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DTSTART;TZID=America/Los_Angeles:20251022T120000
DTEND;TZID=America/Los_Angeles:20251022T130000
DTSTAMP:20251022T213836Z
CREATED:20250910T191616Z
LAST-MODIFIED:20251022T213836Z
UID:29783-1761134400-1761138000@cavalierassociates.com
SUMMARY:The Modern LTC Playbook: Integrating Tax Incentives and Client Psychology - Los Angeles
DESCRIPTION:About the Event\n\nBusiness continuity\, succession\, and estate planning conversations financial professionals need to be having \nFor Small & Mid-Sized Business Owners \nBusinesses with approximately 5–500 employees\, founder-led companies\, family-owned businesses\, and organizations planning for future ownership or leadership transitions. \nBusiness owners know succession planning is more important than ever — but many remain unprepared for what happens if something unexpected occurs. Join our experts for a timely discussion on the growing pertinent need of business succession and transition planning\, and how advisors can help owners protect their legacy\, their families\, and their businesses. \nYou’ll Learn:\n\nWhy business continuity risk is rising— and why now can be the time to act.\nCommon succession planning gaps advisors are seeing across business owners\nHow estate planning and business succession planning work together to help protect what matters most.\nActionable questions and strategies to help you lead these critical conversations.\n\nZoom: Link provided upon registration. \nSpeakers: \n\nPaul Sargent\, CLU\,ChFC\, CLF\, Regional VP – Business Solutions\, Principal Financial Group\nPatti Bell\, CPA*\, CLU |AVP – Advanced Solutions\, Business and Advanced Solutions\, Principal Financial Group\n\nDisclosures:\nInsurance products issued by Principal National Life Insurance Company (except in NY) and Principal Life Insurance Company®. Plan administrative services offered by Principal Life. Principal Funds\, Inc. is distributed by Principal Funds Distributor\, Inc. Securities offered through Principal Securities\, Inc.\, member SIPC\, and/or independent broker/dealers. Referenced companies are members of the Principal Financial Group®\, Des Moines\, IA 50392. \nNot FDIC or NCUA insured | May lose value | Not a deposit | No bank or credit union guarantee | Not insured by any Federal government agency \nCavalier Associates is not an affiliate with any company of Principal®. \nSubject to the disclosures and terms of the policies and contracts issued by Principal Life Insurance Company. Principal®\, Principal Financial Group®\, Principal Asset Management\, and Principal and the logomark design are registered trademarks and service marks of Principal Financial Services\, Inc.\, a Principal Financial Group company\, in various countries around the world and may be used only with the permission of Principal Financial Services\, Inc. \nFor Financial Professional/Institutional Use Only \n*CPA\, CLU®\, ChFC®\, & CLF® are education designations only\, obtained by the holder by completing the requisite coursework. These designations do not mean the holder is acting in a fiduciary capacity. \n5510595-052026 \n    \n\n        \n                    \n                    \n\n        \n        Questions about the event?\nReach out to Chris Hogan: \n805-409-4498 | Chris.Hogan@CavalierAssociates.com
URL:https://cavalierassociates.com/event/the-modern-ltc-playbook-integrating-tax-incentives-and-client-psychology-los-angeles/
LOCATION:Il Moro Ristorante\, Los Angeles\, 11400 Olympic Blvd\, Los Angeles\, 90064\, United States
CATEGORIES:Cavalier Associates In-Person Events
ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20251016T100000
DTEND;TZID=America/Los_Angeles:20251016T110000
DTSTAMP:20251016T174602Z
CREATED:20250910T192131Z
LAST-MODIFIED:20251016T174602Z
UID:29790-1760608800-1760612400@cavalierassociates.com
SUMMARY:Stump the Underwriter...Underwriting Jam Session with Chief Underwriting Officer Ken Turscak and Adam Cavalier
DESCRIPTION:About the Event\n\nBusiness continuity\, succession\, and estate planning conversations financial professionals need to be having \nFor Small & Mid-Sized Business Owners \nBusinesses with approximately 5–500 employees\, founder-led companies\, family-owned businesses\, and organizations planning for future ownership or leadership transitions. \nBusiness owners know succession planning is more important than ever — but many remain unprepared for what happens if something unexpected occurs. Join our experts for a timely discussion on the growing pertinent need of business succession and transition planning\, and how advisors can help owners protect their legacy\, their families\, and their businesses. \nYou’ll Learn:\n\nWhy business continuity risk is rising— and why now can be the time to act.\nCommon succession planning gaps advisors are seeing across business owners\nHow estate planning and business succession planning work together to help protect what matters most.\nActionable questions and strategies to help you lead these critical conversations.\n\nZoom: Link provided upon registration. \nSpeakers: \n\nPaul Sargent\, CLU\,ChFC\, CLF\, Regional VP – Business Solutions\, Principal Financial Group\nPatti Bell\, CPA*\, CLU |AVP – Advanced Solutions\, Business and Advanced Solutions\, Principal Financial Group\n\nDisclosures:\nInsurance products issued by Principal National Life Insurance Company (except in NY) and Principal Life Insurance Company®. Plan administrative services offered by Principal Life. Principal Funds\, Inc. is distributed by Principal Funds Distributor\, Inc. Securities offered through Principal Securities\, Inc.\, member SIPC\, and/or independent broker/dealers. Referenced companies are members of the Principal Financial Group®\, Des Moines\, IA 50392. \nNot FDIC or NCUA insured | May lose value | Not a deposit | No bank or credit union guarantee | Not insured by any Federal government agency \nCavalier Associates is not an affiliate with any company of Principal®. \nSubject to the disclosures and terms of the policies and contracts issued by Principal Life Insurance Company. Principal®\, Principal Financial Group®\, Principal Asset Management\, and Principal and the logomark design are registered trademarks and service marks of Principal Financial Services\, Inc.\, a Principal Financial Group company\, in various countries around the world and may be used only with the permission of Principal Financial Services\, Inc. \nFor Financial Professional/Institutional Use Only \n*CPA\, CLU®\, ChFC®\, & CLF® are education designations only\, obtained by the holder by completing the requisite coursework. These designations do not mean the holder is acting in a fiduciary capacity. \n5510595-052026 \n    \n\n        \n                    \n                    \n\n        \n        Questions about the event?\nReach out to Chris Hogan: \n805-409-4498 | Chris.Hogan@CavalierAssociates.com
URL:https://cavalierassociates.com/event/stump-the-underwriter-10-16-25/
CATEGORIES:Cavalier Associates Virtual Events
ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20250925T103000
DTEND;TZID=America/Los_Angeles:20250925T233000
DTSTAMP:20250702T205025Z
CREATED:20250701T211918Z
LAST-MODIFIED:20250702T205025Z
UID:28659-1758796200-1758843000@cavalierassociates.com
SUMMARY:DI 101: Objections: What might come up?
