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DTSTART;TZID=America/Los_Angeles:20260325T170000
DTEND;TZID=America/Los_Angeles:20260325T183000
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UID:31028-1774458000-1774463400@cavalierassociates.com
SUMMARY:Dueling Underwriters: The Algorithm vs The Advocate - Irvine
DESCRIPTION:About the EventJoin Cavalier Associates and NAIFA for drinks\, appetizers\, and a casual evening of networking with fellow insurance and financial professionals. The evening will include a focused 20-minute panel featuring long-term care specialists from Nationwide and OneAmerica. The panel will offer a brief look at how the long-term care planning conversation is changing and where current opportunities may exist. Discussion Topics Why long-term care is receiving renewed attentionReimbursement vs. indemnity benefits—and why the difference mattersUsing qualified assets in long-term care planningWhere LTC annuities may fit in today’s planning conversationsFeatured Speakers David Beas — Life Marketing Consultant\, Cavalier AssociatesJen Wagoner — Regional Account Director\, Care Solutions Sales Distribution\, OneAmericaChris Chertboonmuang — Regional Vice President\, NationwideWho Should Attend Insurance and financial professionals who work with pre-retirees and retirees\, including professionals focused on life insurance\, long-term care\, disability\, annuities\, and financial planning. Come ready to connect\, learn\, and enjoy an evening with fellow professionals. Thursday\, August 20\, 2026 from 5:30-7:30 pm On the Thirty\, 14622 Ventura Blvd #112\, Sherman Oaks\, CA 91403     \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/dueling-underwriters-the-algorithm-vs-the-advocate/
LOCATION:Postino\, Irvine\, 2981 Michelson Dr\, Suite E\, Irvine\, CA\, 92612
CATEGORIES:Cavalier Associates In-Person Events
ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20260305T100000
DTEND;TZID=America/Los_Angeles:20260305T110000
DTSTAMP:20260305T183013Z
CREATED:20251229T181245Z
LAST-MODIFIED:20260305T183013Z
UID:30812-1772704800-1772708400@cavalierassociates.com
SUMMARY:Underwriting Uncovered - Field Underwriting Red Flags
DESCRIPTION:About the EventJoin Cavalier Associates and NAIFA for drinks\, appetizers\, and a casual evening of networking with fellow insurance and financial professionals. The evening will include a focused 20-minute panel featuring long-term care specialists from Nationwide and OneAmerica. The panel will offer a brief look at how the long-term care planning conversation is changing and where current opportunities may exist. Discussion Topics Why long-term care is receiving renewed attentionReimbursement vs. indemnity benefits—and why the difference mattersUsing qualified assets in long-term care planningWhere LTC annuities may fit in today’s planning conversationsFeatured Speakers David Beas — Life Marketing Consultant\, Cavalier AssociatesJen Wagoner — Regional Account Director\, Care Solutions Sales Distribution\, OneAmericaChris Chertboonmuang — Regional Vice President\, NationwideWho Should Attend Insurance and financial professionals who work with pre-retirees and retirees\, including professionals focused on life insurance\, long-term care\, disability\, annuities\, and financial planning. Come ready to connect\, learn\, and enjoy an evening with fellow professionals. Thursday\, August 20\, 2026 from 5:30-7:30 pm On the Thirty\, 14622 Ventura Blvd #112\, Sherman Oaks\, CA 91403     \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-uncovered-field-underwriting-red-flags/
CATEGORIES:Cavalier Associates Virtual Events
ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260226T120000
DTEND;TZID=America/New_York:20260226T130000
DTSTAMP:20260226T201616Z
CREATED:20260127T220252Z
LAST-MODIFIED:20260226T201616Z
UID:30922-1772107200-1772110800@cavalierassociates.com
SUMMARY:Hidden Leverage: Using Existing Assets to Solve LTC & Legacy Planning - Ohio
DESCRIPTION:About the EventJoin Cavalier Associates and NAIFA for drinks\, appetizers\, and a casual evening of networking with fellow insurance and financial professionals. The evening will include a focused 20-minute panel featuring long-term care specialists from Nationwide and OneAmerica. The panel will offer a brief look at how the long-term care planning conversation is changing and where current opportunities may exist. Discussion Topics Why long-term care is receiving renewed attentionReimbursement vs. indemnity benefits—and why the difference mattersUsing qualified assets in long-term care planningWhere LTC annuities may fit in today’s planning conversationsFeatured Speakers David Beas — Life Marketing Consultant\, Cavalier AssociatesJen Wagoner — Regional Account Director\, Care Solutions Sales Distribution\, OneAmericaChris Chertboonmuang — Regional Vice President\, NationwideWho Should Attend Insurance and financial professionals who work with pre-retirees and retirees\, including professionals focused on life insurance\, long-term care\, disability\, annuities\, and financial planning. Come ready to connect\, learn\, and enjoy an evening with fellow professionals. Thursday\, August 20\, 2026 from 5:30-7:30 pm On the Thirty\, 14622 Ventura Blvd #112\, Sherman Oaks\, CA 91403     \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/hidden-leverage-using-existing-assets-to-solve-ltc-legacy-planning-ohio/
LOCATION:Trio Bistro\, OH\, 7565 Kenwood Road\, Cincinnati\, OH\, 45236
CATEGORIES:Cavalier Associates In-Person Events
ORGANIZER;CN="Gabby Aguilar":MAILTO:gabby@cavalierassociates.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20260219T120000
DTEND;TZID=America/Los_Angeles:20260219T130000
DTSTAMP:20260219T211608Z
CREATED:20260127T000917Z
LAST-MODIFIED:20260219T211608Z
UID:30891-1771502400-1771506000@cavalierassociates.com
SUMMARY:Planning Without a Passport: Life Insurance for Non-Citizens
