BEGIN:VCALENDAR VERSION:2.0 PRODID:-//Cavalier Associates - ECPv6.15.18//NONSGML v1.0//EN CALSCALE:GREGORIAN METHOD:PUBLISH X-WR-CALNAME:Cavalier Associates X-ORIGINAL-URL:https://cavalierassociates.com X-WR-CALDESC:Events for Cavalier Associates REFRESH-INTERVAL;VALUE=DURATION:PT1H X-Robots-Tag:noindex X-PUBLISHED-TTL:PT1H BEGIN:VTIMEZONE TZID:America/Los_Angeles BEGIN:DAYLIGHT TZOFFSETFROM:-0800 TZOFFSETTO:-0700 TZNAME:PDT DTSTART:20240310T100000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0700 TZOFFSETTO:-0800 TZNAME:PST DTSTART:20241103T090000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0800 TZOFFSETTO:-0700 TZNAME:PDT DTSTART:20250309T100000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0700 TZOFFSETTO:-0800 TZNAME:PST DTSTART:20251102T090000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0800 TZOFFSETTO:-0700 TZNAME:PDT DTSTART:20260308T100000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0700 TZOFFSETTO:-0800 TZNAME:PST DTSTART:20261101T090000 END:STANDARD END:VTIMEZONE BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20251016T100000 DTEND;TZID=America/Los_Angeles:20251016T110000 DTSTAMP:20260410T044112 CREATED:20250910T192131Z LAST-MODIFIED:20251016T174602Z UID:29790-1760608800-1760612400@cavalierassociates.com SUMMARY:Stump the Underwriter...Underwriting Jam Session with Chief Underwriting Officer Ken Turscak and Adam Cavalier DESCRIPTION:About the EventNavigating the Perfect Storm of Opportunity for Financial Professionals.Join America’s IRA authority\, Ed Slott\, CPA for a high-impact session revealing the strategies every financial professional should have to help maximize retirement tax planning opportunities in 2025 and beyond. This presentation will equip you to help:Deliver value to clientsSafeguard retirement savings from tax increasesGrow by solving key client issuesAdapt to changing regulationsOffer solutions for top retirement concernsZoom: Link provided upon registration. Speakers: Ed Slott\, CPA\,President\, Ed Slott & Company\, LLCAndrew Rinn\, AVP\, Advanced Sales Strategy\, North AmericanDisclosures:Ed Slott is not an employee of North American. The opinions and ideas expressed by him are his own and not necessarily those of North American or its affiliates. North American does not endorse or promote these opinions and ideas. Information contained herein has been obtained from sources believed to be reliable\, but not guaranteed as to accuracy. All presentations are for agent representative use only and cannot be used\, in whole or part\, with consumers. The views and opinions expressed by Andrew are his views and opinions as an individual and do not reflect the views and opinions of North American Company for Life and Health Insurance®. Neither North American nor its agents give tax advice. Please advise your customers to consult with and rely on a qualified legal or tax advisor before entering into or paying additional premiums with respect to such arrangements. Advantage Insurance Network and their affiliated agencies are independently contracted with North American Company for Life and Health Insurance. Sammons Financial® is the marketing name for Sammons® Financial Group\, Inc.’s member companies\, including North American Company for Life and Health Insurance.® Annuities and life insurance are issued by\, and product guarantees are solely the responsibility of\, North American Company for Life and Health Insurance. \n\n \n \n \n\n \n Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com URL:https://cavalierassociates.com/event/stump-the-underwriter-10-16-25/ CATEGORIES:Cavalier Associates Virtual Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20250925T103000 DTEND;TZID=America/Los_Angeles:20250925T233000 DTSTAMP:20260410T044112 CREATED:20250701T211918Z LAST-MODIFIED:20250702T205025Z UID:28659-1758796200-1758843000@cavalierassociates.com SUMMARY:DI 101: Objections: What might come up? DESCRIPTION:About the EventNavigating the Perfect Storm of Opportunity for Financial Professionals.Join America’s IRA authority\, Ed Slott\, CPA for a high-impact session revealing the strategies every financial professional should have to help maximize retirement tax planning opportunities in 2025 and beyond. This presentation will equip you to help:Deliver value to clientsSafeguard retirement savings from tax increasesGrow by solving key client issuesAdapt to changing regulationsOffer solutions for top retirement concernsZoom: Link provided upon registration. Speakers: Ed Slott\, CPA\,President\, Ed Slott & Company\, LLCAndrew Rinn\, AVP\, Advanced Sales Strategy\, North AmericanDisclosures:Ed Slott is not an employee of North American. The opinions and ideas expressed by him are his own and not necessarily those of North American or its affiliates. North American does not endorse or promote these opinions and ideas. Information contained herein has been obtained from sources believed to be reliable\, but not guaranteed as to accuracy. All presentations are for agent representative use only and cannot be used\, in whole or part\, with consumers. The views and opinions expressed by Andrew are his views and opinions as an individual and do not reflect the views and opinions of North American Company for Life and Health Insurance®. Neither North American nor its agents give tax advice. Please advise your customers to consult with and rely on a qualified legal or tax advisor before entering into or paying additional premiums with respect to such arrangements. Advantage Insurance Network and their affiliated agencies are independently contracted with North American Company for Life and Health Insurance. Sammons Financial® is the marketing name for Sammons® Financial Group\, Inc.’s member companies\, including North American Company for Life and Health Insurance.® Annuities and life insurance are issued by\, and product guarantees are solely the responsibility of\, North American Company for Life and Health Insurance. \n\n \n \n \n\n \n Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com URL:https://cavalierassociates.com/event/di-101-objections-what-might-come-up/ CATEGORIES:Cavalier Associates Virtual Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20250918T120000 DTEND;TZID=America/Los_Angeles:20250918T130000 DTSTAMP:20260410T044112 CREATED:20250818T190118Z LAST-MODIFIED:20250918T173919Z UID:28949-1758196800-1758200400@cavalierassociates.com SUMMARY:OBBB 2025: What Financial Advisors Need to Know for Their Business Owner Clients - Long Beach DESCRIPTION:About the EventNavigating the Perfect Storm of Opportunity for Financial Professionals.Join America’s IRA authority\, Ed Slott\, CPA for a high-impact session revealing the strategies every financial professional should have to help maximize retirement tax planning opportunities in 2025 and beyond. This presentation will equip you to help:Deliver value to clientsSafeguard retirement savings from tax increasesGrow by solving key client issuesAdapt to changing regulationsOffer solutions for top retirement concernsZoom: Link provided upon registration. Speakers: Ed Slott\, CPA\,President\, Ed Slott & Company\, LLCAndrew Rinn\, AVP\, Advanced Sales Strategy\, North AmericanDisclosures:Ed Slott is not an employee of North American. The opinions and ideas expressed by him are his own and not necessarily those of North American or its affiliates. North American does not endorse or promote these opinions and ideas. Information contained herein has been obtained from sources believed to be reliable\, but not guaranteed as to accuracy. All presentations are for agent representative use only and cannot be used\, in whole or part\, with consumers. The views and opinions expressed by Andrew are his views and opinions as an individual and do not reflect the views and opinions of North American Company for Life and Health Insurance®. Neither North American nor its agents give tax advice. Please advise your customers to consult with and rely on a qualified legal or tax advisor before entering into or paying additional premiums with respect to such arrangements. Advantage Insurance Network and their affiliated agencies are independently contracted with North American Company for Life and Health Insurance. Sammons Financial® is the marketing name for Sammons® Financial Group\, Inc.’s member companies\, including North American Company for Life and Health Insurance.