DESCRIPTION:About the Event\n\nBusiness continuity\, succession\, and estate planning conversations financial professionals need to be having \nFor Small & Mid-Sized Business Owners \nBusinesses with approximately 5–500 employees\, founder-led companies\, family-owned businesses\, and organizations planning for future ownership or leadership transitions. \nBusiness owners know succession planning is more important than ever — but many remain unprepared for what happens if something unexpected occurs. Join our experts for a timely discussion on the growing pertinent need of business succession and transition planning\, and how advisors can help owners protect their legacy\, their families\, and their businesses. \nYou’ll Learn:\n\nWhy business continuity risk is rising— and why now can be the time to act.\nCommon succession planning gaps advisors are seeing across business owners\nHow estate planning and business succession planning work together to help protect what matters most.\nActionable questions and strategies to help you lead these critical conversations.\n\nZoom: Link provided upon registration. \nSpeakers: \n\nPaul Sargent\, CLU\,ChFC\, CLF\, Regional VP – Business Solutions\, Principal Financial Group\nPatti Bell\, CPA*\, CLU |AVP – Advanced Solutions\, Business and Advanced Solutions\, Principal Financial Group\n\nDisclosures:\nInsurance products issued by Principal National Life Insurance Company (except in NY) and Principal Life Insurance Company®. Plan administrative services offered by Principal Life. Principal Funds\, Inc. is distributed by Principal Funds Distributor\, Inc. Securities offered through Principal Securities\, Inc.\, member SIPC\, and/or independent broker/dealers. Referenced companies are members of the Principal Financial Group®\, Des Moines\, IA 50392. \nNot FDIC or NCUA insured | May lose value | Not a deposit | No bank or credit union guarantee | Not insured by any Federal government agency \nCavalier Associates is not an affiliate with any company of Principal®. \nSubject to the disclosures and terms of the policies and contracts issued by Principal Life Insurance Company. Principal®\, Principal Financial Group®\, Principal Asset Management\, and Principal and the logomark design are registered trademarks and service marks of Principal Financial Services\, Inc.\, a Principal Financial Group company\, in various countries around the world and may be used only with the permission of Principal Financial Services\, Inc. \nFor Financial Professional/Institutional Use Only \n*CPA\, CLU®\, ChFC®\, & CLF® are education designations only\, obtained by the holder by completing the requisite coursework. These designations do not mean the holder is acting in a fiduciary capacity. \n5510595-052026 \n    \n\n        \n                    \n                    \n\n        \n        Questions about the event?\nReach out to Chris Hogan: \n805-409-4498 | Chris.Hogan@CavalierAssociates.com
URL:https://cavalierassociates.com/event/di-101-objections-what-might-come-up/
CATEGORIES:Cavalier Associates Virtual Events
ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20250918T120000
DTEND;TZID=America/Los_Angeles:20250918T130000
DTSTAMP:20250918T173919Z
CREATED:20250818T190118Z
LAST-MODIFIED:20250918T173919Z
UID:28949-1758196800-1758200400@cavalierassociates.com
SUMMARY:OBBB 2025: What Financial Advisors Need to Know for Their Business Owner Clients - Long Beach
DESCRIPTION:About the Event\n\nBusiness continuity\, succession\, and estate planning conversations financial professionals need to be having \nFor Small & Mid-Sized Business Owners \nBusinesses with approximately 5–500 employees\, founder-led companies\, family-owned businesses\, and organizations planning for future ownership or leadership transitions. \nBusiness owners know succession planning is more important than ever — but many remain unprepared for what happens if something unexpected occurs. Join our experts for a timely discussion on the growing pertinent need of business succession and transition planning\, and how advisors can help owners protect their legacy\, their families\, and their businesses. \nYou’ll Learn:\n\nWhy business continuity risk is rising— and why now can be the time to act.\nCommon succession planning gaps advisors are seeing across business owners\nHow estate planning and business succession planning work together to help protect what matters most.\nActionable questions and strategies to help you lead these critical conversations.\n\nZoom: Link provided upon registration. \nSpeakers: \n\nPaul Sargent\, CLU\,ChFC\, CLF\, Regional VP – Business Solutions\, Principal Financial Group\nPatti Bell\, CPA*\, CLU |AVP – Advanced Solutions\, Business and Advanced Solutions\, Principal Financial Group\n\nDisclosures:\nInsurance products issued by Principal National Life Insurance Company (except in NY) and Principal Life Insurance Company®. Plan administrative services offered by Principal Life. Principal Funds\, Inc. is distributed by Principal Funds Distributor\, Inc. Securities offered through Principal Securities\, Inc.\, member SIPC\, and/or independent broker/dealers. Referenced companies are members of the Principal Financial Group®\, Des Moines\, IA 50392. \nNot FDIC or NCUA insured | May lose value | Not a deposit | No bank or credit union guarantee | Not insured by any Federal government agency \nCavalier Associates is not an affiliate with any company of Principal®. \nSubject to the disclosures and terms of the policies and contracts issued by Principal Life Insurance Company. Principal®\, Principal Financial Group®\, Principal Asset Management\, and Principal and the logomark design are registered trademarks and service marks of Principal Financial Services\, Inc.\, a Principal Financial Group company\, in various countries around the world and may be used only with the permission of Principal Financial Services\, Inc. \nFor Financial Professional/Institutional Use Only \n*CPA\, CLU®\, ChFC®\, & CLF® are education designations only\, obtained by the holder by completing the requisite coursework. These designations do not mean the holder is acting in a fiduciary capacity. \n5510595-052026 \n    \n\n        \n                    \n                    \n\n        \n        Questions about the event?\nReach out to Chris Hogan: \n805-409-4498 | Chris.Hogan@CavalierAssociates.com
URL:https://cavalierassociates.com/event/obbb-2025-what-financial-advisors-need-to-know-for-their-business-owner-clients-long-beach/
LOCATION:555 East American Steakhouse\, Long Beach\, 555 E. Ocean Blvd\, Long Beach\, CA\, 90802\, United States
CATEGORIES:Cavalier Associates In-Person Events
ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20250918T103000
DTEND;TZID=America/Los_Angeles:20250918T233000
DTSTAMP:20250918T173836Z
CREATED:20250701T211621Z
LAST-MODIFIED:20250918T173836Z
UID:28646-1758191400-1758238200@cavalierassociates.com
SUMMARY:DI 101: Business Products: What do I need to protect?