DESCRIPTION:About the EventJoin Cavalier Associates and NAIFA for drinks\, appetizers\, and a casual evening of networking with fellow insurance and financial professionals. The evening will include a focused 20-minute panel featuring long-term care specialists from Nationwide and OneAmerica. The panel will offer a brief look at how the long-term care planning conversation is changing and where current opportunities may exist. Discussion Topics Why long-term care is receiving renewed attentionReimbursement vs. indemnity benefits—and why the difference mattersUsing qualified assets in long-term care planningWhere LTC annuities may fit in today’s planning conversationsFeatured Speakers David Beas — Life Marketing Consultant\, Cavalier AssociatesJen Wagoner — Regional Account Director\, Care Solutions Sales Distribution\, OneAmericaChris Chertboonmuang — Regional Vice President\, NationwideWho Should Attend Insurance and financial professionals who work with pre-retirees and retirees\, including professionals focused on life insurance\, long-term care\, disability\, annuities\, and financial planning. Come ready to connect\, learn\, and enjoy an evening with fellow professionals. Thursday\, August 20\, 2026 from 5:30-7:30 pm On the Thirty\, 14622 Ventura Blvd #112\, Sherman Oaks\, CA 91403     \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/planning-without-a-passport-life-insurance-for-non-citizens/
LOCATION:Panda Inn\, Pasadena\, 3488 E Foothill Blvd\, Pasadena\, CA\, 91107
CATEGORIES:Cavalier Associates In-Person Events
ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20260204T120000
DTEND;TZID=America/Los_Angeles:20260204T130000
DTSTAMP:20260204T220810Z
CREATED:20251224T170253Z
LAST-MODIFIED:20260204T220810Z
UID:30619-1770206400-1770210000@cavalierassociates.com
SUMMARY:When Retirement Planning Meets Real Life - Costa Mesa
DESCRIPTION:About the EventJoin Cavalier Associates and NAIFA for drinks\, appetizers\, and a casual evening of networking with fellow insurance and financial professionals. The evening will include a focused 20-minute panel featuring long-term care specialists from Nationwide and OneAmerica. The panel will offer a brief look at how the long-term care planning conversation is changing and where current opportunities may exist. Discussion Topics Why long-term care is receiving renewed attentionReimbursement vs. indemnity benefits—and why the difference mattersUsing qualified assets in long-term care planningWhere LTC annuities may fit in today’s planning conversationsFeatured Speakers David Beas — Life Marketing Consultant\, Cavalier AssociatesJen Wagoner — Regional Account Director\, Care Solutions Sales Distribution\, OneAmericaChris Chertboonmuang — Regional Vice President\, NationwideWho Should Attend Insurance and financial professionals who work with pre-retirees and retirees\, including professionals focused on life insurance\, long-term care\, disability\, annuities\, and financial planning. Come ready to connect\, learn\, and enjoy an evening with fellow professionals. Thursday\, August 20\, 2026 from 5:30-7:30 pm On the Thirty\, 14622 Ventura Blvd #112\, Sherman Oaks\, CA 91403     \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/when-retirement-planning-meets-real-life-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:20260203T120000
DTEND;TZID=America/Los_Angeles:20260203T130000
DTSTAMP:20260204T220825Z
CREATED:20251224T181819Z
LAST-MODIFIED:20260204T220825Z
UID:30635-1770120000-1770123600@cavalierassociates.com
SUMMARY:When Retirement Planning Meets Real Life - West LA
DESCRIPTION:About the EventJoin Cavalier Associates and NAIFA for drinks\, appetizers\, and a casual evening of networking with fellow insurance and financial professionals. The evening will include a focused 20-minute panel featuring long-term care specialists from Nationwide and OneAmerica. The panel will offer a brief look at how the long-term care planning conversation is changing and where current opportunities may exist. Discussion Topics Why long-term care is receiving renewed attentionReimbursement vs. indemnity benefits—and why the difference mattersUsing qualified assets in long-term care planningWhere LTC annuities may fit in today’s planning conversationsFeatured Speakers David Beas — Life Marketing Consultant\, Cavalier AssociatesJen Wagoner — Regional Account Director\, Care Solutions Sales Distribution\, OneAmericaChris Chertboonmuang — Regional Vice President\, NationwideWho Should Attend Insurance and financial professionals who work with pre-retirees and retirees\, including professionals focused on life insurance\, long-term care\, disability\, annuities\, and financial planning. Come ready to connect\, learn\, and enjoy an evening with fellow professionals. Thursday\, August 20\, 2026 from 5:30-7:30 pm On the Thirty\, 14622 Ventura Blvd #112\, Sherman Oaks\, CA 91403     \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/when-retirement-planning-meets-real-life-west-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:20260129T120000
DTEND;TZID=America/Los_Angeles:20260129T130000
DTSTAMP:20260202T154725Z
CREATED:20251230T164958Z
LAST-MODIFIED:20260202T154725Z
UID:30831-1769688000-1769691600@cavalierassociates.com
SUMMARY:Indexed UL in a Post-Busch World
DESCRIPTION:About the EventJoin Cavalier Associates and NAIFA for drinks\, appetizers\, and a casual evening of networking with fellow insurance and financial professionals. The evening will include a focused 20-minute panel featuring long-term care specialists from Nationwide and OneAmerica. The panel will offer a brief look at how the long-term care planning conversation is changing and where current opportunities may exist. Discussion Topics Why long-term care is receiving renewed attentionReimbursement vs. indemnity benefits—and why the difference mattersUsing qualified assets in long-term care planningWhere LTC annuities may fit in today’s planning conversationsFeatured Speakers David Beas — Life Marketing Consultant\, Cavalier AssociatesJen Wagoner — Regional Account Director\, Care Solutions Sales Distribution\, OneAmericaChris Chertboonmuang — Regional Vice President\, NationwideWho Should Attend Insurance and financial professionals who work with pre-retirees and retirees\, including professionals focused on life insurance\, long-term care\, disability\, annuities\, and financial planning. Come ready to connect\, learn\, and enjoy an evening with fellow professionals. Thursday\, August 20\, 2026 from 5:30-7:30 pm On the Thirty\, 14622 Ventura Blvd #112\, Sherman Oaks\, CA 91403     \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/indexed-ul-in-a-post-busch-world/