® Annuities and life insurance are issued by\, and product guarantees are solely the responsibility of\, North American Company for Life and Health Insurance. \n\n \n \n \n\n \n Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com URL:https://cavalierassociates.com/event/obbb-2025-what-financial-advisors-need-to-know-for-their-business-owner-clients-long-beach/ LOCATION:555 East American Steakhouse\, Long Beach\, 555 E. Ocean Blvd\, Long Beach\, CA\, 90802\, 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:20250918T103000 DTEND;TZID=America/Los_Angeles:20250918T233000 DTSTAMP:20260410T044112 CREATED:20250701T211621Z LAST-MODIFIED:20250918T173836Z UID:28646-1758191400-1758238200@cavalierassociates.com SUMMARY:DI 101: Business Products: What do I need to protect? DESCRIPTION:About the EventNavigating the Perfect Storm of Opportunity for Financial Professionals.Join America’s IRA authority\, Ed Slott\, CPA for a high-impact session revealing the strategies every financial professional should have to help maximize retirement tax planning opportunities in 2025 and beyond. This presentation will equip you to help:Deliver value to clientsSafeguard retirement savings from tax increasesGrow by solving key client issuesAdapt to changing regulationsOffer solutions for top retirement concernsZoom: Link provided upon registration. Speakers: Ed Slott\, CPA\,President\, Ed Slott & Company\, LLCAndrew Rinn\, AVP\, Advanced Sales Strategy\, North AmericanDisclosures:Ed Slott is not an employee of North American. The opinions and ideas expressed by him are his own and not necessarily those of North American or its affiliates. North American does not endorse or promote these opinions and ideas. Information contained herein has been obtained from sources believed to be reliable\, but not guaranteed as to accuracy. All presentations are for agent representative use only and cannot be used\, in whole or part\, with consumers. The views and opinions expressed by Andrew are his views and opinions as an individual and do not reflect the views and opinions of North American Company for Life and Health Insurance®. Neither North American nor its agents give tax advice. Please advise your customers to consult with and rely on a qualified legal or tax advisor before entering into or paying additional premiums with respect to such arrangements. Advantage Insurance Network and their affiliated agencies are independently contracted with North American Company for Life and Health Insurance. Sammons Financial® is the marketing name for Sammons® Financial Group\, Inc.’s member companies\, including North American Company for Life and Health Insurance.® Annuities and life insurance are issued by\, and product guarantees are solely the responsibility of\, North American Company for Life and Health Insurance. \n\n \n \n \n\n \n Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com URL:https://cavalierassociates.com/event/di-101-business-products-what-do-i-need-to-protect/ CATEGORIES:Cavalier Associates Virtual Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20250917T120000 DTEND;TZID=America/Los_Angeles:20250917T130000 DTSTAMP:20260410T044112 CREATED:20250818T185329Z LAST-MODIFIED:20250916T151743Z UID:28943-1758110400-1758114000@cavalierassociates.com SUMMARY:OBBB 2025: What Financial Advisors Need to Know for Their Business Owner Clients - Pasadena DESCRIPTION:About the EventNavigating the Perfect Storm of Opportunity for Financial Professionals.Join America’s IRA authority\, Ed Slott\, CPA for a high-impact session revealing the strategies every financial professional should have to help maximize retirement tax planning opportunities in 2025 and beyond. This presentation will equip you to help:Deliver value to clientsSafeguard retirement savings from tax increasesGrow by solving key client issuesAdapt to changing regulationsOffer solutions for top retirement concernsZoom: Link provided upon registration. Speakers: Ed Slott\, CPA\,President\, Ed Slott & Company\, LLCAndrew Rinn\, AVP\, Advanced Sales Strategy\, North AmericanDisclosures:Ed Slott is not an employee of North American. The opinions and ideas expressed by him are his own and not necessarily those of North American or its affiliates. North American does not endorse or promote these opinions and ideas. Information contained herein has been obtained from sources believed to be reliable\, but not guaranteed as to accuracy. All presentations are for agent representative use only and cannot be used\, in whole or part\, with consumers. The views and opinions expressed by Andrew are his views and opinions as an individual and do not reflect the views and opinions of North American Company for Life and Health Insurance®. Neither North American nor its agents give tax advice. Please advise your customers to consult with and rely on a qualified legal or tax advisor before entering into or paying additional premiums with respect to such arrangements. Advantage Insurance Network and their affiliated agencies are independently contracted with North American Company for Life and Health Insurance. Sammons Financial® is the marketing name for Sammons® Financial Group\, Inc.’s member companies\, including North American Company for Life and Health Insurance.® Annuities and life insurance are issued by\, and product guarantees are solely the responsibility of\, North American Company for Life and Health Insurance. \n\n \n \n \n\n \n Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com URL:https://cavalierassociates.com/event/obbb-2025-what-financial-advisors-need-to-know-for-their-business-owner-clients-pasadena/ 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:20250916T120000 DTEND;TZID=America/Los_Angeles:20250916T130000 DTSTAMP:20260410T044112 CREATED:20250818T185127Z LAST-MODIFIED:20250916T151728Z UID:28937-1758024000-1758027600@cavalierassociates.com SUMMARY:OBBB 2025: What Financial Advisors Need to Know for Their Business Owner Clients - Costa Mesa DESCRIPTION:About the EventNavigating the Perfect Storm of Opportunity for Financial Professionals.Join America’s IRA authority\, Ed Slott\, CPA for a high-impact session revealing the strategies every financial professional should have to help maximize retirement tax planning opportunities in 2025 and beyond. This presentation will equip you to help:Deliver value to clientsSafeguard retirement savings from tax increasesGrow by solving key client issuesAdapt to changing regulationsOffer solutions for top retirement concernsZoom: Link provided upon registration. Speakers: Ed Slott\, CPA\,President\, Ed Slott & Company\, LLCAndrew Rinn\, AVP\, Advanced Sales Strategy\, North AmericanDisclosures:Ed Slott is not an employee of North American. The opinions and ideas expressed by him are his own and not necessarily those of North American or its affiliates. North American does not endorse or promote these opinions and ideas. Information contained herein has been obtained from sources believed to be reliable\, but not guaranteed as to accuracy. All presentations are for agent representative use only and cannot be used\, in whole or part\, with consumers. The views and opinions expressed by Andrew are his views and opinions as an individual and do not reflect the views and opinions of North American Company for Life and Health Insurance®. Neither North American nor its agents give tax advice. Please advise your customers to consult with and rely on a qualified legal or tax advisor before entering into or paying additional premiums with respect to such arrangements. Advantage Insurance Network and their affiliated agencies are independently contracted with North American Company for Life and Health Insurance. Sammons Financial® is the marketing name for Sammons® Financial Group\, Inc.’s member companies\, including North American Company for Life and Health Insurance.® Annuities and life insurance are issued by\, and product guarantees are solely the responsibility of\, North American Company for Life and Health Insurance. \n\n \n \n \n\n \n Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com URL:https://cavalierassociates.com/event/obbb-2025-what-financial-advisors-need-to-know-for-their-business-owner-clients-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:20250911T103000 DTEND;TZID=America/Los_Angeles:20250911T233000 DTSTAMP:20260410T044112 CREATED:20250701T203026Z LAST-MODIFIED:20250911T185919Z UID:28628-1757586600-1757633400@cavalierassociates.com SUMMARY:DI 101: Exploring the Basics DESCRIPTION:About the EventNavigating the Perfect Storm of Opportunity for Financial Professionals.Join America’s IRA authority\, Ed Slott\, CPA for a high-impact session revealing the strategies every financial professional should have to help maximize retirement tax planning opportunities in 2025 and beyond. This presentation will equip you to help:Deliver value to clientsSafeguard retirement savings from tax increasesGrow by solving key client issuesAdapt to changing regulationsOffer solutions for top retirement concernsZoom: Link provided upon registration. Speakers: Ed Slott\, CPA\,President\, Ed Slott & Company\, LLCAndrew Rinn\, AVP\, Advanced Sales Strategy\, North AmericanDisclosures:Ed Slott is not an employee of North American. The opinions and ideas expressed by him are his own and not necessarily those of North American or its affiliates. North American does not endorse or promote these opinions and ideas. Information contained herein has been obtained from sources believed to be reliable\, but not guaranteed as to accuracy. All presentations are for agent representative use only and cannot be used\, in whole or part\, with consumers. The views and opinions expressed by Andrew are his views and opinions as an individual and do not reflect the views and opinions of North American Company for Life and Health Insurance®. Neither North American nor its agents give tax advice. Please advise your customers to consult with and rely on a qualified legal or tax advisor before entering into or paying additional premiums with respect to such arrangements. Advantage Insurance Network and their affiliated agencies are independently contracted with North American Company for Life and Health Insurance. Sammons Financial® is the marketing name for Sammons® Financial Group\, Inc.’s member companies\, including North American Company for Life and Health Insurance.