BEGIN:VCALENDAR VERSION:2.0 PRODID:-//Cavalier Associates - ECPv6.17.1//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:20250309T100000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0700 TZOFFSETTO:-0800 TZNAME:PST DTSTART:20251102T090000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0800 TZOFFSETTO:-0700 TZNAME:PDT DTSTART:20260308T100000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0700 TZOFFSETTO:-0800 TZNAME:PST DTSTART:20261101T090000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0800 TZOFFSETTO:-0700 TZNAME:PDT DTSTART:20270314T100000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0700 TZOFFSETTO:-0800 TZNAME:PST DTSTART:20271107T090000 END:STANDARD END:VTIMEZONE BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20260820T173000 DTEND;TZID=America/Los_Angeles:20260820T193000 DTSTAMP:20260729T200834Z CREATED:20260729T200834Z LAST-MODIFIED:20260729T200834Z UID:31641-1787247000-1787254200@cavalierassociates.com SUMMARY:Happy Hour & Networking: The Changing LTC Conversation DESCRIPTION:About the EventLong-term care can create three connected burdens for clients and their families: economic\, administrative and emotional. Advisors who can help clients understand the full impact—and identify assets that may be positioned for the need—can turn a difficult topic into a more productive planning conversation. Join David Beas of Cavalier Associates and Jen Wagoner of OneAmerica for a practical virtual session built around the Three Burdens framework. You’ll explore how IRA and other qualified assets may be repositioned through OneAmerica Annuity Care\, where available and appropriate\, to help clients prepare for long-term care using assets they already own. What You’ll Learn Use the Three Burdens framework to open more relevant and meaningful long-term care conversations. Identify retirement-stage clients whose IRA or other qualified assets may warrant review as part of an LTC funding strategy. Explore how maturing non-qualified annuities can be leveraged to provide tax-free long-term care. Review the product’s underwriting and issue process\, along with the role of the Care Benefit Concierge. Walk away with a practical\, client-ready strategy you can begin using immediately to help clients address long-term care needs while making the most of existing qualified assets. Featured Speakers David Beas\, Life Marketing Consultant\, Cavalier AssociatesJen Wagoner\, Regional Account Director\, Care Solutions Sales Distribution\, OneAmericaRegister now to add a practical qualified-asset strategy to your long-term care planning toolkit. \n\n \n \n \n\n \n Register Now!\n\n \n CommentsThis field is for validation purposes and should be left unchanged.Name(Required)\n \n \n First\n \n \n \n \n Last\n \n \n \n Phone(Required)Email(Required)\n \n SMS Terms and Conditions\n \n By checking this box\, I consent to receive text messages related to insurance from Cavalier Insurance Marketing Services\, LLC. You can reply STOP to opt-out at any time. Message and data rates may apply. Message frequency may vary\, text HELP to 1-800-350-2019 for assistance. For more information\, please refer to our Terms and Conditions page (www.cavalierassociates.com/terms-of-use) on our website.\n CAPTCHA\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Δ URL:https://cavalierassociates.com/event/happy-hour-networking-the-changing-ltc-conversation/ LOCATION:On the Thirty\, Sherman Oaks\, 14622 Ventura Blvd #112\, Sherman Oaks\, 91403\, 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:20260825T120000 DTEND;TZID=America/Los_Angeles:20260825T133000 DTSTAMP:20260723T145912Z CREATED:20260722T184346Z LAST-MODIFIED:20260723T145912Z UID:31595-1787659200-1787664600@cavalierassociates.com SUMMARY:Most IULs Offer Potential - Secure Horizon Offers Guarantees DESCRIPTION:About the EventLong-term care can create three connected burdens for clients and their families: economic\, administrative and emotional. Advisors who can help clients understand the full impact—and identify assets that may be positioned for the need—can turn a difficult topic into a more productive planning conversation. Join David Beas of Cavalier Associates and Jen Wagoner of OneAmerica for a practical virtual session built around the Three Burdens framework. You’ll explore how IRA and other qualified assets may be repositioned through OneAmerica Annuity Care\, where available and appropriate\, to help clients prepare for long-term care using assets they