LOCATION:Joey Newport Beach\, 453 Newport Center Dr\, Newport Beach\, CA\, 92660
CATEGORIES:Cavalier Associates In-Person Events
ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20260115T100000
DTEND;TZID=America/Los_Angeles:20260115T110000
DTSTAMP:20260115T184212Z
CREATED:20251216T164720Z
LAST-MODIFIED:20260115T184212Z
UID:30604-1768471200-1768474800@cavalierassociates.com
SUMMARY:Underwriting Uncovered - Cancer History
DESCRIPTION:About the EventJoin Cavalier Associates and NAIFA for drinks\, appetizers\, and a casual evening of networking with fellow insurance and financial professionals. The evening will include a focused 20-minute panel featuring long-term care specialists from Nationwide and OneAmerica. The panel will offer a brief look at how the long-term care planning conversation is changing and where current opportunities may exist. Discussion Topics Why long-term care is receiving renewed attentionReimbursement vs. indemnity benefits—and why the difference mattersUsing qualified assets in long-term care planningWhere LTC annuities may fit in today’s planning conversationsFeatured Speakers David Beas — Life Marketing Consultant\, Cavalier AssociatesJen Wagoner — Regional Account Director\, Care Solutions Sales Distribution\, OneAmericaChris Chertboonmuang — Regional Vice President\, NationwideWho Should Attend Insurance and financial professionals who work with pre-retirees and retirees\, including professionals focused on life insurance\, long-term care\, disability\, annuities\, and financial planning. Come ready to connect\, learn\, and enjoy an evening with fellow professionals. Thursday\, August 20\, 2026 from 5:30-7:30 pm On the Thirty\, 14622 Ventura Blvd #112\, Sherman Oaks\, CA 91403     \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-uncovered-cancer-history/
CATEGORIES:Cavalier Associates Virtual Events
ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20251211T120000
DTEND;TZID=America/Los_Angeles:20251211T130000
DTSTAMP:20251211T231159Z
CREATED:20251030T153402Z
LAST-MODIFIED:20251211T231159Z
UID:30537-1765454400-1765458000@cavalierassociates.com
SUMMARY:The Evolving Landscape of Life Insurance Underwriting - Los Angeles
DESCRIPTION:About the EventJoin Cavalier Associates and NAIFA for drinks\, appetizers\, and a casual evening of networking with fellow insurance and financial professionals. The evening will include a focused 20-minute panel featuring long-term care specialists from Nationwide and OneAmerica. The panel will offer a brief look at how the long-term care planning conversation is changing and where current opportunities may exist. Discussion Topics Why long-term care is receiving renewed attentionReimbursement vs. indemnity benefits—and why the difference mattersUsing qualified assets in long-term care planningWhere LTC annuities may fit in today’s planning conversationsFeatured Speakers David Beas — Life Marketing Consultant\, Cavalier AssociatesJen Wagoner — Regional Account Director\, Care Solutions Sales Distribution\, OneAmericaChris Chertboonmuang — Regional Vice President\, NationwideWho Should Attend Insurance and financial professionals who work with pre-retirees and retirees\, including professionals focused on life insurance\, long-term care\, disability\, annuities\, and financial planning. Come ready to connect\, learn\, and enjoy an evening with fellow professionals. Thursday\, August 20\, 2026 from 5:30-7:30 pm On the Thirty\, 14622 Ventura Blvd #112\, Sherman Oaks\, CA 91403     \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-evolving-landscape-of-life-insurance-underwriting-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:20251210T120000
DTEND;TZID=America/Los_Angeles:20251210T130000
DTSTAMP:20251211T231222Z
CREATED:20251030T153402Z
LAST-MODIFIED:20251211T231222Z
UID:30520-1765368000-1765371600@cavalierassociates.com
SUMMARY:The Evolving Landscape of Life Insurance Underwriting - Glendale
DESCRIPTION:About the EventJoin Cavalier Associates and NAIFA for drinks\, appetizers\, and a casual evening of networking with fellow insurance and financial professionals. The evening will include a focused 20-minute panel featuring long-term care specialists from Nationwide and OneAmerica. The panel will offer a brief look at how the long-term care planning conversation is changing and where current opportunities may exist. Discussion Topics Why long-term care is receiving renewed attentionReimbursement vs. indemnity benefits—and why the difference mattersUsing qualified assets in long-term care planningWhere LTC annuities may fit in today’s planning conversationsFeatured Speakers David Beas — Life Marketing Consultant\, Cavalier AssociatesJen Wagoner — Regional Account Director\, Care Solutions Sales Distribution\, OneAmericaChris Chertboonmuang — Regional Vice President\, NationwideWho Should Attend Insurance and financial professionals who work with pre-retirees and retirees\, including professionals focused on life insurance\, long-term care\, disability\, annuities\, and financial planning. Come ready to connect\, learn\, and enjoy an evening with fellow professionals. Thursday\, August 20\, 2026 from 5:30-7:30 pm On the Thirty\, 14622 Ventura Blvd #112\, Sherman Oaks\, CA 91403     \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-evolving-landscape-of-life-insurance-underwriting-glendale/
LOCATION:Pardis\, Glendale\, 738 N Glendale Ave.\, Glendale\, CA\, 91206\, 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:20251209T120000
DTEND;TZID=America/Los_Angeles:20251209T130000
DTSTAMP:20251210T160935Z
CREATED:20251030T153402Z
LAST-MODIFIED:20251210T160935Z
UID:30503-1765281600-1765285200@cavalierassociates.com
SUMMARY:The Evolving Landscape of Life Insurance Underwriting - Costa Mesa
