BEGIN:VCALENDAR VERSION:2.0 PRODID:-//Cavalier Associates - ECPv6.16.4.1//NONSGML v1.0//EN CALSCALE:GREGORIAN METHOD:PUBLISH X-WR-CALNAME:Cavalier Associates X-ORIGINAL-URL:https://cavalierassociates.com X-WR-CALDESC:Events for Cavalier Associates REFRESH-INTERVAL;VALUE=DURATION:PT1H X-Robots-Tag:noindex X-PUBLISHED-TTL:PT1H BEGIN:VTIMEZONE TZID:America/Los_Angeles BEGIN:DAYLIGHT TZOFFSETFROM:-0800 TZOFFSETTO:-0700 TZNAME:PDT DTSTART:20230312T100000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0700 TZOFFSETTO:-0800 TZNAME:PST DTSTART:20231105T090000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0800 TZOFFSETTO:-0700 TZNAME:PDT DTSTART:20240310T100000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0700 TZOFFSETTO:-0800 TZNAME:PST DTSTART:20241103T090000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0800 TZOFFSETTO:-0700 TZNAME:PDT DTSTART:20250309T100000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0700 TZOFFSETTO:-0800 TZNAME:PST DTSTART:20251102T090000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0800 TZOFFSETTO:-0700 TZNAME:PDT DTSTART:20260308T100000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0700 TZOFFSETTO:-0800 TZNAME:PST DTSTART:20261101T090000 END:STANDARD END:VTIMEZONE BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20250326T160000 DTEND;TZID=America/Los_Angeles:20250326T173000 DTSTAMP:20250326T143329Z CREATED:20250115T212028Z LAST-MODIFIED:20250326T143329Z UID:27956-1743004800-1743010200@cavalierassociates.com SUMMARY:Meet Ken Turscak: Underwriting Trends & Happy Hour DESCRIPTION:About the EventThis intimate\, advisor-only conversation is designed for professionals who want to move beyond traditional LTC planning and better understand how existing client assets can be repositioned to protect the broader balance sheet — without product dumps or canned presentations. Asset-based and hybrid LTC strategies are often misunderstood or overlooked in planning conversations. In this session\, we’ll walk through how these strategies apply in real-world advisory situations\, using assets you already manage\, while strengthening multi-generational client relationships. What You’ll Learn: Qualified Assets: Rolling unneeded qualified dollars to fund joint LTC benefits while passing assets in a tax-efficient mannerAsset Leverage: Repurposing appreciated legacy annuities into tax-free LTC solutionsMulti-Generational Planning: How LTC can serve as a bridge to the next generation of clientsFeatured Speakers David Cranfield\, Brokerage Director\, Cavalier AssociatesJordan Fields\, Regional Sales Director\, OneAmericaThursday\, February 26\, 2026 at 12:00pm Trio Bistro\, 7565 Kenwood Road\, Cincinnati\, OH 45236 Lunch Provided This is an intimate\, discussion-based format — not a large seminar.  \n\n \n \n \n\n \n Questions about the event?Reach out to Gabby Aguilar: 805-367-8667 | gabby@cavalierassociates.com URL:https://cavalierassociates.com/event/meet-ken-turscak-underwriting-trends-happy-hour/ LOCATION:View Restaurant\, Newport Beach\, 900 Newport Center Drive\, Newport Beach\, 92660\, 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:20250311T110000 DTEND;TZID=America/Los_Angeles:20250311T120000 DTSTAMP:20250311T205116Z CREATED:20250123T002417Z LAST-MODIFIED:20250311T205116Z UID:28051-1741690800-1741694400@cavalierassociates.com SUMMARY:Underwriting Evolution with Chief Underwriter\, Ken Turscak DESCRIPTION:About the EventThis intimate\, advisor-only conversation is designed for professionals who want to move beyond traditional LTC planning and better understand how existing client assets can be repositioned to protect the broader balance sheet — without product dumps or canned presentations. Asset-based and hybrid LTC strategies are often misunderstood or overlooked in planning conversations. In this session\, we’ll walk through how these strategies apply in real-world advisory situations\, using assets you already manage\, while strengthening multi-generational client relationships. What You’ll Learn: Qualified Assets: Rolling unneeded qualified dollars to fund joint LTC benefits while passing assets in a tax-efficient mannerAsset Leverage: Repurposing appreciated legacy annuities into tax-free LTC solutionsMulti-Generational Planning: How LTC can serve as a bridge to the next generation of clientsFeatured Speakers David Cranfield\, Brokerage Director\, Cavalier AssociatesJordan Fields\, Regional Sales Director\, OneAmericaThursday\, February 26\, 2026 at 12:00pm Trio Bistro\, 7565 Kenwood Road\, Cincinnati\, OH 45236 Lunch Provided This is an intimate\, discussion-based format — not a large seminar.  \n\n \n \n \n\n \n Questions about the event?Reach out to Gabby Aguilar: 805-367-8667 | gabby@cavalierassociates.com URL:https://cavalierassociates.com/event/underwriting-evolution-with-chief-underwriter-ken-turscak/ LOCATION:OH CATEGORIES:Cavalier Associates Virtual Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20250226T120000 DTEND;TZID=America/Los_Angeles:20250226T130000 DTSTAMP:20250226T201352Z CREATED:20250106T192906Z LAST-MODIFIED:20250226T201352Z UID:27923-1740571200-1740574800@cavalierassociates.com SUMMARY:LTC Planning Insights DESCRIPTION:About the EventThis intimate\, advisor-only conversation is designed for professionals who want to move beyond traditional LTC planning and better understand how existing client assets can be repositioned to protect the broader balance sheet — without product dumps or canned presentations. Asset-based and hybrid LTC strategies are often misunderstood or overlooked in planning conversations. In this session\, we’ll walk through how these strategies apply in real-world advisory situations\, using assets you already manage\, while strengthening multi-generational client relationships. What You’ll Learn: Qualified Assets: Rolling unneeded qualified dollars to fund joint LTC benefits while passing assets in a tax-efficient mannerAsset Leverage: Repurposing appreciated legacy annuities into tax-free LTC solutionsMulti-Generational Planning: How LTC can serve as a bridge to the next generation of clientsFeatured Speakers David Cranfield\, Brokerage Director\, Cavalier AssociatesJordan Fields\, Regional Sales Director\, OneAmericaThursday\, February 26\, 2026 at 12:00pm Trio Bistro\, 7565 Kenwood Road\, Cincinnati\, OH 45236 Lunch Provided This is an intimate\, discussion-based format — not a large seminar.  \n\n \n \n \n\n \n Questions about the event?Reach out to Gabby Aguilar: 805-367-8667 | gabby@cavalierassociates.com URL:https://cavalierassociates.com/event/ltc-planning-insights/ LOCATION:Celestino Ristorante\, Pasadena\, 141 S Lake Ave\, Pasadena\, CA\, 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:20250225T120000 DTEND;TZID=America/Los_Angeles:20250225T130000 DTSTAMP:20250225T163059Z CREATED:20241231T172126Z LAST-MODIFIED:20250225T163059Z UID:27905-1740484800-1740488400@cavalierassociates.com SUMMARY:Master LTC Planning Strategies - Irvine DESCRIPTION:About the EventThis intimate\, advisor-only conversation is designed for professionals who want to move beyond traditional LTC planning and better understand how existing client assets can be repositioned to protect the broader balance sheet — without product dumps or canned presentations. Asset-based and hybrid LTC strategies are often misunderstood or overlooked in planning conversations. In this session\, we’ll walk through how these strategies apply in real-world advisory situations\, using assets you already manage\, while strengthening multi-generational client relationships. What You’ll Learn: Qualified Assets: Rolling unneeded qualified dollars to fund joint LTC benefits while passing assets in a tax-efficient mannerAsset Leverage: Repurposing appreciated legacy annuities into tax-free LTC solutionsMulti-Generational Planning: How LTC can serve as a bridge to the next generation of clientsFeatured Speakers David Cranfield\, Brokerage Director\, Cavalier AssociatesJordan Fields\, Regional Sales Director\, OneAmericaThursday\, February 26\, 2026 at 12:00pm Trio Bistro\, 7565 Kenwood Road\, Cincinnati\, OH 45236 Lunch Provided This is an intimate\, discussion-based format — not a large seminar.  \n\n \n \n \n\n \n Questions about the event?Reach out to Gabby Aguilar: 805-367-8667 | gabby@cavalierassociates.com URL:https://cavalierassociates.com/event/master-ltc-planning-strategies-irvine/ 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:20250204T110000 DTEND;TZID=America/Los_Angeles:20250204T120000 DTSTAMP:20250204T212332Z CREATED:20241231T172101Z LAST-MODIFIED:20250204T212332Z UID:27894-1738666800-1738670400@cavalierassociates.com SUMMARY:Master LTC Planning Strategies DESCRIPTION:About the EventThis intimate\, advisor-only conversation is designed for professionals who want to move beyond traditional LTC planning and better understand how existing client assets can be repositioned to protect the broader balance sheet — without product dumps or canned presentations. Asset-based and hybrid LTC strategies are often misunderstood or overlooked in planning conversations. In this session\, we’ll walk through how these strategies apply in real-world advisory situations\, using assets you already manage\, while strengthening multi-generational client relationships. What You’ll Learn: Qualified Assets: Rolling unneeded qualified dollars to fund joint LTC benefits while passing assets in a tax-efficient mannerAsset Leverage: Repurposing appreciated legacy annuities into tax-free LTC solutionsMulti-Generational Planning: How LTC can serve as a bridge to the next generation of clientsFeatured Speakers David Cranfield\, Brokerage Director\, Cavalier AssociatesJordan Fields\, Regional Sales Director\, OneAmericaThursday\, February 26\, 2026 at 12:00pm Trio Bistro\, 7565 Kenwood Road\, Cincinnati\, OH 45236 Lunch Provided This is an intimate\, discussion-based format — not a large seminar.  \n\n \n \n \n\n \n Questions about the event?Reach out to Gabby Aguilar: 805-367-8667 | gabby@cavalierassociates.com URL:https://cavalierassociates.com/event/master-ltc-planning-strategies/ LOCATION:OH CATEGORIES:Cavalier Associates Virtual Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20250128T110000 DTEND;TZID=America/Los_Angeles:20250128T120000 DTSTAMP:20250128T213842Z CREATED:20241223T235725Z LAST-MODIFIED:20250128T213842Z UID:27879-1738062000-1738065600@cavalierassociates.com SUMMARY:Global Wealth Planning Strategies DESCRIPTION:About the EventThis intimate\, advisor-only conversation is designed for professionals who want to move beyond traditional LTC planning and better understand how existing client assets can be repositioned to protect the broader balance sheet — without product dumps or canned presentations. Asset-based and hybrid LTC strategies are often misunderstood or overlooked in planning conversations. In this session\, we’ll walk through how these strategies apply in real-world advisory situations\, using assets you already manage\, while strengthening multi-generational client relationships. What You’ll Learn: Qualified Assets: Rolling unneeded qualified dollars to fund joint LTC benefits while passing assets in a tax-efficient mannerAsset Leverage: Repurposing appreciated legacy annuities into tax-free LTC solutionsMulti-Generational Planning: How LTC can serve as a bridge to the next generation of clientsFeatured Speakers David Cranfield\, Brokerage Director\, Cavalier AssociatesJordan Fields\, Regional Sales Director\, OneAmericaThursday\, February 26\, 2026 at 12:00pm Trio Bistro\, 7565 Kenwood Road\, Cincinnati\, OH 45236 Lunch Provided This is an intimate\, discussion-based format — not a large seminar.  \n\n \n \n \n\n \n Questions about the event?Reach out to Gabby Aguilar: 805-367-8667 | gabby@cavalierassociates.com URL:https://cavalierassociates.com/event/global-wealth-planning-strategies/ LOCATION:OH CATEGORIES:Cavalier Associates Virtual Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20250123T120000 DTEND;TZID=America/Los_Angeles:20250123T130000 DTSTAMP:20250120T180129Z CREATED:20241218T214302Z LAST-MODIFIED:20250120T180129Z UID:27844-1737633600-1737637200@cavalierassociates.com SUMMARY:Global Wealth Insights DESCRIPTION:About the EventThis intimate\, advisor-only conversation is designed for professionals