DESCRIPTION:About the Event\n\nBusiness continuity\, succession\, and estate planning conversations financial professionals need to be having \nFor Small & Mid-Sized Business Owners \nBusinesses with approximately 5–500 employees\, founder-led companies\, family-owned businesses\, and organizations planning for future ownership or leadership transitions. \nBusiness owners know succession planning is more important than ever — but many remain unprepared for what happens if something unexpected occurs. Join our experts for a timely discussion on the growing pertinent need of business succession and transition planning\, and how advisors can help owners protect their legacy\, their families\, and their businesses. \nYou’ll Learn:\n\nWhy business continuity risk is rising— and why now can be the time to act.\nCommon succession planning gaps advisors are seeing across business owners\nHow estate planning and business succession planning work together to help protect what matters most.\nActionable questions and strategies to help you lead these critical conversations.\n\nZoom: Link provided upon registration. \nSpeakers: \n\nPaul Sargent\, CLU\,ChFC\, CLF\, Regional VP – Business Solutions\, Principal Financial Group\nPatti Bell\, CPA*\, CLU |AVP – Advanced Solutions\, Business and Advanced Solutions\, Principal Financial Group\n\nDisclosures:\nInsurance products issued by Principal National Life Insurance Company (except in NY) and Principal Life Insurance Company®. Plan administrative services offered by Principal Life. Principal Funds\, Inc. is distributed by Principal Funds Distributor\, Inc. Securities offered through Principal Securities\, Inc.\, member SIPC\, and/or independent broker/dealers. Referenced companies are members of the Principal Financial Group®\, Des Moines\, IA 50392. \nNot FDIC or NCUA insured | May lose value | Not a deposit | No bank or credit union guarantee | Not insured by any Federal government agency \nCavalier Associates is not an affiliate with any company of Principal®. \nSubject to the disclosures and terms of the policies and contracts issued by Principal Life Insurance Company. Principal®\, Principal Financial Group®\, Principal Asset Management\, and Principal and the logomark design are registered trademarks and service marks of Principal Financial Services\, Inc.\, a Principal Financial Group company\, in various countries around the world and may be used only with the permission of Principal Financial Services\, Inc. \nFor Financial Professional/Institutional Use Only \n*CPA\, CLU®\, ChFC®\, & CLF® are education designations only\, obtained by the holder by completing the requisite coursework. These designations do not mean the holder is acting in a fiduciary capacity. \n5510595-052026 \n    \n\n        \n                    \n                    \n\n        \n        Questions about the event?\nReach out to Chris Hogan: \n805-409-4498 | Chris.Hogan@CavalierAssociates.com
URL:https://cavalierassociates.com/event/di-101-business-products-what-do-i-need-to-protect/
CATEGORIES:Cavalier Associates Virtual Events
ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20250917T120000
DTEND;TZID=America/Los_Angeles:20250917T130000
DTSTAMP:20250916T151743Z
CREATED:20250818T185329Z
LAST-MODIFIED:20250916T151743Z
UID:28943-1758110400-1758114000@cavalierassociates.com
SUMMARY:OBBB 2025: What Financial Advisors Need to Know for Their Business Owner Clients - Pasadena
DESCRIPTION:About the Event\n\nBusiness continuity\, succession\, and estate planning conversations financial professionals need to be having \nFor Small & Mid-Sized Business Owners \nBusinesses with approximately 5–500 employees\, founder-led companies\, family-owned businesses\, and organizations planning for future ownership or leadership transitions. \nBusiness owners know succession planning is more important than ever — but many remain unprepared for what happens if something unexpected occurs. Join our experts for a timely discussion on the growing pertinent need of business succession and transition planning\, and how advisors can help owners protect their legacy\, their families\, and their businesses. \nYou’ll Learn:\n\nWhy business continuity risk is rising— and why now can be the time to act.\nCommon succession planning gaps advisors are seeing across business owners\nHow estate planning and business succession planning work together to help protect what matters most.\nActionable questions and strategies to help you lead these critical conversations.\n\nZoom: Link provided upon registration. \nSpeakers: \n\nPaul Sargent\, CLU\,ChFC\, CLF\, Regional VP – Business Solutions\, Principal Financial Group\nPatti Bell\, CPA*\, CLU |AVP – Advanced Solutions\, Business and Advanced Solutions\, Principal Financial Group\n\nDisclosures:\nInsurance products issued by Principal National Life Insurance Company (except in NY) and Principal Life Insurance Company®. Plan administrative services offered by Principal Life. Principal Funds\, Inc. is distributed by Principal Funds Distributor\, Inc. Securities offered through Principal Securities\, Inc.\, member SIPC\, and/or independent broker/dealers. Referenced companies are members of the Principal Financial Group®\, Des Moines\, IA 50392. \nNot FDIC or NCUA insured | May lose value | Not a deposit | No bank or credit union guarantee | Not insured by any Federal government agency \nCavalier Associates is not an affiliate with any company of Principal®. \nSubject to the disclosures and terms of the policies and contracts issued by Principal Life Insurance Company. Principal®\, Principal Financial Group®\, Principal Asset Management\, and Principal and the logomark design are registered trademarks and service marks of Principal Financial Services\, Inc.\, a Principal Financial Group company\, in various countries around the world and may be used only with the permission of Principal Financial Services\, Inc. \nFor Financial Professional/Institutional Use Only \n*CPA\, CLU®\, ChFC®\, & CLF® are education designations only\, obtained by the holder by completing the requisite coursework. These designations do not mean the holder is acting in a fiduciary capacity. \n5510595-052026 \n    \n\n        \n                    \n                    \n\n        \n        Questions about the event?\nReach out to Chris Hogan: \n805-409-4498 | Chris.Hogan@CavalierAssociates.com
URL:https://cavalierassociates.com/event/obbb-2025-what-financial-advisors-need-to-know-for-their-business-owner-clients-pasadena/
LOCATION:Nick’s Restaurant\, Pasadena\, 336 S Lake Ave\, Pasadena\, 91101\, United States
CATEGORIES:Cavalier Associates In-Person Events
ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20250916T120000
DTEND;TZID=America/Los_Angeles:20250916T130000
DTSTAMP:20250916T151728Z
CREATED:20250818T185127Z
LAST-MODIFIED:20250916T151728Z