DESCRIPTION:About the EventJoin Cavalier Associates and NAIFA for drinks\, appetizers\, and a casual evening of networking with fellow insurance and financial professionals. The evening will include a focused 20-minute panel featuring long-term care specialists from Nationwide and OneAmerica. The panel will offer a brief look at how the long-term care planning conversation is changing and where current opportunities may exist. Discussion Topics Why long-term care is receiving renewed attentionReimbursement vs. indemnity benefits—and why the difference mattersUsing qualified assets in long-term care planningWhere LTC annuities may fit in today’s planning conversationsFeatured Speakers David Beas — Life Marketing Consultant\, Cavalier AssociatesJen Wagoner — Regional Account Director\, Care Solutions Sales Distribution\, OneAmericaChris Chertboonmuang — Regional Vice President\, NationwideWho Should Attend Insurance and financial professionals who work with pre-retirees and retirees\, including professionals focused on life insurance\, long-term care\, disability\, annuities\, and financial planning. Come ready to connect\, learn\, and enjoy an evening with fellow professionals. Thursday\, August 20\, 2026 from 5:30-7:30 pm On the Thirty\, 14622 Ventura Blvd #112\, Sherman Oaks\, CA 91403     \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-evolving-landscape-of-life-insurance-underwriting-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:20251106T100000
DTEND;TZID=America/Los_Angeles:20251106T110000
DTSTAMP:20251106T182544Z
CREATED:20250917T153043Z
LAST-MODIFIED:20251106T182544Z
UID:29804-1762423200-1762426800@cavalierassociates.com
SUMMARY:Stump the Underwriter - Real Cases\, Real Solutions with Chief Underwriting Officer Ken Turscak and Adam Cavalier
DESCRIPTION:About the EventJoin Cavalier Associates and NAIFA for drinks\, appetizers\, and a casual evening of networking with fellow insurance and financial professionals. The evening will include a focused 20-minute panel featuring long-term care specialists from Nationwide and OneAmerica. The panel will offer a brief look at how the long-term care planning conversation is changing and where current opportunities may exist. Discussion Topics Why long-term care is receiving renewed attentionReimbursement vs. indemnity benefits—and why the difference mattersUsing qualified assets in long-term care planningWhere LTC annuities may fit in today’s planning conversationsFeatured Speakers David Beas — Life Marketing Consultant\, Cavalier AssociatesJen Wagoner — Regional Account Director\, Care Solutions Sales Distribution\, OneAmericaChris Chertboonmuang — Regional Vice President\, NationwideWho Should Attend Insurance and financial professionals who work with pre-retirees and retirees\, including professionals focused on life insurance\, long-term care\, disability\, annuities\, and financial planning. Come ready to connect\, learn\, and enjoy an evening with fellow professionals. Thursday\, August 20\, 2026 from 5:30-7:30 pm On the Thirty\, 14622 Ventura Blvd #112\, Sherman Oaks\, CA 91403     \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-11-06-25/
CATEGORIES:Cavalier Associates Virtual Events
ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20251023T120000
DTEND;TZID=America/Los_Angeles:20251023T130000
DTSTAMP:20251023T204322Z
CREATED:20250910T183214Z
LAST-MODIFIED:20251023T204322Z
UID:29770-1761220800-1761224400@cavalierassociates.com
SUMMARY:The Modern LTC Playbook: Integrating Tax Incentives and Client Psychology - Costa Mesa
DESCRIPTION:About the EventJoin Cavalier Associates and NAIFA for drinks\, appetizers\, and a casual evening of networking with fellow insurance and financial professionals. The evening will include a focused 20-minute panel featuring long-term care specialists from Nationwide and OneAmerica. The panel will offer a brief look at how the long-term care planning conversation is changing and where current opportunities may exist. Discussion Topics Why long-term care is receiving renewed attentionReimbursement vs. indemnity benefits—and why the difference mattersUsing qualified assets in long-term care planningWhere LTC annuities may fit in today’s planning conversationsFeatured Speakers David Beas — Life Marketing Consultant\, Cavalier AssociatesJen Wagoner — Regional Account Director\, Care Solutions Sales Distribution\, OneAmericaChris Chertboonmuang — Regional Vice President\, NationwideWho Should Attend Insurance and financial professionals who work with pre-retirees and retirees\, including professionals focused on life insurance\, long-term care\, disability\, annuities\, and financial planning. Come ready to connect\, learn\, and enjoy an evening with fellow professionals. Thursday\, August 20\, 2026 from 5:30-7:30 pm On the Thirty\, 14622 Ventura Blvd #112\, Sherman Oaks\, CA 91403     \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-modern-ltc-playbook-integrating-tax-incentives-and-client-psychology-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:20251022T120000
DTEND;TZID=America/Los_Angeles:20251022T130000
DTSTAMP:20251022T213836Z
CREATED:20250910T191616Z
LAST-MODIFIED:20251022T213836Z
UID:29783-1761134400-1761138000@cavalierassociates.com
SUMMARY:The Modern LTC Playbook: Integrating Tax Incentives and Client Psychology - Los Angeles
DESCRIPTION:About the EventJoin Cavalier Associates and NAIFA for drinks\, appetizers\, and a casual evening of networking with fellow insurance and financial professionals. The evening will include a focused 20-minute panel featuring long-term care specialists from Nationwide and OneAmerica. The panel will offer a brief look at how the long-term care planning conversation is changing and where current opportunities may exist. Discussion Topics Why long-term care is receiving renewed attentionReimbursement vs. indemnity benefits—and why the difference mattersUsing qualified assets in long-term care planningWhere LTC annuities may fit in today’s planning conversationsFeatured Speakers David Beas — Life Marketing Consultant\, Cavalier AssociatesJen Wagoner — Regional Account Director\, Care Solutions Sales Distribution\, OneAmericaChris Chertboonmuang — Regional Vice President\, NationwideWho Should Attend Insurance and financial professionals who work with pre-retirees and retirees\, including professionals focused on life insurance\, long-term care\, disability\, annuities\, and financial planning. Come ready to connect\, learn\, and enjoy an evening with fellow professionals. Thursday\, August 20\, 2026 from 5:30-7:30 pm On the Thirty\, 14622 Ventura Blvd #112\, Sherman Oaks\, CA 91403     \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-modern-ltc-playbook-integrating-tax-incentives-and-client-psychology-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:20251016T100000
