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: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: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 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/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 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/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 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/di-101-exploring-the-basics/ 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: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 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/stump-the-underwriter-underwriting-jam-session-with-chief-underwriting-officer-ken-turscak-and-adam-cavalier4/ 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:20250820T120000 DTEND;TZID=America/Los_Angeles:20250820T130000 DTSTAMP:20250820T170314Z CREATED:20250729T194224Z LAST-MODIFIED:20250820T170314Z UID:28780-1755691200-1755694800@cavalierassociates.com SUMMARY:How to Identify Life Insurance Replacements\, Multi-Generational Wealth Building\, and IUL Built for Small Business DESCRIPTION:About the 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/how-to-identify-life-insurance-replacements-multi-generational-wealth-building-and-iul-built-for-small-business-la/ LOCATION:Il Moro Ristorante\, Los Angeles\, 11400 Olympic Blvd\, Los Angeles\, 90064\, United States CATEGORIES:Cavalier Associates In-Person Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20250819T120000 DTEND;TZID=America/Los_Angeles:20250819T130000 DTSTAMP:20250820T170245Z CREATED:20250729T172924Z LAST-MODIFIED:20250820T170245Z UID:28759-1755604800-1755608400@cavalierassociates.com SUMMARY:How to Identify Life Insurance Replacements\, Multi-Generational Wealth Building\, and IUL Built for Small Business DESCRIPTION:About the 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/how-to-identify-life-insurance-replacements-multi-generational-wealth-building-and-iul-built-for-small-business/ LOCATION:Nick’s Restaurant\, Pasadena\, 336 S Lake Ave\, Pasadena\, 91101\, United States CATEGORIES:Cavalier Associates In-Person Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20250814T113000 DTEND;TZID=America/Los_Angeles:20250814T123000 DTSTAMP:20260309T204450Z CREATED:20260309T204450Z LAST-MODIFIED:20260309T204450Z UID:31102-1755171000-1755174600@cavalierassociates.com SUMMARY:The 2025 IRA Revolution: Ed Slott's Guide to Turning Tax Challenges into Maximum Client Value Copy DESCRIPTION:About the 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/the-2025-ira-revolution-10/ 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:20250814T113000 DTEND;TZID=America/Los_Angeles:20250814T123000 DTSTAMP:20260309T204446Z CREATED:20260309T204446Z LAST-MODIFIED:20260309T204446Z UID:31099-1755171000-1755174600@cavalierassociates.com SUMMARY:The 2025 IRA Revolution: Ed Slott's Guide to Turning Tax Challenges into Maximum Client Value Copy DESCRIPTION:About the 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/the-2025-ira-revolution-9/ 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:20250814T113000 DTEND;TZID=America/Los_Angeles:20250814T123000 DTSTAMP:20260309T204444Z CREATED:20260309T204444Z LAST-MODIFIED:20260309T204444Z UID:31096-1755171000-1755174600@cavalierassociates.com SUMMARY:The 2025 IRA Revolution: Ed Slott's Guide to Turning Tax Challenges into Maximum Client Value Copy DESCRIPTION:About the 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/the-2025-ira-revolution-8/ 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:20250814T113000 DTEND;TZID=America/Los_Angeles:20250814T123000 DTSTAMP:20260309T204438Z CREATED:20260309T204437Z LAST-MODIFIED:20260309T204438Z UID:31093-1755171000-1755174600@cavalierassociates.com SUMMARY:The 2025 IRA Revolution: Ed Slott's Guide to Turning Tax Challenges into Maximum Client Value Copy DESCRIPTION:About the 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/the-2025-ira-revolution-7/ 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:20250814T113000 DTEND;TZID=America/Los_Angeles:20250814T123000 DTSTAMP:20260309T204436Z CREATED:20260309T204435Z LAST-MODIFIED:20260309T204436Z