UID:28937-1758024000-1758027600@cavalierassociates.com
SUMMARY:OBBB 2025: What Financial Advisors Need to Know for Their Business Owner Clients - Costa Mesa
DESCRIPTION:About the Event\n\nBusiness continuity\, succession\, and estate planning conversations financial professionals need to be having \nFor Small & Mid-Sized Business Owners \nBusinesses with approximately 5–500 employees\, founder-led companies\, family-owned businesses\, and organizations planning for future ownership or leadership transitions. \nBusiness owners know succession planning is more important than ever — but many remain unprepared for what happens if something unexpected occurs. Join our experts for a timely discussion on the growing pertinent need of business succession and transition planning\, and how advisors can help owners protect their legacy\, their families\, and their businesses. \nYou’ll Learn:\n\nWhy business continuity risk is rising— and why now can be the time to act.\nCommon succession planning gaps advisors are seeing across business owners\nHow estate planning and business succession planning work together to help protect what matters most.\nActionable questions and strategies to help you lead these critical conversations.\n\nZoom: Link provided upon registration. \nSpeakers: \n\nPaul Sargent\, CLU\,ChFC\, CLF\, Regional VP – Business Solutions\, Principal Financial Group\nPatti Bell\, CPA*\, CLU |AVP – Advanced Solutions\, Business and Advanced Solutions\, Principal Financial Group\n\nDisclosures:\nInsurance products issued by Principal National Life Insurance Company (except in NY) and Principal Life Insurance Company®. Plan administrative services offered by Principal Life. Principal Funds\, Inc. is distributed by Principal Funds Distributor\, Inc. Securities offered through Principal Securities\, Inc.\, member SIPC\, and/or independent broker/dealers. Referenced companies are members of the Principal Financial Group®\, Des Moines\, IA 50392. \nNot FDIC or NCUA insured | May lose value | Not a deposit | No bank or credit union guarantee | Not insured by any Federal government agency \nCavalier Associates is not an affiliate with any company of Principal®. \nSubject to the disclosures and terms of the policies and contracts issued by Principal Life Insurance Company. Principal®\, Principal Financial Group®\, Principal Asset Management\, and Principal and the logomark design are registered trademarks and service marks of Principal Financial Services\, Inc.\, a Principal Financial Group company\, in various countries around the world and may be used only with the permission of Principal Financial Services\, Inc. \nFor Financial Professional/Institutional Use Only \n*CPA\, CLU®\, ChFC®\, & CLF® are education designations only\, obtained by the holder by completing the requisite coursework. These designations do not mean the holder is acting in a fiduciary capacity. \n5510595-052026 \n    \n\n        \n                    \n                    \n\n        \n        Questions about the event?\nReach out to Chris Hogan: \n805-409-4498 | Chris.Hogan@CavalierAssociates.com
URL:https://cavalierassociates.com/event/obbb-2025-what-financial-advisors-need-to-know-for-their-business-owner-clients-costa-mesa/
LOCATION:Water Grill\, Costa Mesa\, 3300 Bristol St\, Costa Mesa\, 92626\, United States
CATEGORIES:Cavalier Associates In-Person Events
ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20250911T103000
DTEND;TZID=America/Los_Angeles:20250911T233000
DTSTAMP:20250911T185919Z
CREATED:20250701T203026Z
LAST-MODIFIED:20250911T185919Z
UID:28628-1757586600-1757633400@cavalierassociates.com
SUMMARY:DI 101: Exploring the Basics
DESCRIPTION:About the Event\n\nBusiness continuity\, succession\, and estate planning conversations financial professionals need to be having \nFor Small & Mid-Sized Business Owners \nBusinesses with approximately 5–500 employees\, founder-led companies\, family-owned businesses\, and organizations planning for future ownership or leadership transitions. \nBusiness owners know succession planning is more important than ever — but many remain unprepared for what happens if something unexpected occurs. Join our experts for a timely discussion on the growing pertinent need of business succession and transition planning\, and how advisors can help owners protect their legacy\, their families\, and their businesses. \nYou’ll Learn:\n\nWhy business continuity risk is rising— and why now can be the time to act.\nCommon succession planning gaps advisors are seeing across business owners\nHow estate planning and business succession planning work together to help protect what matters most.\nActionable questions and strategies to help you lead these critical conversations.\n\nZoom: Link provided upon registration. \nSpeakers: \n\nPaul Sargent\, CLU\,ChFC\, CLF\, Regional VP – Business Solutions\, Principal Financial Group\nPatti Bell\, CPA*\, CLU |AVP – Advanced Solutions\, Business and Advanced Solutions\, Principal Financial Group\n\nDisclosures:\nInsurance products issued by Principal National Life Insurance Company (except in NY) and Principal Life Insurance Company®. Plan administrative services offered by Principal Life. Principal Funds\, Inc. is distributed by Principal Funds Distributor\, Inc. Securities offered through Principal Securities\, Inc.\, member SIPC\, and/or independent broker/dealers. Referenced companies are members of the Principal Financial Group®\, Des Moines\, IA 50392. \nNot FDIC or NCUA insured | May lose value | Not a deposit | No bank or credit union guarantee | Not insured by any Federal government agency \nCavalier Associates is not an affiliate with any company of Principal®. \nSubject to the disclosures and terms of the policies and contracts issued by Principal Life Insurance Company. Principal®\, Principal Financial Group®\, Principal Asset Management\, and Principal and the logomark design are registered trademarks and service marks of Principal Financial Services\, Inc.\, a Principal Financial Group company\, in various countries around the world and may be used only with the permission of Principal Financial Services\, Inc. \nFor Financial Professional/Institutional Use Only \n*CPA\, CLU®\, ChFC®\, & CLF® are education designations only\, obtained by the holder by completing the requisite coursework. These designations do not mean the holder is acting in a fiduciary capacity. \n5510595-052026 \n    \n\n        \n                    \n                    \n\n        \n        Questions about the event?\nReach out to Chris Hogan: \n805-409-4498 | Chris.Hogan@CavalierAssociates.com
URL:https://cavalierassociates.com/event/di-101-exploring-the-basics/
CATEGORIES:Cavalier Associates Virtual Events
ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20250910T100000
DTEND;TZID=America/Los_Angeles:20250910T110000
DTSTAMP:20250910T205621Z
CREATED:20250619T164731Z