DTEND;TZID=America/Los_Angeles:20251016T110000
DTSTAMP:20251016T174602Z
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 EventJoin Cavalier Associates and NAIFA for drinks\, appetizers\, and a casual evening of networking with fellow insurance and financial professionals. The evening will include a focused 20-minute panel featuring long-term care specialists from Nationwide and OneAmerica. The panel will offer a brief look at how the long-term care planning conversation is changing and where current opportunities may exist. Discussion Topics Why long-term care is receiving renewed attentionReimbursement vs. indemnity benefits—and why the difference mattersUsing qualified assets in long-term care planningWhere LTC annuities may fit in today’s planning conversationsFeatured Speakers David Beas — Life Marketing Consultant\, Cavalier AssociatesJen Wagoner — Regional Account Director\, Care Solutions Sales Distribution\, OneAmericaChris Chertboonmuang — Regional Vice President\, NationwideWho Should Attend Insurance and financial professionals who work with pre-retirees and retirees\, including professionals focused on life insurance\, long-term care\, disability\, annuities\, and financial planning. Come ready to connect\, learn\, and enjoy an evening with fellow professionals. Thursday\, August 20\, 2026 from 5:30-7:30 pm On the Thirty\, 14622 Ventura Blvd #112\, Sherman Oaks\, CA 91403     \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:20250702T205025Z
CREATED:20250701T211918Z
LAST-MODIFIED:20250702T205025Z
UID:28659-1758796200-1758843000@cavalierassociates.com
SUMMARY:DI 101: Objections: What might come up?
DESCRIPTION:About the EventJoin Cavalier Associates and NAIFA for drinks\, appetizers\, and a casual evening of networking with fellow insurance and financial professionals. The evening will include a focused 20-minute panel featuring long-term care specialists from Nationwide and OneAmerica. The panel will offer a brief look at how the long-term care planning conversation is changing and where current opportunities may exist. Discussion Topics Why long-term care is receiving renewed attentionReimbursement vs. indemnity benefits—and why the difference mattersUsing qualified assets in long-term care planningWhere LTC annuities may fit in today’s planning conversationsFeatured Speakers David Beas — Life Marketing Consultant\, Cavalier AssociatesJen Wagoner — Regional Account Director\, Care Solutions Sales Distribution\, OneAmericaChris Chertboonmuang — Regional Vice President\, NationwideWho Should Attend Insurance and financial professionals who work with pre-retirees and retirees\, including professionals focused on life insurance\, long-term care\, disability\, annuities\, and financial planning. Come ready to connect\, learn\, and enjoy an evening with fellow professionals. Thursday\, August 20\, 2026 from 5:30-7:30 pm On the Thirty\, 14622 Ventura Blvd #112\, Sherman Oaks\, CA 91403     \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:20250918T173919Z
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 EventJoin Cavalier Associates and NAIFA for drinks\, appetizers\, and a casual evening of networking with fellow insurance and financial professionals. The evening will include a focused 20-minute panel featuring long-term care specialists from Nationwide and OneAmerica. The panel will offer a brief look at how the long-term care planning conversation is changing and where current opportunities may exist. Discussion Topics Why long-term care is receiving renewed attentionReimbursement vs. indemnity benefits—and why the difference mattersUsing qualified assets in long-term care planningWhere LTC annuities may fit in today’s planning conversationsFeatured Speakers David Beas — Life Marketing Consultant\, Cavalier AssociatesJen Wagoner — Regional Account Director\, Care Solutions Sales Distribution\, OneAmericaChris Chertboonmuang — Regional Vice President\, NationwideWho Should Attend Insurance and financial professionals who work with pre-retirees and retirees\, including professionals focused on life insurance\, long-term care\, disability\, annuities\, and financial planning. Come ready to connect\, learn\, and enjoy an evening with fellow professionals. Thursday\, August 20\, 2026 from 5:30-7:30 pm On the Thirty\, 14622 Ventura Blvd #112\, Sherman Oaks\, CA 91403     \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:20250918T173836Z
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 EventJoin Cavalier Associates and NAIFA for drinks\, appetizers\, and a casual evening of networking with fellow insurance and financial professionals. The evening will include a focused 20-minute panel featuring long-term care specialists from Nationwide and OneAmerica. The panel will offer a brief look at how the long-term care planning conversation is changing and where current opportunities may exist. Discussion Topics Why long-term care is receiving renewed attentionReimbursement vs. indemnity benefits—and why the difference mattersUsing qualified assets in long-term care planningWhere LTC annuities may fit in today’s planning conversationsFeatured Speakers David Beas — Life Marketing Consultant\, Cavalier AssociatesJen Wagoner — Regional Account Director\, Care Solutions Sales Distribution\, OneAmericaChris Chertboonmuang — Regional Vice President\, NationwideWho Should Attend Insurance and financial professionals who work with pre-retirees and retirees\, including professionals focused on life insurance\, long-term care\, disability\, annuities\, and financial planning. Come ready to connect\, learn\, and enjoy an evening with fellow professionals. Thursday\, August 20\, 2026 from 5:30-7:30 pm On the Thirty\, 14622 Ventura Blvd #112\, Sherman Oaks\, CA 91403     \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:20250916T151743Z