® Annuities and life insurance are issued by\, and product guarantees are solely the responsibility of\, North American Company for Life and Health Insurance. \n\n \n \n \n\n \n Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com URL:https://cavalierassociates.com/event/di-101-exploring-the-basics/ CATEGORIES:Cavalier Associates Virtual Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20250910T100000 DTEND;TZID=America/Los_Angeles:20250910T110000 DTSTAMP:20260410T044112 CREATED:20250619T164731Z LAST-MODIFIED:20250910T205621Z UID:28559-1757498400-1757502000@cavalierassociates.com SUMMARY:"Stump the Underwriter"...Underwriting Jam Session with Chief Underwriting Officer Ken Turscak and Adam Cavalier DESCRIPTION:About the EventNavigating the Perfect Storm of Opportunity for Financial Professionals.Join America’s IRA authority\, Ed Slott\, CPA for a high-impact session revealing the strategies every financial professional should have to help maximize retirement tax planning opportunities in 2025 and beyond. This presentation will equip you to help:Deliver value to clientsSafeguard retirement savings from tax increasesGrow by solving key client issuesAdapt to changing regulationsOffer solutions for top retirement concernsZoom: Link provided upon registration. Speakers: Ed Slott\, CPA\,President\, Ed Slott & Company\, LLCAndrew Rinn\, AVP\, Advanced Sales Strategy\, North AmericanDisclosures:Ed Slott is not an employee of North American. The opinions and ideas expressed by him are his own and not necessarily those of North American or its affiliates. North American does not endorse or promote these opinions and ideas. Information contained herein has been obtained from sources believed to be reliable\, but not guaranteed as to accuracy. All presentations are for agent representative use only and cannot be used\, in whole or part\, with consumers. The views and opinions expressed by Andrew are his views and opinions as an individual and do not reflect the views and opinions of North American Company for Life and Health Insurance®. Neither North American nor its agents give tax advice. Please advise your customers to consult with and rely on a qualified legal or tax advisor before entering into or paying additional premiums with respect to such arrangements. Advantage Insurance Network and their affiliated agencies are independently contracted with North American Company for Life and Health Insurance. Sammons Financial® is the marketing name for Sammons® Financial Group\, Inc.’s member companies\, including North American Company for Life and Health Insurance.® Annuities and life insurance are issued by\, and product guarantees are solely the responsibility of\, North American Company for Life and Health Insurance. \n\n \n \n \n\n \n Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com URL:https://cavalierassociates.com/event/stump-the-underwriter-underwriting-jam-session-with-chief-underwriting-officer-ken-turscak-and-adam-cavalier4/ CATEGORIES:Cavalier Associates Virtual Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20250820T120000 DTEND;TZID=America/Los_Angeles:20250820T130000 DTSTAMP:20260410T044112 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 EventNavigating the Perfect Storm of Opportunity for Financial Professionals.Join America’s IRA authority\, Ed Slott\, CPA for a high-impact session revealing the strategies every financial professional should have to help maximize retirement tax planning opportunities in 2025 and beyond. This presentation will equip you to help:Deliver value to clientsSafeguard retirement savings from tax increasesGrow by solving key client issuesAdapt to changing regulationsOffer solutions for top retirement concernsZoom: Link provided upon registration. Speakers: Ed Slott\, CPA\,President\, Ed Slott & Company\, LLCAndrew Rinn\, AVP\, Advanced Sales Strategy\, North AmericanDisclosures:Ed Slott is not an employee of North American. The opinions and ideas expressed by him are his own and not necessarily those of North American or its affiliates. North American does not endorse or promote these opinions and ideas. Information contained herein has been obtained from sources believed to be reliable\, but not guaranteed as to accuracy. All presentations are for agent representative use only and cannot be used\, in whole or part\, with consumers. The views and opinions expressed by Andrew are his views and opinions as an individual and do not reflect the views and opinions of North American Company for Life and Health Insurance®. Neither North American nor its agents give tax advice. Please advise your customers to consult with and rely on a qualified legal or tax advisor before entering into or paying additional premiums with respect to such arrangements. Advantage Insurance Network and their affiliated agencies are independently contracted with North American Company for Life and Health Insurance. Sammons Financial® is the marketing name for Sammons® Financial Group\, Inc.’s member companies\, including North American Company for Life and Health Insurance.® Annuities and life insurance are issued by\, and product guarantees are solely the responsibility of\, North American Company for Life and Health Insurance. \n\n \n \n \n\n \n Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com 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:20260410T044112 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 EventNavigating the Perfect Storm of Opportunity for Financial Professionals.Join America’s IRA authority\, Ed Slott\, CPA for a high-impact session revealing the strategies every financial professional should have to help maximize retirement tax planning opportunities in 2025 and beyond. This presentation will equip you to help:Deliver value to clientsSafeguard retirement savings from tax increasesGrow by solving key client issuesAdapt to changing regulationsOffer solutions for top retirement concernsZoom: Link provided upon registration. Speakers: Ed Slott\, CPA\,President\, Ed Slott & Company\, LLCAndrew Rinn\, AVP\, Advanced Sales Strategy\, North AmericanDisclosures:Ed Slott is not an employee of North American. The opinions and ideas expressed by him are his own and not necessarily those of North American or its affiliates. North American does not endorse or promote these opinions and ideas. Information contained herein has been obtained from sources believed to be reliable\, but not guaranteed as to accuracy. All presentations are for agent representative use only and cannot be used\, in whole or part\, with consumers. The views and opinions expressed by Andrew are his views and opinions as an individual and do not reflect the views and opinions of North American Company for Life and Health Insurance®. Neither North American nor its agents give tax advice. Please advise your customers to consult with and rely on a qualified legal or tax advisor before entering into or paying additional premiums with respect to such arrangements. Advantage Insurance Network and their affiliated agencies are independently contracted with North American Company for Life and Health Insurance. Sammons Financial® is the marketing name for Sammons® Financial Group\, Inc.’s member companies\, including North American Company for Life and Health Insurance.