LAST-MODIFIED:20250910T205621Z
UID:28559-1757498400-1757502000@cavalierassociates.com
SUMMARY:"Stump the Underwriter"...Underwriting Jam Session with Chief Underwriting Officer Ken Turscak and Adam Cavalier
DESCRIPTION:About the Event\n\nBusiness continuity\, succession\, and estate planning conversations financial professionals need to be having \nFor Small & Mid-Sized Business Owners \nBusinesses with approximately 5–500 employees\, founder-led companies\, family-owned businesses\, and organizations planning for future ownership or leadership transitions. \nBusiness owners know succession planning is more important than ever — but many remain unprepared for what happens if something unexpected occurs. Join our experts for a timely discussion on the growing pertinent need of business succession and transition planning\, and how advisors can help owners protect their legacy\, their families\, and their businesses. \nYou’ll Learn:\n\nWhy business continuity risk is rising— and why now can be the time to act.\nCommon succession planning gaps advisors are seeing across business owners\nHow estate planning and business succession planning work together to help protect what matters most.\nActionable questions and strategies to help you lead these critical conversations.\n\nZoom: Link provided upon registration. \nSpeakers: \n\nPaul Sargent\, CLU\,ChFC\, CLF\, Regional VP – Business Solutions\, Principal Financial Group\nPatti Bell\, CPA*\, CLU |AVP – Advanced Solutions\, Business and Advanced Solutions\, Principal Financial Group\n\nDisclosures:\nInsurance products issued by Principal National Life Insurance Company (except in NY) and Principal Life Insurance Company®. Plan administrative services offered by Principal Life. Principal Funds\, Inc. is distributed by Principal Funds Distributor\, Inc. Securities offered through Principal Securities\, Inc.\, member SIPC\, and/or independent broker/dealers. Referenced companies are members of the Principal Financial Group®\, Des Moines\, IA 50392. \nNot FDIC or NCUA insured | May lose value | Not a deposit | No bank or credit union guarantee | Not insured by any Federal government agency \nCavalier Associates is not an affiliate with any company of Principal®. \nSubject to the disclosures and terms of the policies and contracts issued by Principal Life Insurance Company. Principal®\, Principal Financial Group®\, Principal Asset Management\, and Principal and the logomark design are registered trademarks and service marks of Principal Financial Services\, Inc.\, a Principal Financial Group company\, in various countries around the world and may be used only with the permission of Principal Financial Services\, Inc. \nFor Financial Professional/Institutional Use Only \n*CPA\, CLU®\, ChFC®\, & CLF® are education designations only\, obtained by the holder by completing the requisite coursework. These designations do not mean the holder is acting in a fiduciary capacity. \n5510595-052026 \n    \n\n        \n                    \n                    \n\n        \n        Questions about the event?\nReach out to Chris Hogan: \n805-409-4498 | Chris.Hogan@CavalierAssociates.com
URL:https://cavalierassociates.com/event/stump-the-underwriter-underwriting-jam-session-with-chief-underwriting-officer-ken-turscak-and-adam-cavalier4/
CATEGORIES:Cavalier Associates Virtual Events
ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20250820T120000
DTEND;TZID=America/Los_Angeles:20250820T130000
DTSTAMP:20250820T170314Z
CREATED:20250729T194224Z
LAST-MODIFIED:20250820T170314Z
UID:28780-1755691200-1755694800@cavalierassociates.com
SUMMARY:How to Identify Life Insurance Replacements\, Multi-Generational Wealth Building\, and IUL Built for Small Business
DESCRIPTION:About the Event\n\nBusiness continuity\, succession\, and estate planning conversations financial professionals need to be having \nFor Small & Mid-Sized Business Owners \nBusinesses with approximately 5–500 employees\, founder-led companies\, family-owned businesses\, and organizations planning for future ownership or leadership transitions. \nBusiness owners know succession planning is more important than ever — but many remain unprepared for what happens if something unexpected occurs. Join our experts for a timely discussion on the growing pertinent need of business succession and transition planning\, and how advisors can help owners protect their legacy\, their families\, and their businesses. \nYou’ll Learn:\n\nWhy business continuity risk is rising— and why now can be the time to act.\nCommon succession planning gaps advisors are seeing across business owners\nHow estate planning and business succession planning work together to help protect what matters most.\nActionable questions and strategies to help you lead these critical conversations.\n\nZoom: Link provided upon registration. \nSpeakers: \n\nPaul Sargent\, CLU\,ChFC\, CLF\, Regional VP – Business Solutions\, Principal Financial Group\nPatti Bell\, CPA*\, CLU |AVP – Advanced Solutions\, Business and Advanced Solutions\, Principal Financial Group\n\nDisclosures:\nInsurance products issued by Principal National Life Insurance Company (except in NY) and Principal Life Insurance Company®. Plan administrative services offered by Principal Life. Principal Funds\, Inc. is distributed by Principal Funds Distributor\, Inc. Securities offered through Principal Securities\, Inc.\, member SIPC\, and/or independent broker/dealers. Referenced companies are members of the Principal Financial Group®\, Des Moines\, IA 50392. \nNot FDIC or NCUA insured | May lose value | Not a deposit | No bank or credit union guarantee | Not insured by any Federal government agency \nCavalier Associates is not an affiliate with any company of Principal®. \nSubject to the disclosures and terms of the policies and contracts issued by Principal Life Insurance Company. Principal®\, Principal Financial Group®\, Principal Asset Management\, and Principal and the logomark design are registered trademarks and service marks of Principal Financial Services\, Inc.\, a Principal Financial Group company\, in various countries around the world and may be used only with the permission of Principal Financial Services\, Inc. \nFor Financial Professional/Institutional Use Only \n*CPA\, CLU®\, ChFC®\, & CLF® are education designations only\, obtained by the holder by completing the requisite coursework. These designations do not mean the holder is acting in a fiduciary capacity. \n5510595-052026 \n    \n\n        \n                    \n                    \n\n        \n        Questions about the event?\nReach out to Chris Hogan: \n805-409-4498 | Chris.Hogan@CavalierAssociates.com
URL:https://cavalierassociates.com/event/how-to-identify-life-insurance-replacements-multi-generational-wealth-building-and-iul-built-for-small-business-la/