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 EventJoin Cavalier Associates and NAIFA for drinks\, appetizers\, and a casual evening of networking with fellow insurance and financial professionals. The evening will include a focused 20-minute panel featuring long-term care specialists from Nationwide and OneAmerica. The panel will offer a brief look at how the long-term care planning conversation is changing and where current opportunities may exist. Discussion Topics Why long-term care is receiving renewed attentionReimbursement vs. indemnity benefits—and why the difference mattersUsing qualified assets in long-term care planningWhere LTC annuities may fit in today’s planning conversationsFeatured Speakers David Beas — Life Marketing Consultant\, Cavalier AssociatesJen Wagoner — Regional Account Director\, Care Solutions Sales Distribution\, OneAmericaChris Chertboonmuang — Regional Vice President\, NationwideWho Should Attend Insurance and financial professionals who work with pre-retirees and retirees\, including professionals focused on life insurance\, long-term care\, disability\, annuities\, and financial planning. Come ready to connect\, learn\, and enjoy an evening with fellow professionals. Thursday\, August 20\, 2026 from 5:30-7:30 pm On the Thirty\, 14622 Ventura Blvd #112\, Sherman Oaks\, CA 91403     \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:20250916T151728Z
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 EventJoin Cavalier Associates and NAIFA for drinks\, appetizers\, and a casual evening of networking with fellow insurance and financial professionals. The evening will include a focused 20-minute panel featuring long-term care specialists from Nationwide and OneAmerica. The panel will offer a brief look at how the long-term care planning conversation is changing and where current opportunities may exist. Discussion Topics Why long-term care is receiving renewed attentionReimbursement vs. indemnity benefits—and why the difference mattersUsing qualified assets in long-term care planningWhere LTC annuities may fit in today’s planning conversationsFeatured Speakers David Beas — Life Marketing Consultant\, Cavalier AssociatesJen Wagoner — Regional Account Director\, Care Solutions Sales Distribution\, OneAmericaChris Chertboonmuang — Regional Vice President\, NationwideWho Should Attend Insurance and financial professionals who work with pre-retirees and retirees\, including professionals focused on life insurance\, long-term care\, disability\, annuities\, and financial planning. Come ready to connect\, learn\, and enjoy an evening with fellow professionals. Thursday\, August 20\, 2026 from 5:30-7:30 pm On the Thirty\, 14622 Ventura Blvd #112\, Sherman Oaks\, CA 91403     \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:20250911T185919Z
CREATED:20250701T203026Z
LAST-MODIFIED:20250911T185919Z
UID:28628-1757586600-1757633400@cavalierassociates.com
SUMMARY:DI 101: Exploring the Basics
DESCRIPTION:About the EventJoin Cavalier Associates and NAIFA for drinks\, appetizers\, and a casual evening of networking with fellow insurance and financial professionals. The evening will include a focused 20-minute panel featuring long-term care specialists from Nationwide and OneAmerica. The panel will offer a brief look at how the long-term care planning conversation is changing and where current opportunities may exist. Discussion Topics Why long-term care is receiving renewed attentionReimbursement vs. indemnity benefits—and why the difference mattersUsing qualified assets in long-term care planningWhere LTC annuities may fit in today’s planning conversationsFeatured Speakers David Beas — Life Marketing Consultant\, Cavalier AssociatesJen Wagoner — Regional Account Director\, Care Solutions Sales Distribution\, OneAmericaChris Chertboonmuang — Regional Vice President\, NationwideWho Should Attend Insurance and financial professionals who work with pre-retirees and retirees\, including professionals focused on life insurance\, long-term care\, disability\, annuities\, and financial planning. Come ready to connect\, learn\, and enjoy an evening with fellow professionals. Thursday\, August 20\, 2026 from 5:30-7:30 pm On the Thirty\, 14622 Ventura Blvd #112\, Sherman Oaks\, CA 91403     \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:20250910T205621Z
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 EventJoin Cavalier Associates and NAIFA for drinks\, appetizers\, and a casual evening of networking with fellow insurance and financial professionals. The evening will include a focused 20-minute panel featuring long-term care specialists from Nationwide and OneAmerica. The panel will offer a brief look at how the long-term care planning conversation is changing and where current opportunities may exist. Discussion Topics Why long-term care is receiving renewed attentionReimbursement vs. indemnity benefits—and why the difference mattersUsing qualified assets in long-term care planningWhere LTC annuities may fit in today’s planning conversationsFeatured Speakers David Beas — Life Marketing Consultant\, Cavalier AssociatesJen Wagoner — Regional Account Director\, Care Solutions Sales Distribution\, OneAmericaChris Chertboonmuang — Regional Vice President\, NationwideWho Should Attend Insurance and financial professionals who work with pre-retirees and retirees\, including professionals focused on life insurance\, long-term care\, disability\, annuities\, and financial planning. Come ready to connect\, learn\, and enjoy an evening with fellow professionals. Thursday\, August 20\, 2026 from 5:30-7:30 pm On the Thirty\, 14622 Ventura Blvd #112\, Sherman Oaks\, CA 91403     \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:20250820T170314Z
CREATED:20250729T194224Z
LAST-MODIFIED:20250820T170314Z
UID:28780-1755691200-1755694800@cavalierassociates.com
SUMMARY:How to Identify Life Insurance Replacements\, Multi-Generational Wealth Building\, and IUL Built for Small Business
