BEGIN:VCALENDAR VERSION:2.0 PRODID:-//Cavalier Associates - ECPv6.15.20//NONSGML v1.0//EN CALSCALE:GREGORIAN METHOD:PUBLISH X-ORIGINAL-URL:https://cavalierassociates.com X-WR-CALDESC:Events for Cavalier Associates REFRESH-INTERVAL;VALUE=DURATION:PT1H X-Robots-Tag:noindex X-PUBLISHED-TTL:PT1H BEGIN:VTIMEZONE TZID:America/Los_Angeles BEGIN:DAYLIGHT TZOFFSETFROM:-0800 TZOFFSETTO:-0700 TZNAME:PDT DTSTART:20250309T100000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0700 TZOFFSETTO:-0800 TZNAME:PST DTSTART:20251102T090000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0800 TZOFFSETTO:-0700 TZNAME:PDT DTSTART:20260308T100000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0700 TZOFFSETTO:-0800 TZNAME:PST DTSTART:20261101T090000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0800 TZOFFSETTO:-0700 TZNAME:PDT DTSTART:20270314T100000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0700 TZOFFSETTO:-0800 TZNAME:PST DTSTART:20271107T090000 END:STANDARD END:VTIMEZONE BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20260505T113000 DTEND;TZID=America/Los_Angeles:20260505T130000 DTSTAMP:20260503T145201 CREATED:20260408T221602Z LAST-MODIFIED:20260408T221602Z UID:31145-1777980600-1777986000@cavalierassociates.com SUMMARY:The Math of Living Longer: 10 Ways to Transform Case Design - Costa Mesa DESCRIPTION:About the EventNavigating the Perfect Storm of Opportunity for Financial Professionals.Join America’s IRA authority\, Ed Slott\, CPA for a high-impact session revealing the strategies every financial professional should have to help maximize retirement tax planning opportunities in 2025 and beyond. This presentation will equip you to help:Deliver value to clientsSafeguard retirement savings from tax increasesGrow by solving key client issuesAdapt to changing regulationsOffer solutions for top retirement concernsZoom: Link provided upon registration. Speakers: Ed Slott\, CPA\,President\, Ed Slott & Company\, LLCAndrew Rinn\, AVP\, Advanced Sales Strategy\, North AmericanDisclosures:Ed Slott is not an employee of North American. The opinions and ideas expressed by him are his own and not necessarily those of North American or its affiliates. North American does not endorse or promote these opinions and ideas. Information contained herein has been obtained from sources believed to be reliable\, but not guaranteed as to accuracy. All presentations are for agent representative use only and cannot be used\, in whole or part\, with consumers. The views and opinions expressed by Andrew are his views and opinions as an individual and do not reflect the views and opinions of North American Company for Life and Health Insurance®. Neither North American nor its agents give tax advice. Please advise your customers to consult with and rely on a qualified legal or tax advisor before entering into or paying additional premiums with respect to such arrangements. Advantage Insurance Network and their affiliated agencies are independently contracted with North American Company for Life and Health Insurance. Sammons Financial® is the marketing name for Sammons® Financial Group\, Inc.’s member companies\, including North American Company for Life and Health Insurance.® Annuities and life insurance are issued by\, and product guarantees are solely the responsibility of\, North American Company for Life and Health Insurance. \n\n \n \n \n\n \n Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com URL:https://cavalierassociates.com/event/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:20260506T113000 DTEND;TZID=America/Los_Angeles:20260506T130000 DTSTAMP:20260503T145201 CREATED:20260408T221602Z LAST-MODIFIED:20260408T221602Z UID:31162-1778067000-1778072400@cavalierassociates.com SUMMARY:The Math of Living Longer: 10 Ways to Transform Case Design - Los Angeles DESCRIPTION:About the EventNavigating the Perfect Storm of Opportunity for Financial Professionals.Join America’s IRA authority\, Ed Slott\, CPA for a high-impact session revealing the strategies every financial professional should have to help maximize retirement tax planning opportunities in 2025 and beyond. This presentation will equip you to help:Deliver value to clientsSafeguard retirement savings from tax increasesGrow by solving key client issuesAdapt to changing regulationsOffer solutions for top retirement concernsZoom: Link provided upon registration. Speakers: Ed Slott\, CPA\,President\, Ed Slott & Company\, LLCAndrew Rinn\, AVP\, Advanced Sales Strategy\, North AmericanDisclosures:Ed Slott is not an employee