (www.cavalierassociates.com/terms-of-use) on our website.\n CAPTCHA\n Reserve My Seat \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Δ URL:https://cavalierassociates.com/event/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