DESCRIPTION:About the EventJoin Cavalier Associates and NAIFA for drinks\, appetizers\, and a casual evening of networking with fellow insurance and financial professionals. The evening will include a focused 20-minute panel featuring long-term care specialists from Nationwide and OneAmerica. The panel will offer a brief look at how the long-term care planning conversation is changing and where current opportunities may exist. Discussion Topics Why long-term care is receiving renewed attentionReimbursement vs. indemnity benefits—and why the difference mattersUsing qualified assets in long-term care planningWhere LTC annuities may fit in today’s planning conversationsFeatured Speakers David Beas — Life Marketing Consultant\, Cavalier AssociatesJen Wagoner — Regional Account Director\, Care Solutions Sales Distribution\, OneAmericaChris Chertboonmuang — Regional Vice President\, NationwideWho Should Attend Insurance and financial professionals who work with pre-retirees and retirees\, including professionals focused on life insurance\, long-term care\, disability\, annuities\, and financial planning. Come ready to connect\, learn\, and enjoy an evening with fellow professionals. Thursday\, August 20\, 2026 from 5:30-7:30 pm On the Thirty\, 14622 Ventura Blvd #112\, Sherman Oaks\, CA 91403     \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:20250820T170245Z
CREATED:20250729T172924Z
LAST-MODIFIED:20250820T170245Z
UID:28759-1755604800-1755608400@cavalierassociates.com
SUMMARY:How to Identify Life Insurance Replacements\, Multi-Generational Wealth Building\, and IUL Built for Small Business
DESCRIPTION:About the EventJoin Cavalier Associates and NAIFA for drinks\, appetizers\, and a casual evening of networking with fellow insurance and financial professionals. The evening will include a focused 20-minute panel featuring long-term care specialists from Nationwide and OneAmerica. The panel will offer a brief look at how the long-term care planning conversation is changing and where current opportunities may exist. Discussion Topics Why long-term care is receiving renewed attentionReimbursement vs. indemnity benefits—and why the difference mattersUsing qualified assets in long-term care planningWhere LTC annuities may fit in today’s planning conversationsFeatured Speakers David Beas — Life Marketing Consultant\, Cavalier AssociatesJen Wagoner — Regional Account Director\, Care Solutions Sales Distribution\, OneAmericaChris Chertboonmuang — Regional Vice President\, NationwideWho Should Attend Insurance and financial professionals who work with pre-retirees and retirees\, including professionals focused on life insurance\, long-term care\, disability\, annuities\, and financial planning. Come ready to connect\, learn\, and enjoy an evening with fellow professionals. Thursday\, August 20\, 2026 from 5:30-7:30 pm On the Thirty\, 14622 Ventura Blvd #112\, Sherman Oaks\, CA 91403     \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:20260309T204450Z
CREATED:20260309T204450Z
LAST-MODIFIED:20260309T204450Z
UID:31102-1755171000-1755174600@cavalierassociates.com
SUMMARY:The 2025 IRA Revolution: Ed Slott's Guide to Turning Tax Challenges into Maximum Client Value Copy
DESCRIPTION:About the EventJoin Cavalier Associates and NAIFA for drinks\, appetizers\, and a casual evening of networking with fellow insurance and financial professionals. The evening will include a focused 20-minute panel featuring long-term care specialists from Nationwide and OneAmerica. The panel will offer a brief look at how the long-term care planning conversation is changing and where current opportunities may exist. Discussion Topics Why long-term care is receiving renewed attentionReimbursement vs. indemnity benefits—and why the difference mattersUsing qualified assets in long-term care planningWhere LTC annuities may fit in today’s planning conversationsFeatured Speakers David Beas — Life Marketing Consultant\, Cavalier AssociatesJen Wagoner — Regional Account Director\, Care Solutions Sales Distribution\, OneAmericaChris Chertboonmuang — Regional Vice President\, NationwideWho Should Attend Insurance and financial professionals who work with pre-retirees and retirees\, including professionals focused on life insurance\, long-term care\, disability\, annuities\, and financial planning. Come ready to connect\, learn\, and enjoy an evening with fellow professionals. Thursday\, August 20\, 2026 from 5:30-7:30 pm On the Thirty\, 14622 Ventura Blvd #112\, Sherman Oaks\, CA 91403     \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:20260309T204446Z
CREATED:20260309T204446Z
LAST-MODIFIED:20260309T204446Z
UID:31099-1755171000-1755174600@cavalierassociates.com
SUMMARY:The 2025 IRA Revolution: Ed Slott's Guide to Turning Tax Challenges into Maximum Client Value Copy
DESCRIPTION:About the EventJoin Cavalier Associates and NAIFA for drinks\, appetizers\, and a casual evening of networking with fellow insurance and financial professionals. The evening will include a focused 20-minute panel featuring long-term care specialists from Nationwide and OneAmerica. The panel will offer a brief look at how the long-term care planning conversation is changing and where current opportunities may exist. Discussion Topics Why long-term care is receiving renewed attentionReimbursement vs. indemnity benefits—and why the difference mattersUsing qualified assets in long-term care planningWhere LTC annuities may fit in today’s planning conversationsFeatured Speakers David Beas — Life Marketing Consultant\, Cavalier AssociatesJen Wagoner — Regional Account Director\, Care Solutions Sales Distribution\, OneAmericaChris Chertboonmuang — Regional Vice President\, NationwideWho Should Attend Insurance and financial professionals who work with pre-retirees and retirees\, including professionals focused on life insurance\, long-term care\, disability\, annuities\, and financial planning. Come ready to connect\, learn\, and enjoy an evening with fellow professionals. Thursday\, August 20\, 2026 from 5:30-7:30 pm On the Thirty\, 14622 Ventura Blvd #112\, Sherman Oaks\, CA 91403     \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:20260309T204444Z
CREATED:20260309T204444Z
LAST-MODIFIED:20260309T204444Z
UID:31096-1755171000-1755174600@cavalierassociates.com
SUMMARY:The 2025 IRA Revolution: Ed Slott's Guide to Turning Tax Challenges into Maximum Client Value Copy