already own. What You’ll Learn Use the Three Burdens framework to open more relevant and meaningful long-term care conversations. Identify retirement-stage clients whose IRA or other qualified assets may warrant review as part of an LTC funding strategy. Explore how maturing non-qualified annuities can be leveraged to provide tax-free long-term care. Review the product’s underwriting and issue process\, along with the role of the Care Benefit Concierge. Walk away with a practical\, client-ready strategy you can begin using immediately to help clients address long-term care needs while making the most of existing qualified assets. Featured Speakers David Beas\, Life Marketing Consultant\, Cavalier AssociatesJen Wagoner\, Regional Account Director\, Care Solutions Sales Distribution\, OneAmericaRegister now to add a practical qualified-asset strategy to your long-term care planning toolkit. \n\n \n \n \n\n \n Register Now!\n \n FacebookThis field is for validation purposes and should be left unchanged.Name(Required)\n \n \n First\n \n \n \n \n Last\n \n \n \n Phone(Required)Email(Required)\n \n SMS Terms and Conditions\n \n By checking this box\, I consent to receive text messages related to insurance from Cavalier Insurance Marketing Services\, LLC. You can reply STOP to opt-out at any time. Message and data rates may apply. Message frequency may vary\, text HELP to 1-800-350-2019 for assistance. For more information\, please refer to our Terms and Conditions page (www.cavalierassociates.com/terms-of-use) on our website.\n CAPTCHA\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Δ URL:https://cavalierassociates.com/event/most-iuls-offer-potential-secure-horizon-offers-guarantees-cm/ LOCATION:Calo Kitchen & Tequila\, Costa Mesa\, 3333 Bristol St.\, Suite 1876\, Costa Mesa\, CA\, 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:20260826T110000 DTEND;TZID=America/Los_Angeles:20260826T120000 DTSTAMP:20260805T214449Z CREATED:20260805T214449Z LAST-MODIFIED:20260805T214449Z UID:31739-1787742000-1787745600@cavalierassociates.com SUMMARY:The Three Burdens of Long-Term Care—and a Rollover Strategy Most Advisors Miss DESCRIPTION:About the EventLong-term care can create three connected burdens for clients and their families: economic\, administrative and emotional. Advisors who can help clients understand the full impact—and identify assets that may be positioned for the need—can turn a difficult topic into a more productive planning conversation. Join David Beas of Cavalier Associates and Jen Wagoner of OneAmerica for a practical virtual session built around the Three Burdens framework. You’ll explore how IRA and other qualified assets may be repositioned through OneAmerica Annuity Care\, where available and appropriate\, to help clients prepare for long-term care using assets they already own. What You’ll Learn Use the Three Burdens framework to open more relevant and meaningful long-term care conversations. Identify retirement-stage clients whose IRA or other qualified assets may warrant review as part of an LTC funding strategy. Explore how maturing non-qualified annuities can be leveraged to provide tax-free long-term care. Review the product’s underwriting and issue process\, along with the role of the Care Benefit Concierge. Walk away with a practical\, client-ready strategy you can begin using immediately to help clients address long-term care needs while making the most of existing qualified assets. Featured Speakers David Beas\, Life Marketing Consultant\, Cavalier AssociatesJen Wagoner\, Regional Account Director\, Care Solutions Sales Distribution\, OneAmericaRegister now to add a practical qualified-asset strategy to your long-term care planning toolkit. \n\n \n \n \n\n \n Register Now!\n \n CompanyThis field is for validation purposes and should be left unchanged.Name(Required)\n \n \n First\n \n \n \n \n Last\n \n \n \n Phone(Required)Email(Required)\n \n SMS Terms and Conditions\n \n By checking this box\, I consent to receive text messages related to insurance from Cavalier Insurance Marketing Services\, LLC. You can reply STOP to opt-out at any time. Message and data rates may apply. Message frequency may vary\, text HELP to 1-800-350-2019 for assistance. For more information\, please refer to our Terms and Conditions page (www.cavalierassociates.com/terms-of-use) on our website.