UID:31090-1755171000-1755174600@cavalierassociates.com SUMMARY:The 2025 IRA Revolution: Ed Slott's Guide to Turning Tax Challenges into Maximum Client Value Copy DESCRIPTION:About the 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/the-2025-ira-revolution-6/ 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:20250814T113000 DTEND;TZID=America/Los_Angeles:20250814T123000 DTSTAMP:20260309T204432Z CREATED:20260309T204432Z LAST-MODIFIED:20260309T204432Z UID:31085-1755171000-1755174600@cavalierassociates.com SUMMARY:The 2025 IRA Revolution: Ed Slott's Guide to Turning Tax Challenges into Maximum Client Value Copy DESCRIPTION:About the 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/the-2025-ira-revolution-5/ 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:20250814T113000 DTEND;TZID=America/Los_Angeles:20250814T123000 DTSTAMP:20260309T204432Z CREATED:20260309T204432Z LAST-MODIFIED:20260309T204432Z UID:31084-1755171000-1755174600@cavalierassociates.com SUMMARY:The 2025 IRA Revolution: Ed Slott's Guide to Turning Tax Challenges into Maximum Client Value Copy DESCRIPTION:About the 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/the-2025-ira-revolution-4/ 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:20250814T113000 DTEND;TZID=America/Los_Angeles:20250814T123000 DTSTAMP:20260309T204430Z CREATED:20260309T204429Z LAST-MODIFIED:20260309T204430Z UID:31081-1755171000-1755174600@cavalierassociates.com SUMMARY:The 2025 IRA Revolution: Ed Slott's Guide to Turning Tax Challenges into Maximum Client Value Copy DESCRIPTION:About the 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/the-2025-ira-revolution-3/ 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:20250814T113000 DTEND;TZID=America/Los_Angeles:20250814T123000 DTSTAMP:20260309T204428Z CREATED:20260309T204427Z LAST-MODIFIED:20260309T204428Z UID:31078-1755171000-1755174600@cavalierassociates.com SUMMARY:The 2025 IRA Revolution: Ed Slott's Guide to Turning Tax Challenges into Maximum Client Value Copy DESCRIPTION:About the 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/the-2025-ira-revolution-2/ 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:20250814T113000 DTEND;TZID=America/Los_Angeles:20250814T123000 DTSTAMP:20250814T193045Z CREATED:20250723T224318Z LAST-MODIFIED:20250814T193045Z UID:28735-1755171000-1755174600@cavalierassociates.com SUMMARY:The 2025 IRA Revolution: Ed Slott's Guide to Turning Tax Challenges into Maximum Client Value DESCRIPTION:About the 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/the-2025-ira-revolution/ 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:20250813T100000 DTEND;TZID=America/Los_Angeles:20250813T110000 DTSTAMP:20250813T185815Z CREATED:20250619T164740Z LAST-MODIFIED:20250813T185815Z UID:28562-1755079200-1755082800@cavalierassociates.com SUMMARY:"Stump the Underwriter"...Underwriting Jam Session with Chief Underwriting Officer Ken Turscak and Adam Cavalier DESCRIPTION:About the 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/stump-the-underwriter-underwriting-jam-session-with-chief-underwriting-officer-ken-turscak-and-adam-cavalier3/ 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:20250731T120000 DTEND;TZID=America/Los_Angeles:20250731T130000 DTSTAMP:20250730T205421Z CREATED:20250417T155619Z LAST-MODIFIED:20250730T205421Z UID:28314-1753963200-1753966800@cavalierassociates.com SUMMARY:Unlocking Hidden Wealth: Transforming Idle Assets into Lifetime Opportunities 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/unlocking-hidden-wealth-transforming-idle-assets-into-lifetime-opportunities/ LOCATION:Fogo de Chão\, El Segundo\, 2121 Rosecrans Ave. Suite 1399\, El Segundo\, CA\, 90245\, United States CATEGORIES:Cavalier Associates In-Person Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20250730T120000 DTEND;TZID=America/Los_Angeles:20250730T130000 DTSTAMP:20250730T205347Z CREATED:20250417T152515Z LAST-MODIFIED:20250730T205347Z UID:28289-1753876800-1753880400@cavalierassociates.com SUMMARY:Unlocking Hidden Wealth: Transforming Idle Assets into Lifetime Opportunities 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/unlocking-hidden-wealth-transforming-idle-assets-into-lifetime-opportunities-costa-mesa/ LOCATION:Water Grill\, Costa Mesa\, 3300 Bristol St\, Costa Mesa\, 92626\, United States CATEGORIES:Cavalier Associates In-Person Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20250717T120000 DTEND;TZID=America/Los_Angeles:20250717T130000 DTSTAMP:20250717T163434Z CREATED:20250611T152753Z LAST-MODIFIED:20250717T163434Z UID:28494-1752753600-1752757200@cavalierassociates.com SUMMARY:The Hidden Threats to Your Clients' Legacy—And the Strategy to Beat Them DESCRIPTION:About the 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/the-hidden-threats-to-your-clients-legacy-and-the-strategy-to-beat-them/ LOCATION:Il Fornaio\, Manhattan Beach\, 1800 Rosecrans Ave.\, Manhattan Beach\, CA\, 90266\, United States CATEGORIES:Cavalier Associates In-Person Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20250716T100000 DTEND;TZID=America/Los_Angeles:20250716T110000 DTSTAMP:20250716T184022Z CREATED:20250619T164747Z LAST-MODIFIED:20250716T184022Z UID:28565-1752660000-1752663600@cavalierassociates.com SUMMARY:"Stump the Underwriter"...Underwriting Jam Session with Chief Underwriting Officer Ken Turscak and Adam Cavalier DESCRIPTION:About the 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/stump-the-underwriter-underwriting-jam-session-with-chief-underwriting-officer-ken-turscak-and-adam-cavalier2/ 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:20250625T100000 DTEND;TZID=America/Los_Angeles:20250625T110000 DTSTAMP:20250716T150338Z CREATED:20250612T170148Z LAST-MODIFIED:20250716T150338Z UID:28514-1750845600-1750849200@cavalierassociates.com SUMMARY:"Stump the Underwriter"...Underwriting Jam Session with Chief Underwriting Officer Ken Turscak and Adam Cavalier DESCRIPTION:About the 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/stump-the-underwriter-underwriting-jam-session-with-chief-underwriting-officer-ken-turscak-and-adam-cavalier/ 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:20250618T120000 DTEND;TZID=America/Los_Angeles:20250618T130000 DTSTAMP:20250618T170140Z CREATED:20250417T153050Z LAST-MODIFIED:20250618T170140Z UID:28300-1750248000-1750251600@cavalierassociates.com SUMMARY:Not All Indexed ULs Are Created Equal 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/not-all-indexed-uls-are-created-equal-los-angeles/ LOCATION:Il Moro Ristorante\, Los Angeles\, 11400 Olympic Blvd\, Los Angeles\, 90064\, United States CATEGORIES:Cavalier Associates In-Person Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20250617T120000 DTEND;TZID=America/Los_Angeles:20250617T130000 DTSTAMP:20250617T154438Z CREATED:20250416T185543Z LAST-MODIFIED:20250617T154438Z UID:28271-1750161600-1750165200@cavalierassociates.com SUMMARY:Not All Indexed ULs Are Created Equal 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/not-all-indexed-uls-are-created-equal-costa-mesa/ LOCATION:Water Grill\, Costa Mesa\, 3300 Bristol St\, Costa Mesa\, 92626\, United States CATEGORIES:Cavalier Associates In-Person Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20250424T120000 DTEND;TZID=America/Los_Angeles:20250424T130000 DTSTAMP:20250424T172711Z CREATED:20250325T144111Z LAST-MODIFIED:20250424T172711Z UID:28132-1745496000-1745499600@cavalierassociates.com SUMMARY:LTC Tax Strategies\, New Products\, and LTC 80+ 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-tax-strategies-new-products-and-ltc-80/ LOCATION:Fogo de Chão\, Woodland Hills\, 6263 Topanga Canyon Blvd #100\, Woodland Hills\, 91367\, United States CATEGORIES:Cavalier Associates In-Person Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20250327T120000 DTEND;TZID=America/Los_Angeles:20250327T130000 DTSTAMP:20250326T143425Z CREATED:20250120T205153Z LAST-MODIFIED:20250326T143425Z UID:27984-1743076800-1743080400@cavalierassociates.com SUMMARY:Underwriting Lunch with 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-lunch-with-ken-turscak/ LOCATION:Fogo de Chão\, El Segundo\, 2121 Rosecrans Ave. Suite 1399\, El Segundo\, CA\, 90245\, United States CATEGORIES:Cavalier Associates In-Person Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT 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 END:VCALENDAR