® Annuities and life insurance are issued by\, and product guarantees are solely the responsibility of\, North American Company for Life and Health Insurance. \n\n \n \n \n\n \n Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com 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:20260410T044112 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 EventNavigating the Perfect Storm of Opportunity for Financial Professionals.Join America’s IRA authority\, Ed Slott\, CPA for a high-impact session revealing the strategies every financial professional should have to help maximize retirement tax planning opportunities in 2025 and beyond. This presentation will equip you to help:Deliver value to clientsSafeguard retirement savings from tax increasesGrow by solving key client issuesAdapt to changing regulationsOffer solutions for top retirement concernsZoom: Link provided upon registration. Speakers: Ed Slott\, CPA\,President\, Ed Slott & Company\, LLCAndrew Rinn\, AVP\, Advanced Sales Strategy\, North AmericanDisclosures:Ed Slott is not an employee of North American. The opinions and ideas expressed by him are his own and not necessarily those of North American or its affiliates. North American does not endorse or promote these opinions and ideas. Information contained herein has been obtained from sources believed to be reliable\, but not guaranteed as to accuracy. All presentations are for agent representative use only and cannot be used\, in whole or part\, with consumers. The views and opinions expressed by Andrew are his views and opinions as an individual and do not reflect the views and opinions of North American Company for Life and Health Insurance®. Neither North American nor its agents give tax advice. Please advise your customers to consult with and rely on a qualified legal or tax advisor before entering into or paying additional premiums with respect to such arrangements. Advantage Insurance Network and their affiliated agencies are independently contracted with North American Company for Life and Health Insurance. Sammons Financial® is the marketing name for Sammons® Financial Group\, Inc.’s member companies\, including North American Company for Life and Health Insurance.® Annuities and life insurance are issued by\, and product guarantees are solely the responsibility of\, North American Company for Life and Health Insurance. \n\n \n \n \n\n \n Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com 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:20260410T044112 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 EventNavigating the Perfect Storm of Opportunity for Financial Professionals.Join America’s IRA authority\, Ed Slott\, CPA for a high-impact session revealing the strategies every financial professional should have to help maximize retirement tax planning opportunities in 2025 and beyond. This presentation will equip you to help:Deliver value to clientsSafeguard retirement savings from tax increasesGrow by solving key client issuesAdapt to changing regulationsOffer solutions for top retirement concernsZoom: Link provided upon registration. Speakers: Ed Slott\, CPA\,President\, Ed Slott & Company\, LLCAndrew Rinn\, AVP\, Advanced Sales Strategy\, North AmericanDisclosures:Ed Slott is not an employee of North American. The opinions and ideas expressed by him are his own and not necessarily those of North American or its affiliates. North American does not endorse or promote these opinions and ideas. Information contained herein has been obtained from sources believed to be reliable\, but not guaranteed as to accuracy. All presentations are for agent representative use only and cannot be used\, in whole or part\, with consumers. The views and opinions expressed by Andrew are his views and opinions as an individual and do not reflect the views and opinions of North American Company for Life and Health Insurance®. Neither North American nor its agents give tax advice. Please advise your customers to consult with and rely on a qualified legal or tax advisor before entering into or paying additional premiums with respect to such arrangements. Advantage Insurance Network and their affiliated agencies are independently contracted with North American Company for Life and Health Insurance. Sammons Financial® is the marketing name for Sammons® Financial Group\, Inc.’s member companies\, including North American Company for Life and Health Insurance.® Annuities and life insurance are issued by\, and product guarantees are solely the responsibility of\, North American Company for Life and Health Insurance. \n\n \n \n \n\n \n Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com 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:20260410T044112 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 EventNavigating the Perfect Storm of Opportunity for Financial Professionals.Join America’s IRA authority\, Ed Slott\, CPA for a high-impact session revealing the strategies every financial professional should have to help maximize retirement tax planning opportunities in 2025 and beyond. This presentation will equip you to help:Deliver value to clientsSafeguard retirement savings from tax increasesGrow by solving key client issuesAdapt to changing regulationsOffer solutions for top retirement concernsZoom: Link provided upon registration. Speakers: Ed Slott\, CPA\,President\, Ed Slott & Company\, LLCAndrew Rinn\, AVP\, Advanced Sales Strategy\, North AmericanDisclosures:Ed Slott is not an employee of North American. The opinions and ideas expressed by him are his own and not necessarily those of North American or its affiliates. North American does not endorse or promote these opinions and ideas. Information contained herein has been obtained from sources believed to be reliable\, but not guaranteed as to accuracy. All presentations are for agent representative use only and cannot be used\, in whole or part\, with consumers. The views and opinions expressed by Andrew are his views and opinions as an individual and do not reflect the views and opinions of North American Company for Life and Health Insurance®. Neither North American nor its agents give tax advice. Please advise your customers to consult with and rely on a qualified legal or tax advisor before entering into or paying additional premiums with respect to such arrangements. Advantage Insurance Network and their affiliated agencies are independently contracted with North American Company for Life and Health Insurance. Sammons Financial® is the marketing name for Sammons® Financial Group\, Inc.’s member companies\, including North American Company for Life and Health Insurance.® Annuities and life insurance are issued by\, and product guarantees are solely the responsibility of\, North American Company for Life and Health Insurance. \n\n \n \n \n\n \n Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com 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:20260410T044112 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 EventNavigating the Perfect Storm of Opportunity for Financial Professionals.Join America’s IRA authority\, Ed Slott\, CPA for a high-impact session revealing the strategies every financial professional should have to help maximize retirement tax planning opportunities in 2025 and beyond. This presentation will equip you to help:Deliver value to clientsSafeguard retirement savings from tax increasesGrow by solving key client issuesAdapt to changing regulationsOffer solutions for top retirement concernsZoom: Link provided upon registration. Speakers: Ed Slott\, CPA\,President\, Ed Slott & Company\, LLCAndrew Rinn\, AVP\, Advanced Sales Strategy\, North AmericanDisclosures:Ed Slott is not an employee of North American. The opinions and ideas expressed by him are his own and not necessarily those of North American or its affiliates. North American does not endorse or promote these opinions and ideas. Information contained herein has been obtained from sources believed to be reliable\, but not guaranteed as to accuracy. All presentations are for agent representative use only and cannot be used\, in whole or part\, with consumers. The views and opinions expressed by Andrew are his views and opinions as an individual and do not reflect the views and opinions of North American Company for Life and Health Insurance®. Neither North American nor its agents give tax advice. Please advise your customers to consult with and rely on a qualified legal or tax advisor before entering into or paying additional premiums with respect to such arrangements. Advantage Insurance Network and their affiliated agencies are independently contracted with North American Company for Life and Health Insurance. Sammons Financial® is the marketing name for Sammons® Financial Group\, Inc.’s member companies\, including North American Company for Life and Health Insurance.