\n CAPTCHA\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Δ URL:https://cavalierassociates.com/event/the-three-burdens-of-long-term-care-and-a-rollover-strategy-most-advisors-miss/ LOCATION:Virtual Event CATEGORIES:Cavalier Associates Virtual Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20260827T100000 DTEND;TZID=America/Los_Angeles:20260827T103000 DTSTAMP:20260731T172253Z CREATED:20260603T194952Z LAST-MODIFIED:20260731T172253Z UID:31414-1787824800-1787826600@cavalierassociates.com SUMMARY:Underwriting Uncovered - Financial Underwriting Explained: Income vs. Net Worth vs. Coverage Amounts DESCRIPTION:About the EventLong-term care can create three connected burdens for clients and their families: economic\, administrative and emotional. Advisors who can help clients understand the full impact—and identify assets that may be positioned for the need—can turn a difficult topic into a more productive planning conversation. Join David Beas of Cavalier Associates and Jen Wagoner of OneAmerica for a practical virtual session built around the Three Burdens framework. You’ll explore how IRA and other qualified assets may be repositioned through OneAmerica Annuity Care\, where available and appropriate\, to help clients prepare for long-term care using assets they already own. What You’ll Learn Use the Three Burdens framework to open more relevant and meaningful long-term care conversations. Identify retirement-stage clients whose IRA or other qualified assets may warrant review as part of an LTC funding strategy. Explore how maturing non-qualified annuities can be leveraged to provide tax-free long-term care. Review the product’s underwriting and issue process\, along with the role of the Care Benefit Concierge. Walk away with a practical\, client-ready strategy you can begin using immediately to help clients address long-term care needs while making the most of existing qualified assets. Featured Speakers David Beas\, Life Marketing Consultant\, Cavalier AssociatesJen Wagoner\, Regional Account Director\, Care Solutions Sales Distribution\, OneAmericaRegister now to add a practical qualified-asset strategy to your long-term care planning toolkit. \n\n \n \n \n\n \n Register Now!\n \n X/TwitterThis field is for validation purposes and should be left unchanged.Name(Required)\n \n \n First\n \n \n \n \n Last\n \n \n \n Phone(Required)Email(Required)\n \n SMS Terms and Conditions\n \n By checking this box\, I consent to receive text messages related to insurance from Cavalier Insurance Marketing Services\, LLC. You can reply STOP to opt-out at any time. Message and data rates may apply. Message frequency may vary\, text HELP to 1-800-350-2019 for assistance. For more information\, please refer to our Terms and Conditions page (www.cavalierassociates.com/terms-of-use) on our website.\n CAPTCHA\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Δ URL:https://cavalierassociates.com/event/financial-underwriting-explained-income-vs-net-worth-vs-coverage-amounts/ LOCATION:Virtual Event CATEGORIES:Cavalier Associates Virtual Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20260910T110000 DTEND;TZID=America/Los_Angeles:20260910T113000 DTSTAMP:20260731T170203Z CREATED:20260731T170203Z LAST-MODIFIED:20260731T170203Z UID:31680-1789038000-1789039800@cavalierassociates.com SUMMARY:Give Clients More Than IUL Potential DESCRIPTION:About the EventLong-term care can create three connected burdens for clients and their families: economic\, administrative and emotional. Advisors who can help clients understand the full impact—and identify assets that may be positioned for the need—can turn a difficult topic into a more productive planning conversation. Join David Beas of Cavalier Associates and Jen Wagoner of OneAmerica for a practical virtual session built around the Three Burdens framework. You’ll explore how IRA and other qualified assets may be repositioned through OneAmerica Annuity Care\, where available and appropriate\, to help clients prepare for long-term care using assets they already own. What You’ll Learn Use the Three Burdens framework to open more relevant and meaningful long-term care conversations. Identify retirement-stage clients whose IRA or other qualified assets may warrant review as part of an LTC funding strategy. Explore how maturing non-qualified annuities can be leveraged to provide tax-free long-term care. Review the product’s underwriting and issue process\, along with the role of the Care Benefit Concierge. Walk away with a practical\, client-ready strategy you can begin using immediately to help clients address long-term care needs while making the most of existing qualified assets. Featured Speakers David Beas\, Life Marketing Consultant\, Cavalier AssociatesJen Wagoner\, Regional Account Director\, Care Solutions Sales Distribution\, OneAmericaRegister now to add a practical qualified-asset strategy to your long-term care planning toolkit. \n\n \n \n \n\n \n Register Now!