LOCATION:Il Moro Ristorante\, Los Angeles\, 11400 Olympic Blvd\, Los Angeles\, 90064\, United States
CATEGORIES:Cavalier Associates In-Person Events
ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20250819T120000
DTEND;TZID=America/Los_Angeles:20250819T130000
DTSTAMP:20250820T170245Z
CREATED:20250729T172924Z
LAST-MODIFIED:20250820T170245Z
UID:28759-1755604800-1755608400@cavalierassociates.com
SUMMARY:How to Identify Life Insurance Replacements\, Multi-Generational Wealth Building\, and IUL Built for Small Business
DESCRIPTION:About the Event\n\nBusiness continuity\, succession\, and estate planning conversations financial professionals need to be having \nFor Small & Mid-Sized Business Owners \nBusinesses with approximately 5–500 employees\, founder-led companies\, family-owned businesses\, and organizations planning for future ownership or leadership transitions. \nBusiness owners know succession planning is more important than ever — but many remain unprepared for what happens if something unexpected occurs. Join our experts for a timely discussion on the growing pertinent need of business succession and transition planning\, and how advisors can help owners protect their legacy\, their families\, and their businesses. \nYou’ll Learn:\n\nWhy business continuity risk is rising— and why now can be the time to act.\nCommon succession planning gaps advisors are seeing across business owners\nHow estate planning and business succession planning work together to help protect what matters most.\nActionable questions and strategies to help you lead these critical conversations.\n\nZoom: Link provided upon registration. \nSpeakers: \n\nPaul Sargent\, CLU\,ChFC\, CLF\, Regional VP – Business Solutions\, Principal Financial Group\nPatti Bell\, CPA*\, CLU |AVP – Advanced Solutions\, Business and Advanced Solutions\, Principal Financial Group\n\nDisclosures:\nInsurance products issued by Principal National Life Insurance Company (except in NY) and Principal Life Insurance Company®. Plan administrative services offered by Principal Life. Principal Funds\, Inc. is distributed by Principal Funds Distributor\, Inc. Securities offered through Principal Securities\, Inc.\, member SIPC\, and/or independent broker/dealers. Referenced companies are members of the Principal Financial Group®\, Des Moines\, IA 50392. \nNot FDIC or NCUA insured | May lose value | Not a deposit | No bank or credit union guarantee | Not insured by any Federal government agency \nCavalier Associates is not an affiliate with any company of Principal®. \nSubject to the disclosures and terms of the policies and contracts issued by Principal Life Insurance Company. Principal®\, Principal Financial Group®\, Principal Asset Management\, and Principal and the logomark design are registered trademarks and service marks of Principal Financial Services\, Inc.\, a Principal Financial Group company\, in various countries around the world and may be used only with the permission of Principal Financial Services\, Inc. \nFor Financial Professional/Institutional Use Only \n*CPA\, CLU®\, ChFC®\, & CLF® are education designations only\, obtained by the holder by completing the requisite coursework. These designations do not mean the holder is acting in a fiduciary capacity. \n5510595-052026 \n    \n\n        \n                    \n                    \n\n        \n        Questions about the event?\nReach out to Chris Hogan: \n805-409-4498 | Chris.Hogan@CavalierAssociates.com
URL:https://cavalierassociates.com/event/how-to-identify-life-insurance-replacements-multi-generational-wealth-building-and-iul-built-for-small-business/
LOCATION:Nick’s Restaurant\, Pasadena\, 336 S Lake Ave\, Pasadena\, 91101\, United States
CATEGORIES:Cavalier Associates In-Person Events
ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20250814T113000
DTEND;TZID=America/Los_Angeles:20250814T123000
DTSTAMP:20260309T204450Z
CREATED:20260309T204450Z
LAST-MODIFIED:20260309T204450Z
UID:31102-1755171000-1755174600@cavalierassociates.com
SUMMARY:The 2025 IRA Revolution: Ed Slott's Guide to Turning Tax Challenges into Maximum Client Value Copy
DESCRIPTION:About the Event\n\nBusiness continuity\, succession\, and estate planning conversations financial professionals need to be having \nFor Small & Mid-Sized Business Owners \nBusinesses with approximately 5–500 employees\, founder-led companies\, family-owned businesses\, and organizations planning for future ownership or leadership transitions. \nBusiness owners know succession planning is more important than ever — but many remain unprepared for what happens if something unexpected occurs. Join our experts for a timely discussion on the growing pertinent need of business succession and transition planning\, and how advisors can help owners protect their legacy\, their families\, and their businesses. \nYou’ll Learn:\n\nWhy business continuity risk is rising— and why now can be the time to act.\nCommon succession planning gaps advisors are seeing across business owners\nHow estate planning and business succession planning work together to help protect what matters most.\nActionable questions and strategies to help you lead these critical conversations.\n\nZoom: Link provided upon registration. \nSpeakers: \n\nPaul Sargent\, CLU\,ChFC\, CLF\, Regional VP – Business Solutions\, Principal Financial Group\nPatti Bell\, CPA*\, CLU |AVP – Advanced Solutions\, Business and Advanced Solutions\, Principal Financial Group\n\nDisclosures:\nInsurance products issued by Principal National Life Insurance Company (except in NY) and Principal Life Insurance Company®. Plan administrative services offered by Principal Life. Principal Funds\, Inc. is distributed by Principal Funds Distributor\, Inc. Securities offered through Principal Securities\, Inc.\, member SIPC\, and/or independent broker/dealers. Referenced companies are members of the Principal Financial Group®\, Des Moines\, IA 50392. \nNot FDIC or NCUA insured | May lose value | Not a deposit | No bank or credit union guarantee | Not insured by any Federal government agency \nCavalier Associates is not an affiliate with any company of Principal®. \nSubject to the disclosures and terms of the policies and contracts issued by Principal Life Insurance Company. Principal®\, Principal Financial Group®\, Principal Asset Management\, and Principal and the logomark design are registered trademarks and service marks of Principal Financial Services\, Inc.\, a Principal Financial Group company\, in various countries around the world and may be used only with the permission of Principal Financial Services\, Inc. \nFor Financial Professional/Institutional Use Only \n*CPA\, CLU®\, ChFC®\, & CLF® are education designations only\, obtained by the holder by completing the requisite coursework. These designations do not mean the holder is acting in a fiduciary capacity. \n5510595-052026 \n    \n\n        \n                    \n                    \n\n        \n        Questions about the event?\nReach out to Chris Hogan: \n805-409-4498 | Chris.Hogan@CavalierAssociates.com