® Annuities and life insurance are issued by\, and product guarantees are solely the responsibility of\, North American Company for Life and Health Insurance. \n\n \n \n \n\n \n Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com 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:20260410T044112 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 EventNavigating the Perfect Storm of Opportunity for Financial Professionals.Join America’s IRA authority\, Ed Slott\, CPA for a high-impact session revealing the strategies every financial professional should have to help maximize retirement tax planning opportunities in 2025 and beyond. This presentation will equip you to help:Deliver value to clientsSafeguard retirement savings from tax increasesGrow by solving key client issuesAdapt to changing regulationsOffer solutions for top retirement concernsZoom: Link provided upon registration. Speakers: Ed Slott\, CPA\,President\, Ed Slott & Company\, LLCAndrew Rinn\, AVP\, Advanced Sales Strategy\, North AmericanDisclosures:Ed Slott is not an employee of North American. The opinions and ideas expressed by him are his own and not necessarily those of North American or its affiliates. North American does not endorse or promote these opinions and ideas. Information contained herein has been obtained from sources believed to be reliable\, but not guaranteed as to accuracy. All presentations are for agent representative use only and cannot be used\, in whole or part\, with consumers. The views and opinions expressed by Andrew are his views and opinions as an individual and do not reflect the views and opinions of North American Company for Life and Health Insurance®. Neither North American nor its agents give tax advice. Please advise your customers to consult with and rely on a qualified legal or tax advisor before entering into or paying additional premiums with respect to such arrangements. Advantage Insurance Network and their affiliated agencies are independently contracted with North American Company for Life and Health Insurance. Sammons Financial® is the marketing name for Sammons® Financial Group\, Inc.’s member companies\, including North American Company for Life and Health Insurance.® Annuities and life insurance are issued by\, and product guarantees are solely the responsibility of\, North American Company for Life and Health Insurance. \n\n \n \n \n\n \n Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com 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:20260410T044112 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 EventNavigating the Perfect Storm of Opportunity for Financial Professionals.Join America’s IRA authority\, Ed Slott\, CPA for a high-impact session revealing the strategies every financial professional should have to help maximize retirement tax planning opportunities in 2025 and beyond. This presentation will equip you to help:Deliver value to clientsSafeguard retirement savings from tax increasesGrow by solving key client issuesAdapt to changing regulationsOffer solutions for top retirement concernsZoom: Link provided upon registration. Speakers: Ed Slott\, CPA\,President\, Ed Slott & Company\, LLCAndrew Rinn\, AVP\, Advanced Sales Strategy\, North AmericanDisclosures:Ed Slott is not an employee of North American. The opinions and ideas expressed by him are his own and not necessarily those of North American or its affiliates. North American does not endorse or promote these opinions and ideas. Information contained herein has been obtained from sources believed to be reliable\, but not guaranteed as to accuracy. All presentations are for agent representative use only and cannot be used\, in whole or part\, with consumers. The views and opinions expressed by Andrew are his views and opinions as an individual and do not reflect the views and opinions of North American Company for Life and Health Insurance®. Neither North American nor its agents give tax advice. Please advise your customers to consult with and rely on a qualified legal or tax advisor before entering into or paying additional premiums with respect to such arrangements. Advantage Insurance Network and their affiliated agencies are independently contracted with North American Company for Life and Health Insurance. Sammons Financial® is the marketing name for Sammons® Financial Group\, Inc.’s member companies\, including North American Company for Life and Health Insurance.® Annuities and life insurance are issued by\, and product guarantees are solely the responsibility of\, North American Company for Life and Health Insurance. \n\n \n \n \n\n \n Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com 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:20260410T044112 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 EventNavigating the Perfect Storm of Opportunity for Financial Professionals.Join America’s IRA authority\, Ed Slott\, CPA for a high-impact session revealing the strategies every financial professional should have to help maximize retirement tax planning opportunities in 2025 and beyond. This presentation will equip you to help:Deliver value to clientsSafeguard retirement savings from tax increasesGrow by solving key client issuesAdapt to changing regulationsOffer solutions for top retirement concernsZoom: Link provided upon registration. Speakers: Ed Slott\, CPA\,President\, Ed Slott & Company\, LLCAndrew Rinn\, AVP\, Advanced Sales Strategy\, North AmericanDisclosures:Ed Slott is not an employee of North American. The opinions and ideas expressed by him are his own and not necessarily those of North American or its affiliates. North American does not endorse or promote these opinions and ideas. Information contained herein has been obtained from sources believed to be reliable\, but not guaranteed as to accuracy. All presentations are for agent representative use only and cannot be used\, in whole or part\, with consumers. The views and opinions expressed by Andrew are his views and opinions as an individual and do not reflect the views and opinions of North American Company for Life and Health Insurance®. Neither North American nor its agents give tax advice. Please advise your customers to consult with and rely on a qualified legal or tax advisor before entering into or paying additional premiums with respect to such arrangements. Advantage Insurance Network and their affiliated agencies are independently contracted with North American Company for Life and Health Insurance. Sammons Financial® is the marketing name for Sammons® Financial Group\, Inc.’s member companies\, including North American Company for Life and Health Insurance.® Annuities and life insurance are issued by\, and product guarantees are solely the responsibility of\, North American Company for Life and Health Insurance. \n\n \n \n \n\n \n Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com 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:20260410T044112 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 EventNavigating the Perfect Storm of Opportunity for Financial Professionals.Join America’s IRA authority\, Ed Slott\, CPA for a high-impact session revealing the strategies every financial professional should have to help maximize retirement tax planning opportunities in 2025 and beyond. This presentation will equip you to help:Deliver value to clientsSafeguard retirement savings from tax increasesGrow by solving key client issuesAdapt to changing regulationsOffer solutions for top retirement concernsZoom: Link provided upon registration. Speakers: Ed Slott\, CPA\,President\, Ed Slott & Company\, LLCAndrew Rinn\, AVP\, Advanced Sales Strategy\, North AmericanDisclosures:Ed Slott is not an employee of North American. The opinions and ideas expressed by him are his own and not necessarily those of North American or its affiliates. North American does not endorse or promote these opinions and ideas. Information contained herein has been obtained from sources believed to be reliable\, but not guaranteed as to accuracy. All presentations are for agent representative use only and cannot be used\, in whole or part\, with consumers. The views and opinions expressed by Andrew are his views and opinions as an individual and do not reflect the views and opinions of North American Company for Life and Health Insurance®. Neither North American nor its agents give tax advice. Please advise your customers to consult with and rely on a qualified legal or tax advisor before entering into or paying additional premiums with respect to such arrangements. Advantage Insurance Network and their affiliated agencies are independently contracted with North American Company for Life and Health Insurance. Sammons Financial® is the marketing name for Sammons® Financial Group\, Inc.’s member companies\, including North American Company for Life and Health Insurance.