\n \n X/TwitterThis field is for validation purposes and should be left unchanged.Name(Required)\n \n \n First\n \n \n \n \n Last\n \n \n \n Phone(Required)Email(Required)\n \n SMS Terms and Conditions\n \n By checking this box\, I consent to receive text messages related to insurance from Cavalier Insurance Marketing Services\, LLC. You can reply STOP to opt-out at any time. Message and data rates may apply. Message frequency may vary\, text HELP to 1-800-350-2019 for assistance. For more information\, please refer to our Terms and Conditions page (www.cavalierassociates.com/terms-of-use) on our website.\n CAPTCHA\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Δ URL:https://cavalierassociates.com/event/give-clients-more-than-iul-potential/ LOCATION:Virtual Event CATEGORIES:Cavalier Associates Virtual Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20260930T100000 DTEND;TZID=America/Los_Angeles:20260930T103000 DTSTAMP:20260731T172247Z CREATED:20260604T201258Z LAST-MODIFIED:20260731T172247Z UID:31431-1790762400-1790764200@cavalierassociates.com SUMMARY:Underwriting Uncovered - Table Shaving & Credits: When to Ask and How to Position It DESCRIPTION:About the EventLong-term care can create three connected burdens for clients and their families: economic\, administrative and emotional. Advisors who can help clients understand the full impact—and identify assets that may be positioned for the need—can turn a difficult topic into a more productive planning conversation. Join David Beas of Cavalier Associates and Jen Wagoner of OneAmerica for a practical virtual session built around the Three Burdens framework. You’ll explore how IRA and other qualified assets may be repositioned through OneAmerica Annuity Care\, where available and appropriate\, to help clients prepare for long-term care using assets they already own. What You’ll Learn Use the Three Burdens framework to open more relevant and meaningful long-term care conversations. Identify retirement-stage clients whose IRA or other qualified assets may warrant review as part of an LTC funding strategy. Explore how maturing non-qualified annuities can be leveraged to provide tax-free long-term care. Review the product’s underwriting and issue process\, along with the role of the Care Benefit Concierge. Walk away with a practical\, client-ready strategy you can begin using immediately to help clients address long-term care needs while making the most of existing qualified assets. Featured Speakers David Beas\, Life Marketing Consultant\, Cavalier AssociatesJen Wagoner\, Regional Account Director\, Care Solutions Sales Distribution\, OneAmericaRegister now to add a practical qualified-asset strategy to your long-term care planning toolkit. \n\n \n \n \n\n \n Register Now!\n \n FacebookThis field is for validation purposes and should be left unchanged.Name(Required)\n \n \n First\n \n \n \n \n Last\n \n \n \n Phone(Required)Email(Required)\n \n SMS Terms and Conditions\n \n By checking this box\, I consent to receive text messages related to insurance from Cavalier Insurance Marketing Services\, LLC. You can reply STOP to opt-out at any time. Message and data rates may apply. Message frequency may vary\, text HELP to 1-800-350-2019 for assistance. For more information\, please refer to our Terms and Conditions page (www.cavalierassociates.com/terms-of-use) on our website.\n CAPTCHA\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Δ URL:https://cavalierassociates.com/event/table-shaving-credits-when-to-ask-and-how-to-position-it/ LOCATION:Virtual Event CATEGORIES:Cavalier Associates Virtual Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20261021T113000 DTEND;TZID=America/Los_Angeles:20261021T130000 DTSTAMP:20260622T193626Z CREATED:20260622T193626Z LAST-MODIFIED:20260622T193626Z UID:31499-1792582200-1792587600@cavalierassociates.com SUMMARY:Closing the Executive Coverage Gap: Up to $5M Guaranteed-Issue Protection DESCRIPTION:About the EventLong-term care can create three connected burdens for clients and their families: economic\, administrative and emotional. Advisors who can help clients understand the full impact—and