who want to move beyond traditional LTC planning and better understand how existing client assets can be repositioned to protect the broader balance sheet — without product dumps or canned presentations. Asset-based and hybrid LTC strategies are often misunderstood or overlooked in planning conversations. In this session\, we’ll walk through how these strategies apply in real-world advisory situations\, using assets you already manage\, while strengthening multi-generational client relationships. What You’ll Learn: Qualified Assets: Rolling unneeded qualified dollars to fund joint LTC benefits while passing assets in a tax-efficient mannerAsset Leverage: Repurposing appreciated legacy annuities into tax-free LTC solutionsMulti-Generational Planning: How LTC can serve as a bridge to the next generation of clientsFeatured Speakers David Cranfield\, Brokerage Director\, Cavalier AssociatesJordan Fields\, Regional Sales Director\, OneAmericaThursday\, February 26\, 2026 at 12:00pm Trio Bistro\, 7565 Kenwood Road\, Cincinnati\, OH 45236 Lunch Provided This is an intimate\, discussion-based format — not a large seminar.  \n\n \n \n \n\n \n Questions about the event?Reach out to Gabby Aguilar: 805-367-8667 | gabby@cavalierassociates.com URL:https://cavalierassociates.com/event/global-wealth-insights/ LOCATION:Celestino Ristorante\, Pasadena\, 141 S Lake Ave\, Pasadena\, CA\, 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:20241210T120000 DTEND;TZID=America/Los_Angeles:20241210T130000 DTSTAMP:20241210T161646Z CREATED:20241031T114538Z LAST-MODIFIED:20241210T161646Z UID:27695-1733832000-1733835600@cavalierassociates.com SUMMARY:Mastering Underwriting with Chief Underwriter Ken Turscak DESCRIPTION:About the EventThis intimate\, advisor-only conversation is designed for professionals who want to move beyond traditional LTC planning and better understand how existing client assets can be repositioned to protect the broader balance sheet — without product dumps or canned presentations. Asset-based and hybrid LTC strategies are often misunderstood or overlooked in planning conversations. In this session\, we’ll walk through how these strategies apply in real-world advisory situations\, using assets you already manage\, while strengthening multi-generational client relationships. What You’ll Learn: Qualified Assets: Rolling unneeded qualified dollars to fund joint LTC benefits while passing assets in a tax-efficient mannerAsset Leverage: Repurposing appreciated legacy annuities into tax-free LTC solutionsMulti-Generational Planning: How LTC can serve as a bridge to the next generation of clientsFeatured Speakers David Cranfield\, Brokerage Director\, Cavalier AssociatesJordan Fields\, Regional Sales Director\, OneAmericaThursday\, February 26\, 2026 at 12:00pm Trio Bistro\, 7565 Kenwood Road\, Cincinnati\, OH 45236 Lunch Provided This is an intimate\, discussion-based format — not a large seminar.  \n\n \n \n \n\n \n Questions about the event?Reach out to Gabby Aguilar: 805-367-8667 | gabby@cavalierassociates.com URL:https://cavalierassociates.com/event/mastering-underwriting-with-chief-underwriter-ken-turscak/ 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:20241114T120000 DTEND;TZID=America/Los_Angeles:20241114T130000 DTSTAMP:20241114T191350Z CREATED:20241017T182054Z LAST-MODIFIED:20241114T191350Z UID:27521-1731585600-1731589200@cavalierassociates.com SUMMARY:Post-Election Financial Strategies and Business Planning Insights DESCRIPTION:About the EventThis intimate\, advisor-only conversation is designed for professionals who want to move beyond traditional LTC planning and better understand how existing client assets can be repositioned to protect the broader balance sheet — without product dumps or canned presentations. Asset-based and hybrid LTC strategies are often misunderstood or overlooked in planning conversations. In this session\, we’ll walk through how these strategies apply in real-world advisory situations\, using assets you already manage\, while strengthening multi-generational client relationships. What You’ll Learn: Qualified Assets: Rolling unneeded qualified dollars to fund joint LTC benefits while passing assets in a tax-efficient mannerAsset Leverage: Repurposing appreciated legacy annuities into tax-free LTC solutionsMulti-Generational Planning: How LTC can serve as a bridge to the next generation of clientsFeatured Speakers David Cranfield\, Brokerage Director\, Cavalier AssociatesJordan Fields\, Regional Sales Director\, OneAmericaThursday\, February 26\, 2026 at 12:00pm Trio Bistro\, 7565 Kenwood Road\, Cincinnati\, OH 45236 Lunch Provided This is an intimate\, discussion-based format — not a large seminar.  \n\n \n \n \n\n \n Questions about the event?Reach out to Gabby Aguilar: 805-367-8667 | gabby@cavalierassociates.com URL:https://cavalierassociates.com/event/post-election-financial-strategies-and-business-planning-insights-2/ LOCATION:Il Fornaio\, Manhattan Beach\, 1800 Rosecrans Ave.\, Manhattan Beach\, CA\, 90266\, United States CATEGORIES:Cavalier Associates In-Person Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20241112T120000 DTEND;TZID=America/Los_Angeles:20241112T130000 DTSTAMP:20241113T214921Z CREATED:20241007T114526Z LAST-MODIFIED:20241113T214921Z UID:27459-1731412800-1731416400@cavalierassociates.com SUMMARY:Post-Election Financial Strategies and Business Planning Insights DESCRIPTION:About the EventThis intimate\, advisor-only conversation is designed for professionals who want to move beyond traditional LTC planning and better understand how existing client assets can be repositioned to protect the broader balance sheet — without product dumps or canned presentations. Asset-based and hybrid LTC strategies are often misunderstood or overlooked in planning conversations. In this session\, we’ll walk through how these strategies apply in real-world advisory situations\, using assets you already manage\, while strengthening multi-generational client relationships. What You’ll Learn: Qualified Assets: Rolling unneeded qualified dollars to fund joint LTC benefits while passing assets in a tax-efficient mannerAsset Leverage: Repurposing appreciated legacy annuities into tax-free LTC solutionsMulti-Generational Planning: How LTC can serve as a bridge to the next generation of clientsFeatured Speakers David Cranfield\, Brokerage Director\, Cavalier AssociatesJordan Fields\, Regional Sales Director\, OneAmericaThursday\, February 26\, 2026 at 12:00pm Trio Bistro\, 7565 Kenwood Road\, Cincinnati\, OH 45236 Lunch Provided This is an intimate\, discussion-based format — not a large seminar.  \n\n \n \n \n\n \n Questions about the event?Reach out to Gabby Aguilar: 805-367-8667 | gabby@cavalierassociates.com URL:https://cavalierassociates.com/event/post-election-financial-strategies-and-business-planning-insights/ LOCATION:Pinstripes\, Canoga Park\, 21851 W. Victory Blvd\, Canoga Park\, 91303\, 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:20241107T110000 DTEND;TZID=America/Los_Angeles:20241107T120000 DTSTAMP:20241107T192651Z CREATED:20240927T201900Z LAST-MODIFIED:20241107T192651Z UID:27430-1730977200-1730980800@cavalierassociates.com SUMMARY:Post-Election Insights on Estate & Corporate Planning with Justin Smith DESCRIPTION:About the EventThis intimate\, advisor-only conversation is designed for professionals who want to move beyond traditional LTC planning and better understand how existing client assets can be repositioned to protect the broader balance sheet — without product dumps or canned presentations. Asset-based and hybrid LTC strategies are often misunderstood or overlooked in planning conversations. In this session\, we’ll walk through how these strategies apply in real-world advisory situations\, using assets you already manage\, while strengthening multi-generational client relationships. What You’ll Learn: Qualified Assets: Rolling unneeded qualified dollars to fund joint LTC benefits while passing assets in a tax-efficient mannerAsset Leverage: Repurposing appreciated legacy annuities into tax-free LTC solutionsMulti-Generational Planning: How LTC can serve as a bridge to the next generation of clientsFeatured Speakers David Cranfield\, Brokerage Director\, Cavalier AssociatesJordan Fields\, Regional Sales Director\, OneAmericaThursday\, February 26\, 2026 at 12:00pm Trio Bistro\, 7565 Kenwood Road\, Cincinnati\, OH 45236 Lunch Provided This is an intimate\, discussion-based format — not a large seminar.  \n\n \n \n \n\n \n Questions about the event?Reach out to Gabby Aguilar: 805-367-8667 | gabby@cavalierassociates.com URL:https://cavalierassociates.com/event/post-election-insights-on-estate-corporate-planning-with-justin-smith/ LOCATION:OH CATEGORIES:Cavalier Associates Virtual Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20241022T120000 DTEND;TZID=America/Los_Angeles:20241022T130000 DTSTAMP:20241022T152751Z CREATED:20240917T114507Z LAST-MODIFIED:20241022T152751Z UID:27285-1729598400-1729602000@cavalierassociates.com SUMMARY:The Latest Trends in Estate & Corporate Planning with Justin Smith DESCRIPTION:About the EventThis intimate\, advisor-only conversation is designed for professionals who want to move beyond traditional LTC planning and better understand how existing client assets can be repositioned to protect the broader balance sheet — without product dumps or canned presentations. Asset-based and hybrid LTC strategies are often misunderstood or overlooked in planning conversations. In this session\, we’ll walk through how these strategies apply in real-world advisory situations\, using assets you already manage\, while strengthening multi-generational client relationships. What You’ll Learn: Qualified Assets: Rolling unneeded qualified dollars to fund joint LTC benefits while passing assets in a tax-efficient mannerAsset Leverage: Repurposing appreciated legacy annuities into tax-free LTC solutionsMulti-Generational Planning: How LTC can serve as a bridge to the next generation of clientsFeatured Speakers David Cranfield\, Brokerage Director\, Cavalier AssociatesJordan Fields\, Regional Sales Director\, OneAmericaThursday\, February 26\, 2026 at 12:00pm Trio Bistro\, 7565 Kenwood Road\, Cincinnati\, OH 45236 Lunch Provided This is an intimate\, discussion-based format — not a large seminar.  \n\n \n \n \n\n \n Questions about the event?Reach out to Gabby Aguilar: 805-367-8667 | gabby@cavalierassociates.com URL:https://cavalierassociates.com/event/discussion-with-justin-smith-principal-of-balanced-strategies-and-president-of-strata-family-office-services/ LOCATION:Il Fornaio\, Irvine\, 18051 Von Karman Ave\, 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:20241015T120000 DTEND;TZID=America/Los_Angeles:20241015T133000 DTSTAMP:20241015T222128Z CREATED:20240917T114541Z LAST-MODIFIED:20241015T222128Z UID:27207-1728993600-1728999000@cavalierassociates.com SUMMARY:Protecting Your Practice with Long-Term Care Featuring One America & Nationwide DESCRIPTION:About the EventThis intimate\, advisor-only conversation is designed for professionals who want to move beyond traditional LTC planning and better understand how existing client assets can be repositioned to protect the broader balance sheet — without product dumps or canned presentations. Asset-based and hybrid LTC strategies are often misunderstood or overlooked in planning conversations. In this session\, we’ll walk through how these strategies apply in real-world advisory situations\, using assets you already manage\, while strengthening multi-generational client relationships. What You’ll Learn: Qualified Assets: Rolling unneeded qualified dollars to fund joint LTC benefits while passing assets in a tax-efficient mannerAsset Leverage: Repurposing appreciated legacy annuities into tax-free LTC solutionsMulti-Generational Planning: How LTC can serve as a bridge to the next generation of clientsFeatured Speakers David Cranfield\, Brokerage Director\, Cavalier AssociatesJordan Fields\, Regional Sales Director\, OneAmericaThursday\, February 26\, 2026 at 12:00pm Trio Bistro\, 7565 Kenwood Road\, Cincinnati\, OH 45236 Lunch Provided This is an intimate\, discussion-based format — not a large seminar.  \n\n \n \n \n\n \n Questions about the event?Reach out to Gabby Aguilar: 805-367-8667 | gabby@cavalierassociates.com URL:https://cavalierassociates.com/event/protecting-your-practice-with-long-term-care-featuring-one-america-nationwide/ LOCATION:Il Fornaio\, Irvine\, 18051 Von Karman Ave\, 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:20240918T110000 DTEND;TZID=America/Los_Angeles:20240918T120000 DTSTAMP:20241009T182105Z CREATED:20240909T121031Z LAST-MODIFIED:20241009T182105Z UID:27113-1726657200-1726660800@cavalierassociates.com SUMMARY:Top Underwriting Niches with our Chief Underwriter Ken Turscak\, FALU\,FLMI\, ACS DESCRIPTION:About the EventThis intimate\, advisor-only conversation is designed for professionals who want to move beyond traditional LTC planning and better understand how existing client assets can be repositioned to protect the broader balance sheet — without product dumps or canned presentations. Asset-based and hybrid LTC strategies are often misunderstood or overlooked in planning conversations. In this session\, we’ll walk through how these strategies apply in real-world advisory situations\, using assets you already manage\, while strengthening multi-generational client relationships. What You’ll Learn: Qualified Assets: Rolling unneeded qualified dollars to fund joint LTC benefits while passing assets in a tax-efficient mannerAsset Leverage: Repurposing appreciated legacy annuities into tax-free LTC solutionsMulti-Generational Planning: How LTC can serve as a bridge to the next generation of clientsFeatured Speakers David Cranfield\, Brokerage Director\, Cavalier AssociatesJordan Fields\, Regional Sales Director\, OneAmericaThursday\, February 26\, 2026 at 12:00pm Trio Bistro\, 7565 Kenwood Road\, Cincinnati\, OH 45236 Lunch Provided This is an intimate\, discussion-based format — not a large seminar.  \n\n \n \n \n\n \n Questions about the event?Reach out to Gabby Aguilar: 805-367-8667 | gabby@cavalierassociates.com URL:https://cavalierassociates.com/event/top-underwriting-niches-with-our-chief-underwriter-ken-turscak-faluflmi-acs/ LOCATION:OH CATEGORIES:Cavalier Associates Virtual Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20240912T120000 DTEND;TZID=America/Los_Angeles:20240912T133000 DTSTAMP:20241009T182025Z CREATED:20240820T200041Z LAST-MODIFIED:20241009T182025Z UID:26771-1726142400-1726147800@cavalierassociates.com SUMMARY:Understanding the Impacts of the Tax Cuts & Jobs Act Sunset and the Connelly Decision DESCRIPTION:About the EventThis intimate\, advisor-only conversation is designed for professionals who want to move beyond traditional LTC planning and better understand how existing client assets can be repositioned to protect the broader balance sheet — without product dumps or canned presentations. Asset-based and hybrid LTC strategies are often misunderstood or overlooked in planning conversations. In this session\, we’ll walk through how these strategies apply in real-world advisory situations\, using assets you already manage\, while strengthening multi-generational client relationships. What You’ll Learn: Qualified Assets: Rolling unneeded qualified dollars to fund joint LTC benefits while passing assets in a tax-efficient mannerAsset Leverage: Repurposing appreciated legacy annuities into tax-free LTC solutionsMulti-Generational Planning: How LTC can serve as a bridge to the next generation of clientsFeatured Speakers David Cranfield\, Brokerage Director\, Cavalier AssociatesJordan Fields\, Regional Sales Director\, OneAmericaThursday\, February 26\, 2026 at 12:00pm Trio Bistro\, 7565 Kenwood Road\, Cincinnati\, OH 45236 Lunch Provided This is an intimate\, discussion-based format — not a large seminar.  \n\n \n \n \n\n \n Questions about the event?Reach out to Gabby Aguilar: 805-367-8667 | gabby@cavalierassociates.com URL:https://cavalierassociates.com/event/understanding-the-impacts-of-the-tax-cuts-jobs-act-sunset-and-the-connelly-decision/ LOCATION:Pinstripes\, Canoga Park\, 21851 W. Victory Blvd\, Canoga Park\, 91303\, United States CATEGORIES:Cavalier Associates In-Person Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT END:VCALENDAR