® Annuities and life insurance are issued by\, and product guarantees are solely the responsibility of\, North American Company for Life and Health Insurance. \n\n \n \n \n\n \n Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com 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:20260410T044112 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 EventNavigating the Perfect Storm of Opportunity for Financial Professionals.Join America’s IRA authority\, Ed Slott\, CPA for a high-impact session revealing the strategies every financial professional should have to help maximize retirement tax planning opportunities in 2025 and beyond. This presentation will equip you to help:Deliver value to clientsSafeguard retirement savings from tax increasesGrow by solving key client issuesAdapt to changing regulationsOffer solutions for top retirement concernsZoom: Link provided upon registration. Speakers: Ed Slott\, CPA\,President\, Ed Slott & Company\, LLCAndrew Rinn\, AVP\, Advanced Sales Strategy\, North AmericanDisclosures:Ed Slott is not an employee of North American. The opinions and ideas expressed by him are his own and not necessarily those of North American or its affiliates. North American does not endorse or promote these opinions and ideas. Information contained herein has been obtained from sources believed to be reliable\, but not guaranteed as to accuracy. All presentations are for agent representative use only and cannot be used\, in whole or part\, with consumers. The views and opinions expressed by Andrew are his views and opinions as an individual and do not reflect the views and opinions of North American Company for Life and Health Insurance®. Neither North American nor its agents give tax advice. Please advise your customers to consult with and rely on a qualified legal or tax advisor before entering into or paying additional premiums with respect to such arrangements. Advantage Insurance Network and their affiliated agencies are independently contracted with North American Company for Life and Health Insurance. Sammons Financial® is the marketing name for Sammons® Financial Group\, Inc.’s member companies\, including North American Company for Life and Health Insurance.® Annuities and life insurance are issued by\, and product guarantees are solely the responsibility of\, North American Company for Life and Health Insurance. \n\n \n \n \n\n \n Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com 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:20260410T044112 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 EventNavigating the Perfect Storm of Opportunity for Financial Professionals.Join America’s IRA authority\, Ed Slott\, CPA for a high-impact session revealing the strategies every financial professional should have to help maximize retirement tax planning opportunities in 2025 and beyond. This presentation will equip you to help:Deliver value to clientsSafeguard retirement savings from tax increasesGrow by solving key client issuesAdapt to changing regulationsOffer solutions for top retirement concernsZoom: Link provided upon registration. Speakers: Ed Slott\, CPA\,President\, Ed Slott & Company\, LLCAndrew Rinn\, AVP\, Advanced Sales Strategy\, North AmericanDisclosures:Ed Slott is not an employee of North American. The opinions and ideas expressed by him are his own and not necessarily those of North American or its affiliates. North American does not endorse or promote these opinions and ideas. Information contained herein has been obtained from sources believed to be reliable\, but not guaranteed as to accuracy. All presentations are for agent representative use only and cannot be used\, in whole or part\, with consumers. The views and opinions expressed by Andrew are his views and opinions as an individual and do not reflect the views and opinions of North American Company for Life and Health Insurance®. Neither North American nor its agents give tax advice. Please advise your customers to consult with and rely on a qualified legal or tax advisor before entering into or paying additional premiums with respect to such arrangements. Advantage Insurance Network and their affiliated agencies are independently contracted with North American Company for Life and Health Insurance. Sammons Financial® is the marketing name for Sammons® Financial Group\, Inc.’s member companies\, including North American Company for Life and Health Insurance.® Annuities and life insurance are issued by\, and product guarantees are solely the responsibility of\, North American Company for Life and Health Insurance. \n\n \n \n \n\n \n Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com 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:20260410T044112 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 EventNavigating the Perfect Storm of Opportunity for Financial Professionals.Join America’s IRA authority\, Ed Slott\, CPA for a high-impact session revealing the strategies every financial professional should have to help maximize retirement tax planning opportunities in 2025 and beyond. This presentation will equip you to help:Deliver value to clientsSafeguard retirement savings from tax increasesGrow by solving key client issuesAdapt to changing regulationsOffer solutions for top retirement concernsZoom: Link provided upon registration. Speakers: Ed Slott\, CPA\,President\, Ed Slott & Company\, LLCAndrew Rinn\, AVP\, Advanced Sales Strategy\, North AmericanDisclosures:Ed Slott is not an employee of North American. The opinions and ideas expressed by him are his own and not necessarily those of North American or its affiliates. North American does not endorse or promote these opinions and ideas. Information contained herein has been obtained from sources believed to be reliable\, but not guaranteed as to accuracy. All presentations are for agent representative use only and cannot be used\, in whole or part\, with consumers. The views and opinions expressed by Andrew are his views and opinions as an individual and do not reflect the views and opinions of North American Company for Life and Health Insurance®. Neither North American nor its agents give tax advice. Please advise your customers to consult with and rely on a qualified legal or tax advisor before entering into or paying additional premiums with respect to such arrangements. Advantage Insurance Network and their affiliated agencies are independently contracted with North American Company for Life and Health Insurance. Sammons Financial® is the marketing name for Sammons® Financial Group\, Inc.’s member companies\, including North American Company for Life and Health Insurance.® Annuities and life insurance are issued by\, and product guarantees are solely the responsibility of\, North American Company for Life and Health Insurance. \n\n \n \n \n\n \n Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com 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:20260410T044112 CREATED:20250417T155619Z LAST-MODIFIED:20250730T205421Z UID:28314-1753963200-1753966800@cavalierassociates.com SUMMARY:Unlocking Hidden Wealth: Transforming Idle Assets into Lifetime Opportunities DESCRIPTION:About the EventNavigating the Perfect Storm of Opportunity for Financial Professionals.Join America’s IRA authority\, Ed Slott\, CPA for a high-impact session revealing the strategies every financial professional should have to help maximize retirement tax planning opportunities in 2025 and beyond. This presentation will equip you to help:Deliver value to clientsSafeguard retirement savings from tax increasesGrow by solving key client issuesAdapt to changing regulationsOffer solutions for top retirement concernsZoom: Link provided upon registration. Speakers: Ed Slott\, CPA\,President\, Ed Slott & Company\, LLCAndrew Rinn\, AVP\, Advanced Sales Strategy\, North AmericanDisclosures:Ed Slott is not an employee of North American. The opinions and ideas expressed by him are his own and not necessarily those of North American or its affiliates. North American does not endorse or promote these opinions and ideas. Information contained herein has been obtained from sources believed to be reliable\, but not guaranteed as to accuracy. All presentations are for agent representative use only and cannot be used\, in whole or part\, with consumers. The views and opinions expressed by Andrew are his views and opinions as an individual and do not reflect the views and opinions of North American Company for Life and Health Insurance®. Neither North American nor its agents give tax advice. Please advise your customers to consult with and rely on a qualified legal or tax advisor before entering into or paying additional premiums with respect to such arrangements. Advantage Insurance Network and their affiliated agencies are independently contracted with North American Company for Life and Health Insurance. Sammons Financial® is the marketing name for Sammons® Financial Group\, Inc.’s member companies\, including North American Company for Life and Health Insurance.