of North American. The opinions and ideas expressed by him are his own and not necessarily those of North American or its affiliates. North American does not endorse or promote these opinions and ideas. Information contained herein has been obtained from sources believed to be reliable\, but not guaranteed as to accuracy. All presentations are for agent representative use only and cannot be used\, in whole or part\, with consumers. The views and opinions expressed by Andrew are his views and opinions as an individual and do not reflect the views and opinions of North American Company for Life and Health Insurance®. Neither North American nor its agents give tax advice. Please advise your customers to consult with and rely on a qualified legal or tax advisor before entering into or paying additional premiums with respect to such arrangements. Advantage Insurance Network and their affiliated agencies are independently contracted with North American Company for Life and Health Insurance. Sammons Financial® is the marketing name for Sammons® Financial Group\, Inc.’s member companies\, including North American Company for Life and Health Insurance.® Annuities and life insurance are issued by\, and product guarantees are solely the responsibility of\, North American Company for Life and Health Insurance. \n\n \n \n \n\n \n Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com URL:https://cavalierassociates.com/event/the-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:20260528T100000 DTEND;TZID=America/Los_Angeles:20260528T110000 DTSTAMP:20260503T145201 CREATED:20260209T223152Z LAST-MODIFIED:20260414T215656Z UID:30979-1779962400-1779966000@cavalierassociates.com SUMMARY:Underwriting Uncovered - Diabetes: Mild\, Moderate\, & Severe Risk Classes DESCRIPTION:About the EventNavigating the Perfect Storm of Opportunity for Financial Professionals.Join America’s IRA authority\, Ed Slott\, CPA for a high-impact session revealing the strategies every financial professional should have to help maximize retirement tax planning opportunities in 2025 and beyond. This presentation will equip you to help:Deliver value to clientsSafeguard retirement savings from tax increasesGrow by solving key client issuesAdapt to changing regulationsOffer solutions for top retirement concernsZoom: Link provided upon registration. Speakers: Ed Slott\, CPA\,President\, Ed Slott & Company\, LLCAndrew Rinn\, AVP\, Advanced Sales Strategy\, North AmericanDisclosures:Ed Slott is not an employee of North American. The opinions and ideas expressed by him are his own and not necessarily those of North American or its affiliates. North American does not endorse or promote these opinions and ideas. Information contained herein has been obtained from sources believed to be reliable\, but not guaranteed as to accuracy. All presentations are for agent representative use only and cannot be used\, in whole or part\, with consumers. The views and opinions expressed by Andrew are his views and opinions as an individual and do not reflect the views and opinions of North American Company for Life and Health Insurance®. Neither North American nor its agents give tax advice. Please advise your customers to consult with and rely on a qualified legal or tax advisor before entering into or paying additional premiums with respect to such arrangements. Advantage Insurance Network and their affiliated agencies are independently contracted with North American Company for Life and Health Insurance. Sammons Financial® is the marketing name for Sammons® Financial Group\, Inc.’s member companies\, including North American Company for Life and Health Insurance.® Annuities and life insurance are issued by\, and product guarantees are solely the responsibility of\, North American Company for Life and Health Insurance. \n\n \n \n \n\n \n Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com URL:https://cavalierassociates.com/event/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:20260604T103000 DTEND;TZID=America/Los_Angeles:20260604T113000 DTSTAMP:20260503T145201 CREATED:20260414T224240Z LAST-MODIFIED:20260415T162955Z UID:31176-1780569000-1780572600@cavalierassociates.com SUMMARY:Nationwide’s Care Matters Annuity DESCRIPTION:About the EventNavigating the Perfect Storm of Opportunity for Financial Professionals.Join America’s IRA authority\, Ed Slott\, CPA for a high-impact session revealing the strategies every financial professional should have to help maximize retirement tax planning opportunities in 2025 and beyond. This