URL:https://cavalierassociates.com/event/the-2025-ira-revolution-10/
CATEGORIES:Cavalier Associates Virtual Events
ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20250814T113000
DTEND;TZID=America/Los_Angeles:20250814T123000
DTSTAMP:20260309T204446Z
CREATED:20260309T204446Z
LAST-MODIFIED:20260309T204446Z
UID:31099-1755171000-1755174600@cavalierassociates.com
SUMMARY:The 2025 IRA Revolution: Ed Slott's Guide to Turning Tax Challenges into Maximum Client Value Copy
DESCRIPTION:About the Event\n\nBusiness continuity\, succession\, and estate planning conversations financial professionals need to be having \nFor Small & Mid-Sized Business Owners \nBusinesses with approximately 5–500 employees\, founder-led companies\, family-owned businesses\, and organizations planning for future ownership or leadership transitions. \nBusiness owners know succession planning is more important than ever — but many remain unprepared for what happens if something unexpected occurs. Join our experts for a timely discussion on the growing pertinent need of business succession and transition planning\, and how advisors can help owners protect their legacy\, their families\, and their businesses. \nYou’ll Learn:\n\nWhy business continuity risk is rising— and why now can be the time to act.\nCommon succession planning gaps advisors are seeing across business owners\nHow estate planning and business succession planning work together to help protect what matters most.\nActionable questions and strategies to help you lead these critical conversations.\n\nZoom: Link provided upon registration. \nSpeakers: \n\nPaul Sargent\, CLU\,ChFC\, CLF\, Regional VP – Business Solutions\, Principal Financial Group\nPatti Bell\, CPA*\, CLU |AVP – Advanced Solutions\, Business and Advanced Solutions\, Principal Financial Group\n\nDisclosures:\nInsurance products issued by Principal National Life Insurance Company (except in NY) and Principal Life Insurance Company®. Plan administrative services offered by Principal Life. Principal Funds\, Inc. is distributed by Principal Funds Distributor\, Inc. Securities offered through Principal Securities\, Inc.\, member SIPC\, and/or independent broker/dealers. Referenced companies are members of the Principal Financial Group®\, Des Moines\, IA 50392. \nNot FDIC or NCUA insured | May lose value | Not a deposit | No bank or credit union guarantee | Not insured by any Federal government agency \nCavalier Associates is not an affiliate with any company of Principal®. \nSubject to the disclosures and terms of the policies and contracts issued by Principal Life Insurance Company. Principal®\, Principal Financial Group®\, Principal Asset Management\, and Principal and the logomark design are registered trademarks and service marks of Principal Financial Services\, Inc.\, a Principal Financial Group company\, in various countries around the world and may be used only with the permission of Principal Financial Services\, Inc. \nFor Financial Professional/Institutional Use Only \n*CPA\, CLU®\, ChFC®\, & CLF® are education designations only\, obtained by the holder by completing the requisite coursework. These designations do not mean the holder is acting in a fiduciary capacity. \n5510595-052026 \n    \n\n        \n                    \n                    \n\n        \n        Questions about the event?\nReach out to Chris Hogan: \n805-409-4498 | Chris.Hogan@CavalierAssociates.com
URL:https://cavalierassociates.com/event/the-2025-ira-revolution-9/
CATEGORIES:Cavalier Associates Virtual Events
ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20250814T113000
DTEND;TZID=America/Los_Angeles:20250814T123000
DTSTAMP:20260309T204444Z
CREATED:20260309T204444Z
LAST-MODIFIED:20260309T204444Z
UID:31096-1755171000-1755174600@cavalierassociates.com
SUMMARY:The 2025 IRA Revolution: Ed Slott's Guide to Turning Tax Challenges into Maximum Client Value Copy
DESCRIPTION:About the Event\n\nBusiness continuity\, succession\, and estate planning conversations financial professionals need to be having \nFor Small & Mid-Sized Business Owners \nBusinesses with approximately 5–500 employees\, founder-led companies\, family-owned businesses\, and organizations planning for future ownership or leadership transitions. \nBusiness owners know succession planning is more important than ever — but many remain unprepared for what happens if something unexpected occurs. Join our experts for a timely discussion on the growing pertinent need of business succession and transition planning\, and how advisors can help owners protect their legacy\, their families\, and their businesses. \nYou’ll Learn:\n\nWhy business continuity risk is rising— and why now can be the time to act.\nCommon succession planning gaps advisors are seeing across business owners\nHow estate planning and business succession planning work together to help protect what matters most.\nActionable questions and strategies to help you lead these critical conversations.\n\nZoom: Link provided upon registration. \nSpeakers: \n\nPaul Sargent\, CLU\,ChFC\, CLF\, Regional VP – Business Solutions\, Principal Financial Group\nPatti Bell\, CPA*\, CLU |AVP – Advanced Solutions\, Business and Advanced Solutions\, Principal Financial Group\n\nDisclosures:\nInsurance products issued by Principal National Life Insurance Company (except in NY) and Principal Life Insurance Company®. Plan administrative services offered by Principal Life. Principal Funds\, Inc. is distributed by Principal Funds Distributor\, Inc. Securities offered through Principal Securities\, Inc.\, member SIPC\, and/or independent broker/dealers. Referenced companies are members of the Principal Financial Group®\, Des Moines\, IA 50392. \nNot FDIC or NCUA insured | May lose value | Not a deposit | No bank or credit union guarantee | Not insured by any Federal government agency \nCavalier Associates is not an affiliate with any company of Principal®. \nSubject to the disclosures and terms of the policies and contracts issued by Principal Life Insurance Company. Principal®\, Principal Financial Group®\, Principal Asset Management\, and Principal and the logomark design are registered trademarks and service marks of Principal Financial Services\, Inc.\, a Principal Financial Group company\, in various countries around the world and may be used only with the permission of Principal Financial Services\, Inc. \nFor Financial Professional/Institutional Use Only \n*CPA\, CLU®\, ChFC®\, & CLF® are education designations only\, obtained by the holder by completing the requisite coursework. These designations do not mean the holder is acting in a fiduciary capacity. \n5510595-052026 \n    \n\n        \n                    \n                    \n\n        \n        Questions about the event?\nReach out to Chris Hogan: \n805-409-4498 | Chris.Hogan@CavalierAssociates.com