® Annuities and life insurance are issued by\, and product guarantees are solely the responsibility of\, North American Company for Life and Health Insurance. \n\n \n \n \n\n \n Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com 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:20260410T044112 CREATED:20250417T152515Z LAST-MODIFIED:20250730T205347Z UID:28289-1753876800-1753880400@cavalierassociates.com SUMMARY:Unlocking Hidden Wealth: Transforming Idle Assets into Lifetime Opportunities DESCRIPTION:About the EventNavigating the Perfect Storm of Opportunity for Financial Professionals.Join America’s IRA authority\, Ed Slott\, CPA for a high-impact session revealing the strategies every financial professional should have to help maximize retirement tax planning opportunities in 2025 and beyond. This presentation will equip you to help:Deliver value to clientsSafeguard retirement savings from tax increasesGrow by solving key client issuesAdapt to changing regulationsOffer solutions for top retirement concernsZoom: Link provided upon registration. Speakers: Ed Slott\, CPA\,President\, Ed Slott & Company\, LLCAndrew Rinn\, AVP\, Advanced Sales Strategy\, North AmericanDisclosures:Ed Slott is not an employee of North American. The opinions and ideas expressed by him are his own and not necessarily those of North American or its affiliates. North American does not endorse or promote these opinions and ideas. Information contained herein has been obtained from sources believed to be reliable\, but not guaranteed as to accuracy. All presentations are for agent representative use only and cannot be used\, in whole or part\, with consumers. The views and opinions expressed by Andrew are his views and opinions as an individual and do not reflect the views and opinions of North American Company for Life and Health Insurance®. Neither North American nor its agents give tax advice. Please advise your customers to consult with and rely on a qualified legal or tax advisor before entering into or paying additional premiums with respect to such arrangements. Advantage Insurance Network and their affiliated agencies are independently contracted with North American Company for Life and Health Insurance. Sammons Financial® is the marketing name for Sammons® Financial Group\, Inc.’s member companies\, including North American Company for Life and Health Insurance.® Annuities and life insurance are issued by\, and product guarantees are solely the responsibility of\, North American Company for Life and Health Insurance. \n\n \n \n \n\n \n Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com 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:20260410T044112 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 EventNavigating the Perfect Storm of Opportunity for Financial Professionals.Join America’s IRA authority\, Ed Slott\, CPA for a high-impact session revealing the strategies every financial professional should have to help maximize retirement tax planning opportunities in 2025 and beyond. This presentation will equip you to help:Deliver value to clientsSafeguard retirement savings from tax increasesGrow by solving key client issuesAdapt to changing regulationsOffer solutions for top retirement concernsZoom: Link provided upon registration. Speakers: Ed Slott\, CPA\,President\, Ed Slott & Company\, LLCAndrew Rinn\, AVP\, Advanced Sales Strategy\, North AmericanDisclosures:Ed Slott is not an employee of North American. The opinions and ideas expressed by him are his own and not necessarily those of North American or its affiliates. North American does not endorse or promote these opinions and ideas. Information contained herein has been obtained from sources believed to be reliable\, but not guaranteed as to accuracy. All presentations are for agent representative use only and cannot be used\, in whole or part\, with consumers. The views and opinions expressed by Andrew are his views and opinions as an individual and do not reflect the views and opinions of North American Company for Life and Health Insurance®. Neither North American nor its agents give tax advice. Please advise your customers to consult with and rely on a qualified legal or tax advisor before entering into or paying additional premiums with respect to such arrangements. Advantage Insurance Network and their affiliated agencies are independently contracted with North American Company for Life and Health Insurance. Sammons Financial® is the marketing name for Sammons® Financial Group\, Inc.’s member companies\, including North American Company for Life and Health Insurance.® Annuities and life insurance are issued by\, and product guarantees are solely the responsibility of\, North American Company for Life and Health Insurance. \n\n \n \n \n\n \n Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com 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:20260410T044112 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 EventNavigating the Perfect Storm of Opportunity for Financial Professionals.Join America’s IRA authority\, Ed Slott\, CPA for a high-impact session revealing the strategies every financial professional should have to help maximize retirement tax planning opportunities in 2025 and beyond. This presentation will equip you to help:Deliver value to clientsSafeguard retirement savings from tax increasesGrow by solving key client issuesAdapt to changing regulationsOffer solutions for top retirement concernsZoom: Link provided upon registration. Speakers: Ed Slott\, CPA\,President\, Ed Slott & Company\, LLCAndrew Rinn\, AVP\, Advanced Sales Strategy\, North AmericanDisclosures:Ed Slott is not an employee of North American. The opinions and ideas expressed by him are his own and not necessarily those of North American or its affiliates. North American does not endorse or promote these opinions and ideas. Information contained herein has been obtained from sources believed to be reliable\, but not guaranteed as to accuracy. All presentations are for agent representative use only and cannot be used\, in whole or part\, with consumers. The views and opinions expressed by Andrew are his views and opinions as an individual and do not reflect the views and opinions of North American Company for Life and Health Insurance®. Neither North American nor its agents give tax advice. Please advise your customers to consult with and rely on a qualified legal or tax advisor before entering into or paying additional premiums with respect to such arrangements. Advantage Insurance Network and their affiliated agencies are independently contracted with North American Company for Life and Health Insurance. Sammons Financial® is the marketing name for Sammons® Financial Group\, Inc.’s member companies\, including North American Company for Life and Health Insurance.® Annuities and life insurance are issued by\, and product guarantees are solely the responsibility of\, North American Company for Life and Health Insurance. \n\n \n \n \n\n \n Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com 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:20260410T044112 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 EventNavigating the Perfect Storm of Opportunity for Financial Professionals.Join America’s IRA authority\, Ed Slott\, CPA for a high-impact session revealing the strategies every financial professional should have to help maximize retirement tax planning opportunities in 2025 and beyond. This presentation will equip you to help:Deliver value to clientsSafeguard retirement savings from tax increasesGrow by solving key client issuesAdapt to changing regulationsOffer solutions for top retirement concernsZoom: Link provided upon registration. Speakers: Ed Slott\, CPA\,President\, Ed Slott & Company\, LLCAndrew Rinn\, AVP\, Advanced Sales Strategy\, North AmericanDisclosures:Ed Slott is not an employee of North American. The opinions and ideas expressed by him are his own and not necessarily those of North American or its affiliates. North American does not endorse or promote these opinions and ideas. Information contained herein has been obtained from sources believed to be reliable\, but not guaranteed as to accuracy. All presentations are for agent representative use only and cannot be used\, in whole or part\, with consumers. The views and opinions expressed by Andrew are his views and opinions as an individual and do not reflect the views and opinions of North American Company for Life and Health Insurance®. Neither North American nor its agents give tax advice. Please advise your customers to consult with and rely on a qualified legal or tax advisor before entering into or paying additional premiums with respect to such arrangements. Advantage Insurance Network and their affiliated agencies are independently contracted with North American Company for Life and Health Insurance. Sammons Financial® is the marketing name for Sammons® Financial Group\, Inc.’s member companies\, including North American Company for Life and Health Insurance.