presentation will equip you to help:Deliver value to clientsSafeguard retirement savings from tax increasesGrow by solving key client issuesAdapt to changing regulationsOffer solutions for top retirement concernsZoom: Link provided upon registration. Speakers: Ed Slott\, CPA\,President\, Ed Slott & Company\, LLCAndrew Rinn\, AVP\, Advanced Sales Strategy\, North AmericanDisclosures:Ed Slott is not an employee of North American. The opinions and ideas expressed by him are his own and not necessarily those of North American or its affiliates. North American does not endorse or promote these opinions and ideas. Information contained herein has been obtained from sources believed to be reliable\, but not guaranteed as to accuracy. All presentations are for agent representative use only and cannot be used\, in whole or part\, with consumers. The views and opinions expressed by Andrew are his views and opinions as an individual and do not reflect the views and opinions of North American Company for Life and Health Insurance®. Neither North American nor its agents give tax advice. Please advise your customers to consult with and rely on a qualified legal or tax advisor before entering into or paying additional premiums with respect to such arrangements. Advantage Insurance Network and their affiliated agencies are independently contracted with North American Company for Life and Health Insurance. Sammons Financial® is the marketing name for Sammons® Financial Group\, Inc.’s member companies\, including North American Company for Life and Health Insurance.® Annuities and life insurance are issued by\, and product guarantees are solely the responsibility of\, North American Company for Life and Health Insurance. \n\n \n \n \n\n \n Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com URL:https://cavalierassociates.com/event/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:20260730T100000 DTEND;TZID=America/Los_Angeles:20260730T110000 DTSTAMP:20260503T145201 CREATED:20260330T225646Z LAST-MODIFIED:20260423T172630Z UID:31126-1785405600-1785409200@cavalierassociates.com SUMMARY:Underwriting Uncovered - Mental Health History: What's a Knockout vs. Manageable Risk DESCRIPTION:About the EventNavigating the Perfect Storm of Opportunity for Financial Professionals.Join America’s IRA authority\, Ed Slott\, CPA for a high-impact session revealing the strategies every financial professional should have to help maximize retirement tax planning opportunities in 2025 and beyond. This presentation will equip you to help:Deliver value to clientsSafeguard retirement savings from tax increasesGrow by solving key client issuesAdapt to changing regulationsOffer solutions for top retirement concernsZoom: Link provided upon registration. Speakers: Ed Slott\, CPA\,President\, Ed Slott & Company\, LLCAndrew Rinn\, AVP\, Advanced Sales Strategy\, North AmericanDisclosures:Ed Slott is not an employee of North American. The opinions and ideas expressed by him are his own and not necessarily those of North American or its affiliates. North American does not endorse or promote these opinions and ideas. Information contained herein has been obtained from sources believed to be reliable\, but not guaranteed as to accuracy. All presentations are for agent representative use only and cannot be used\, in whole or part\, with consumers. The views and opinions expressed by Andrew are his views and opinions as an individual and do not reflect the views and opinions of North American Company for Life and Health Insurance®. Neither North American nor its agents give tax advice. Please advise your customers to consult with and rely on a qualified legal or tax advisor before entering into or paying additional premiums with respect to such arrangements. Advantage Insurance Network and their affiliated agencies are independently contracted with North American Company for Life and Health Insurance. Sammons Financial® is the marketing name for Sammons® Financial Group\, Inc.’s member companies\, including North American Company for Life and Health Insurance.® Annuities and life insurance are issued by\, and product guarantees are solely the responsibility of\, North American Company for Life and Health Insurance. \n\n \n \n \n\n \n Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com URL:https://cavalierassociates.com/event/underwriting-uncovered-mental-health-history-whats-a-knockout-vs-manageable-risk/ CATEGORIES:Cavalier Associates Virtual Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT END:VCALENDAR