DESCRIPTION:About the EventJoin Cavalier Associates and NAIFA for drinks\, appetizers\, and a casual evening of networking with fellow insurance and financial professionals. The evening will include a focused 20-minute panel featuring long-term care specialists from Nationwide and OneAmerica. The panel will offer a brief look at how the long-term care planning conversation is changing and where current opportunities may exist. Discussion Topics Why long-term care is receiving renewed attentionReimbursement vs. indemnity benefits—and why the difference mattersUsing qualified assets in long-term care planningWhere LTC annuities may fit in today’s planning conversationsFeatured Speakers David Beas — Life Marketing Consultant\, Cavalier AssociatesJen Wagoner — Regional Account Director\, Care Solutions Sales Distribution\, OneAmericaChris Chertboonmuang — Regional Vice President\, NationwideWho Should Attend Insurance and financial professionals who work with pre-retirees and retirees\, including professionals focused on life insurance\, long-term care\, disability\, annuities\, and financial planning. Come ready to connect\, learn\, and enjoy an evening with fellow professionals. Thursday\, August 20\, 2026 from 5:30-7:30 pm On the Thirty\, 14622 Ventura Blvd #112\, Sherman Oaks\, CA 91403     \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:20260309T204438Z
CREATED:20260309T204437Z
LAST-MODIFIED:20260309T204438Z
UID:31093-1755171000-1755174600@cavalierassociates.com
SUMMARY:The 2025 IRA Revolution: Ed Slott's Guide to Turning Tax Challenges into Maximum Client Value Copy
DESCRIPTION:About the EventJoin Cavalier Associates and NAIFA for drinks\, appetizers\, and a casual evening of networking with fellow insurance and financial professionals. The evening will include a focused 20-minute panel featuring long-term care specialists from Nationwide and OneAmerica. The panel will offer a brief look at how the long-term care planning conversation is changing and where current opportunities may exist. Discussion Topics Why long-term care is receiving renewed attentionReimbursement vs. indemnity benefits—and why the difference mattersUsing qualified assets in long-term care planningWhere LTC annuities may fit in today’s planning conversationsFeatured Speakers David Beas — Life Marketing Consultant\, Cavalier AssociatesJen Wagoner — Regional Account Director\, Care Solutions Sales Distribution\, OneAmericaChris Chertboonmuang — Regional Vice President\, NationwideWho Should Attend Insurance and financial professionals who work with pre-retirees and retirees\, including professionals focused on life insurance\, long-term care\, disability\, annuities\, and financial planning. Come ready to connect\, learn\, and enjoy an evening with fellow professionals. Thursday\, August 20\, 2026 from 5:30-7:30 pm On the Thirty\, 14622 Ventura Blvd #112\, Sherman Oaks\, CA 91403     \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:20260309T204436Z
CREATED:20260309T204435Z
LAST-MODIFIED:20260309T204436Z
UID:31090-1755171000-1755174600@cavalierassociates.com
SUMMARY:The 2025 IRA Revolution: Ed Slott's Guide to Turning Tax Challenges into Maximum Client Value Copy
DESCRIPTION:About the EventJoin Cavalier Associates and NAIFA for drinks\, appetizers\, and a casual evening of networking with fellow insurance and financial professionals. The evening will include a focused 20-minute panel featuring long-term care specialists from Nationwide and OneAmerica. The panel will offer a brief look at how the long-term care planning conversation is changing and where current opportunities may exist. Discussion Topics Why long-term care is receiving renewed attentionReimbursement vs. indemnity benefits—and why the difference mattersUsing qualified assets in long-term care planningWhere LTC annuities may fit in today’s planning conversationsFeatured Speakers David Beas — Life Marketing Consultant\, Cavalier AssociatesJen Wagoner — Regional Account Director\, Care Solutions Sales Distribution\, OneAmericaChris Chertboonmuang — Regional Vice President\, NationwideWho Should Attend Insurance and financial professionals who work with pre-retirees and retirees\, including professionals focused on life insurance\, long-term care\, disability\, annuities\, and financial planning. Come ready to connect\, learn\, and enjoy an evening with fellow professionals. Thursday\, August 20\, 2026 from 5:30-7:30 pm On the Thirty\, 14622 Ventura Blvd #112\, Sherman Oaks\, CA 91403     \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:20260309T204432Z
CREATED:20260309T204432Z
LAST-MODIFIED:20260309T204432Z
UID:31084-1755171000-1755174600@cavalierassociates.com
SUMMARY:The 2025 IRA Revolution: Ed Slott's Guide to Turning Tax Challenges into Maximum Client Value Copy
DESCRIPTION:About the EventJoin Cavalier Associates and NAIFA for drinks\, appetizers\, and a casual evening of networking with fellow insurance and financial professionals. The evening will include a focused 20-minute panel featuring long-term care specialists from Nationwide and OneAmerica. The panel will offer a brief look at how the long-term care planning conversation is changing and where current opportunities may exist. Discussion Topics Why long-term care is receiving renewed attentionReimbursement vs. indemnity benefits—and why the difference mattersUsing qualified assets in long-term care planningWhere LTC annuities may fit in today’s planning conversationsFeatured Speakers David Beas — Life Marketing Consultant\, Cavalier AssociatesJen Wagoner — Regional Account Director\, Care Solutions Sales Distribution\, OneAmericaChris Chertboonmuang — Regional Vice President\, NationwideWho Should Attend Insurance and financial professionals who work with pre-retirees and retirees\, including professionals focused on life insurance\, long-term care\, disability\, annuities\, and financial planning. Come ready to connect\, learn\, and enjoy an evening with fellow professionals. Thursday\, August 20\, 2026 from 5:30-7:30 pm On the Thirty\, 14622 Ventura Blvd #112\, Sherman Oaks\, CA 91403     \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
END:VCALENDAR