BEGIN:VCALENDAR
VERSION:2.0
PRODID:-//Cavalier Associates - ECPv6.17.5//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
BEGIN:DAYLIGHT
TZOFFSETFROM:-0800
TZOFFSETTO:-0700
TZNAME:PDT
DTSTART:20270314T100000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0700
TZOFFSETTO:-0800
TZNAME:PST
DTSTART:20271107T090000
END:STANDARD
END:VTIMEZONE
BEGIN:VTIMEZONE
TZID:America/New_York
BEGIN:DAYLIGHT
TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20250309T070000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20251102T060000
END:STANDARD
BEGIN:DAYLIGHT
TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20260308T070000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20261101T060000
END:STANDARD
BEGIN:DAYLIGHT
TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20270314T070000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20271107T060000
END:STANDARD
END:VTIMEZONE
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20260721T110000
DTEND;TZID=America/Los_Angeles:20260721T120000
DTSTAMP:20260721T215833Z
CREATED:20260706T204630Z
LAST-MODIFIED:20260721T215833Z
UID:31554-1784631600-1784635200@cavalierassociates.com
SUMMARY:The 3 Burdens of LTC — and the Rollover Strategy Most Advisors Miss
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-3-burdens-of-ltc-and-the-rollover-strategy-most-advisors-miss/
LOCATION:Virtual Event
CATEGORIES:Cavalier Associates Virtual Events
ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20260625T120000
DTEND;TZID=America/Los_Angeles:20260625T133000
DTSTAMP:20260625T194420Z
CREATED:20260602T162603Z
LAST-MODIFIED:20260625T194420Z
UID:31394-1782388800-1782394200@cavalierassociates.com
SUMMARY:Business Lifecycle Planning
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/business-lifecycle-planning/
LOCATION:Paul Martin’s American Grill\, Rancho Cucamonga\, 12594 N Mainstreet\, Rancho Cucamonga\, CA\, 91739\, 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:20260604T103000
DTEND;TZID=America/Los_Angeles:20260604T113000
DTSTAMP:20260604T190053Z
CREATED:20260414T224240Z
LAST-MODIFIED:20260604T190053Z
UID:31176-1780569000-1780572600@cavalierassociates.com
SUMMARY:Nationwide’s Care Matters Annuity
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/nationwides-care-matters-annuity/
CATEGORIES:Cavalier Associates Virtual Events
ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20260528T100000
DTEND;TZID=America/Los_Angeles:20260528T110000
DTSTAMP:20260528T173104Z
CREATED:20260209T223152Z
LAST-MODIFIED:20260528T173104Z
UID:30979-1779962400-1779966000@cavalierassociates.com
SUMMARY:Underwriting Uncovered - Diabetes: Mild\, Moderate\, & Severe Risk Classes
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/diabetes-mild-moderate-severe-risk-classes/
CATEGORIES:Cavalier Associates Virtual Events
ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20260506T113000
DTEND;TZID=America/Los_Angeles:20260506T130000
DTSTAMP:20260506T214439Z
CREATED:20260408T221602Z
LAST-MODIFIED:20260506T214439Z
UID:31162-1778067000-1778072400@cavalierassociates.com
SUMMARY:The Math of Living Longer: 10 Ways to Transform Case Design - 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-math-of-living-longer-10-ways-to-transform-case-design-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:20260505T113000
DTEND;TZID=America/Los_Angeles:20260505T130000
DTSTAMP:20260505T200502Z
CREATED:20260408T221602Z
LAST-MODIFIED:20260505T200502Z
UID:31145-1777980600-1777986000@cavalierassociates.com
SUMMARY:The Math of Living Longer: 10 Ways to Transform Case Design - 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-math-of-living-longer-10-ways-to-transform-case-design-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:20260430T093000
DTEND;TZID=America/Los_Angeles:20260430T110000
DTSTAMP:20260310T155229Z
CREATED:20260309T204452Z
LAST-MODIFIED:20260310T155229Z
UID:31105-1777541400-1777546800@cavalierassociates.com
SUMMARY:Leveraging Large IRAs: Three Wins for Clients\, Heirs\, and Financial Professionals
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/leveraging-large-iras-three-wins-for-clients-heirs-and-financial-professionals/
CATEGORIES:Cavalier Associates Virtual Events
ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20260326T120000
DTEND;TZID=America/Los_Angeles:20260326T130000
DTSTAMP:20260330T145710Z
CREATED:20260303T210349Z
LAST-MODIFIED:20260330T145710Z
UID:31055-1774526400-1774530000@cavalierassociates.com
SUMMARY:Dueling Underwriters: The Algorithm vs The Advocate - El Segundo
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-el-segundo/
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:20260325T170000
DTEND;TZID=America/Los_Angeles:20260325T183000
DTSTAMP:20260330T145656Z
CREATED:20260226T182524Z
LAST-MODIFIED:20260330T145656Z
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
END:VCALENDAR