® Annuities and life insurance are issued by\, and product guarantees are solely the responsibility of\, North American Company for Life and Health Insurance. \n\n \n \n \n\n \n Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com 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:20260410T044112 CREATED:20250417T153050Z LAST-MODIFIED:20250618T170140Z UID:28300-1750248000-1750251600@cavalierassociates.com SUMMARY:Not All Indexed ULs Are Created Equal DESCRIPTION:About the EventNavigating the Perfect Storm of Opportunity for Financial Professionals.Join America’s IRA authority\, Ed Slott\, CPA for a high-impact session revealing the strategies every financial professional should have to help maximize retirement tax planning opportunities in 2025 and beyond. This presentation will equip you to help:Deliver value to clientsSafeguard retirement savings from tax increasesGrow by solving key client issuesAdapt to changing regulationsOffer solutions for top retirement concernsZoom: Link provided upon registration. Speakers: Ed Slott\, CPA\,President\, Ed Slott & Company\, LLCAndrew Rinn\, AVP\, Advanced Sales Strategy\, North AmericanDisclosures:Ed Slott is not an employee of North American. The opinions and ideas expressed by him are his own and not necessarily those of North American or its affiliates. North American does not endorse or promote these opinions and ideas. Information contained herein has been obtained from sources believed to be reliable\, but not guaranteed as to accuracy. All presentations are for agent representative use only and cannot be used\, in whole or part\, with consumers. The views and opinions expressed by Andrew are his views and opinions as an individual and do not reflect the views and opinions of North American Company for Life and Health Insurance®. Neither North American nor its agents give tax advice. Please advise your customers to consult with and rely on a qualified legal or tax advisor before entering into or paying additional premiums with respect to such arrangements. Advantage Insurance Network and their affiliated agencies are independently contracted with North American Company for Life and Health Insurance. Sammons Financial® is the marketing name for Sammons® Financial Group\, Inc.’s member companies\, including North American Company for Life and Health Insurance.® Annuities and life insurance are issued by\, and product guarantees are solely the responsibility of\, North American Company for Life and Health Insurance. \n\n \n \n \n\n \n Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com 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:20260410T044112 CREATED:20250416T185543Z LAST-MODIFIED:20250617T154438Z UID:28271-1750161600-1750165200@cavalierassociates.com SUMMARY:Not All Indexed ULs Are Created Equal DESCRIPTION:About the EventNavigating the Perfect Storm of Opportunity for Financial Professionals.Join America’s IRA authority\, Ed Slott\, CPA for a high-impact session revealing the strategies every financial professional should have to help maximize retirement tax planning opportunities in 2025 and beyond. This presentation will equip you to help:Deliver value to clientsSafeguard retirement savings from tax increasesGrow by solving key client issuesAdapt to changing regulationsOffer solutions for top retirement concernsZoom: Link provided upon registration. Speakers: Ed Slott\, CPA\,President\, Ed Slott & Company\, LLCAndrew Rinn\, AVP\, Advanced Sales Strategy\, North AmericanDisclosures:Ed Slott is not an employee of North American. The opinions and ideas expressed by him are his own and not necessarily those of North American or its affiliates. North American does not endorse or promote these opinions and ideas. Information contained herein has been obtained from sources believed to be reliable\, but not guaranteed as to accuracy. All presentations are for agent representative use only and cannot be used\, in whole or part\, with consumers. The views and opinions expressed by Andrew are his views and opinions as an individual and do not reflect the views and opinions of North American Company for Life and Health Insurance®. Neither North American nor its agents give tax advice. Please advise your customers to consult with and rely on a qualified legal or tax advisor before entering into or paying additional premiums with respect to such arrangements. Advantage Insurance Network and their affiliated agencies are independently contracted with North American Company for Life and Health Insurance. Sammons Financial® is the marketing name for Sammons® Financial Group\, Inc.’s member companies\, including North American Company for Life and Health Insurance.® Annuities and life insurance are issued by\, and product guarantees are solely the responsibility of\, North American Company for Life and Health Insurance. \n\n \n \n \n\n \n Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com 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:20260410T044112 CREATED:20250325T144111Z LAST-MODIFIED:20250424T172711Z UID:28132-1745496000-1745499600@cavalierassociates.com SUMMARY:LTC Tax Strategies\, New Products\, and LTC 80+ DESCRIPTION:About the EventNavigating the Perfect Storm of Opportunity for Financial Professionals.Join America’s IRA authority\, Ed Slott\, CPA for a high-impact session revealing the strategies every financial professional should have to help maximize retirement tax planning opportunities in 2025 and beyond. This presentation will equip you to help:Deliver value to clientsSafeguard retirement savings from tax increasesGrow by solving key client issuesAdapt to changing regulationsOffer solutions for top retirement concernsZoom: Link provided upon registration. Speakers: Ed Slott\, CPA\,President\, Ed Slott & Company\, LLCAndrew Rinn\, AVP\, Advanced Sales Strategy\, North AmericanDisclosures:Ed Slott is not an employee of North American. The opinions and ideas expressed by him are his own and not necessarily those of North American or its affiliates. North American does not endorse or promote these opinions and ideas. Information contained herein has been obtained from sources believed to be reliable\, but not guaranteed as to accuracy. All presentations are for agent representative use only and cannot be used\, in whole or part\, with consumers. The views and opinions expressed by Andrew are his views and opinions as an individual and do not reflect the views and opinions of North American Company for Life and Health Insurance®. Neither North American nor its agents give tax advice. Please advise your customers to consult with and rely on a qualified legal or tax advisor before entering into or paying additional premiums with respect to such arrangements. Advantage Insurance Network and their affiliated agencies are independently contracted with North American Company for Life and Health Insurance. Sammons Financial® is the marketing name for Sammons® Financial Group\, Inc.’s member companies\, including North American Company for Life and Health Insurance.® Annuities and life insurance are issued by\, and product guarantees are solely the responsibility of\, North American Company for Life and Health Insurance. \n\n \n \n \n\n \n Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com 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:20260410T044112 CREATED:20250120T205153Z LAST-MODIFIED:20250326T143425Z UID:27984-1743076800-1743080400@cavalierassociates.com SUMMARY:Underwriting Lunch with Ken Turscak DESCRIPTION:About the EventNavigating the Perfect Storm of Opportunity for Financial Professionals.Join America’s IRA authority\, Ed Slott\, CPA for a high-impact session revealing the strategies every financial professional should have to help maximize retirement tax planning opportunities in 2025 and beyond. This presentation will equip you to help:Deliver value to clientsSafeguard retirement savings from tax increasesGrow by solving key client issuesAdapt to changing regulationsOffer solutions for top retirement concernsZoom: Link provided upon registration. Speakers: Ed Slott\, CPA\,President\, Ed Slott & Company\, LLCAndrew Rinn\, AVP\, Advanced Sales Strategy\, North AmericanDisclosures:Ed Slott is not an employee of North American. The opinions and ideas expressed by him are his own and not necessarily those of North American or its affiliates. North American does not endorse or promote these opinions and ideas. Information contained herein has been obtained from sources believed to be reliable\, but not guaranteed as to accuracy. All presentations are for agent representative use only and cannot be used\, in whole or part\, with consumers. The views and opinions expressed by Andrew are his views and opinions as an individual and do not reflect the views and opinions of North American Company for Life and Health Insurance®. Neither North American nor its agents give tax advice. Please advise your customers to consult with and rely on a qualified legal or tax advisor before entering into or paying additional premiums with respect to such arrangements. Advantage Insurance Network and their affiliated agencies are independently contracted with North American Company for Life and Health Insurance. Sammons Financial® is the marketing name for Sammons® Financial Group\, Inc.’s member companies\, including North American Company for Life and Health Insurance.® Annuities and life insurance are issued by\, and product guarantees are solely the responsibility of\, North American Company for Life and Health Insurance. \n\n \n \n \n\n \n Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com 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 END:VCALENDAR