identify assets that may be positioned for the need—can turn a difficult topic into a more productive planning conversation. Join David Beas of Cavalier Associates and Jen Wagoner of OneAmerica for a practical virtual session built around the Three Burdens framework. You’ll explore how IRA and other qualified assets may be repositioned through OneAmerica Annuity Care\, where available and appropriate\, to help clients prepare for long-term care using assets they already own. What You’ll Learn Use the Three Burdens framework to open more relevant and meaningful long-term care conversations. Identify retirement-stage clients whose IRA or other qualified assets may warrant review as part of an LTC funding strategy. Explore how maturing non-qualified annuities can be leveraged to provide tax-free long-term care. Review the product’s underwriting and issue process\, along with the role of the Care Benefit Concierge. Walk away with a practical\, client-ready strategy you can begin using immediately to help clients address long-term care needs while making the most of existing qualified assets. Featured Speakers David Beas\, Life Marketing Consultant\, Cavalier AssociatesJen Wagoner\, Regional Account Director\, Care Solutions Sales Distribution\, OneAmericaRegister now to add a practical qualified-asset strategy to your long-term care planning toolkit. \n\n \n \n \n\n \n Register Now!\n \n FacebookThis field is for validation purposes and should be left unchanged.Name(Required)\n \n \n First\n \n \n \n \n Last\n \n \n \n Phone(Required)Email(Required)\n \n SMS Terms and Conditions\n \n By checking this box\, I consent to receive text messages related to insurance from Cavalier Insurance Marketing Services\, LLC. You can reply STOP to opt-out at any time. Message and data rates may apply. Message frequency may vary\, text HELP to 1-800-350-2019 for assistance. For more information\, please refer to our Terms and Conditions page (www.cavalierassociates.com/terms-of-use) on our website.\n CAPTCHA\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Δ URL:https://cavalierassociates.com/event/closing-the-executive-coverage-gap-up-to-5m-guaranteed-issue-protection/ 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:20261029T100000 DTEND;TZID=America/Los_Angeles:20261029T103000 DTSTAMP:20260804T163827Z CREATED:20260604T204059Z LAST-MODIFIED:20260804T163827Z UID:31440-1793268000-1793269800@cavalierassociates.com SUMMARY:Underwriting Uncovered - The Diabetes Dilemma: Mild\, Moderate\, and Severe Risk Classes DESCRIPTION:About the EventLong-term care can create three connected burdens for clients and their families: economic\, administrative and emotional. Advisors who can help clients understand the full impact—and identify assets that may be positioned for the need—can turn a difficult topic into a more productive planning conversation. Join David Beas of Cavalier Associates and Jen Wagoner of OneAmerica for a practical virtual session built around the Three Burdens framework. You’ll explore how IRA and other qualified assets may be repositioned through OneAmerica Annuity Care\, where available and appropriate\, to help clients prepare for long-term care using assets they already own. What You’ll Learn Use the Three Burdens framework to open more relevant and meaningful long-term care conversations. Identify retirement-stage clients whose IRA or other qualified assets may warrant review as part of an LTC funding strategy. Explore how maturing non-qualified annuities can be leveraged to provide tax-free long-term care. Review the product’s underwriting and issue process\, along with the role of the Care Benefit Concierge. Walk away with a practical\, client-ready strategy you can begin using immediately to help clients address long-term care needs while making the most of existing qualified assets. Featured Speakers David Beas\, Life Marketing Consultant\, Cavalier AssociatesJen Wagoner\, Regional Account Director\, Care Solutions Sales Distribution\, OneAmericaRegister now to add a practical qualified-asset strategy to your long-term care planning toolkit. \n\n \n \n \n\n \n Register Now!\n \n 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 \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Δ URL:https://cavalierassociates.com/event/the-diabetes-dilemma-mild-moderate-and-severe-risk-classes/ LOCATION:Virtual Event CATEGORIES:Cavalier Associates Virtual Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT END:VCALENDAR