URL:https://cavalierassociates.com/event/the-2025-ira-revolution-8/
CATEGORIES:Cavalier Associates Virtual Events
ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20250814T113000
DTEND;TZID=America/Los_Angeles:20250814T123000
DTSTAMP:20260309T204438Z
CREATED:20260309T204437Z
LAST-MODIFIED:20260309T204438Z
UID:31093-1755171000-1755174600@cavalierassociates.com
SUMMARY:The 2025 IRA Revolution: Ed Slott's Guide to Turning Tax Challenges into Maximum Client Value Copy
DESCRIPTION:About the Event\n\nBusiness continuity\, succession\, and estate planning conversations financial professionals need to be having \nFor Small & Mid-Sized Business Owners \nBusinesses with approximately 5–500 employees\, founder-led companies\, family-owned businesses\, and organizations planning for future ownership or leadership transitions. \nBusiness owners know succession planning is more important than ever — but many remain unprepared for what happens if something unexpected occurs. Join our experts for a timely discussion on the growing pertinent need of business succession and transition planning\, and how advisors can help owners protect their legacy\, their families\, and their businesses. \nYou’ll Learn:\n\nWhy business continuity risk is rising— and why now can be the time to act.\nCommon succession planning gaps advisors are seeing across business owners\nHow estate planning and business succession planning work together to help protect what matters most.\nActionable questions and strategies to help you lead these critical conversations.\n\nZoom: Link provided upon registration. \nSpeakers: \n\nPaul Sargent\, CLU\,ChFC\, CLF\, Regional VP – Business Solutions\, Principal Financial Group\nPatti Bell\, CPA*\, CLU |AVP – Advanced Solutions\, Business and Advanced Solutions\, Principal Financial Group\n\nDisclosures:\nInsurance products issued by Principal National Life Insurance Company (except in NY) and Principal Life Insurance Company®. Plan administrative services offered by Principal Life. Principal Funds\, Inc. is distributed by Principal Funds Distributor\, Inc. Securities offered through Principal Securities\, Inc.\, member SIPC\, and/or independent broker/dealers. Referenced companies are members of the Principal Financial Group®\, Des Moines\, IA 50392. \nNot FDIC or NCUA insured | May lose value | Not a deposit | No bank or credit union guarantee | Not insured by any Federal government agency \nCavalier Associates is not an affiliate with any company of Principal®. \nSubject to the disclosures and terms of the policies and contracts issued by Principal Life Insurance Company. Principal®\, Principal Financial Group®\, Principal Asset Management\, and Principal and the logomark design are registered trademarks and service marks of Principal Financial Services\, Inc.\, a Principal Financial Group company\, in various countries around the world and may be used only with the permission of Principal Financial Services\, Inc. \nFor Financial Professional/Institutional Use Only \n*CPA\, CLU®\, ChFC®\, & CLF® are education designations only\, obtained by the holder by completing the requisite coursework. These designations do not mean the holder is acting in a fiduciary capacity. \n5510595-052026 \n    \n\n        \n                    \n                    \n\n        \n        Questions about the event?\nReach out to Chris Hogan: \n805-409-4498 | Chris.Hogan@CavalierAssociates.com
URL:https://cavalierassociates.com/event/the-2025-ira-revolution-7/
CATEGORIES:Cavalier Associates Virtual Events
ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20250814T113000
DTEND;TZID=America/Los_Angeles:20250814T123000
DTSTAMP:20260309T204436Z
CREATED:20260309T204435Z
LAST-MODIFIED:20260309T204436Z
UID:31090-1755171000-1755174600@cavalierassociates.com
SUMMARY:The 2025 IRA Revolution: Ed Slott's Guide to Turning Tax Challenges into Maximum Client Value Copy
DESCRIPTION:About the Event\n\nBusiness continuity\, succession\, and estate planning conversations financial professionals need to be having \nFor Small & Mid-Sized Business Owners \nBusinesses with approximately 5–500 employees\, founder-led companies\, family-owned businesses\, and organizations planning for future ownership or leadership transitions. \nBusiness owners know succession planning is more important than ever — but many remain unprepared for what happens if something unexpected occurs. Join our experts for a timely discussion on the growing pertinent need of business succession and transition planning\, and how advisors can help owners protect their legacy\, their families\, and their businesses. \nYou’ll Learn:\n\nWhy business continuity risk is rising— and why now can be the time to act.\nCommon succession planning gaps advisors are seeing across business owners\nHow estate planning and business succession planning work together to help protect what matters most.\nActionable questions and strategies to help you lead these critical conversations.\n\nZoom: Link provided upon registration. \nSpeakers: \n\nPaul Sargent\, CLU\,ChFC\, CLF\, Regional VP – Business Solutions\, Principal Financial Group\nPatti Bell\, CPA*\, CLU |AVP – Advanced Solutions\, Business and Advanced Solutions\, Principal Financial Group\n\nDisclosures:\nInsurance products issued by Principal National Life Insurance Company (except in NY) and Principal Life Insurance Company®. Plan administrative services offered by Principal Life. Principal Funds\, Inc. is distributed by Principal Funds Distributor\, Inc. Securities offered through Principal Securities\, Inc.\, member SIPC\, and/or independent broker/dealers. Referenced companies are members of the Principal Financial Group®\, Des Moines\, IA 50392. \nNot FDIC or NCUA insured | May lose value | Not a deposit | No bank or credit union guarantee | Not insured by any Federal government agency \nCavalier Associates is not an affiliate with any company of Principal®. \nSubject to the disclosures and terms of the policies and contracts issued by Principal Life Insurance Company. Principal®\, Principal Financial Group®\, Principal Asset Management\, and Principal and the logomark design are registered trademarks and service marks of Principal Financial Services\, Inc.\, a Principal Financial Group company\, in various countries around the world and may be used only with the permission of Principal Financial Services\, Inc. \nFor Financial Professional/Institutional Use Only \n*CPA\, CLU®\, ChFC®\, & CLF® are education designations only\, obtained by the holder by completing the requisite coursework. These designations do not mean the holder is acting in a fiduciary capacity. \n5510595-052026 \n    \n\n        \n                    \n                    \n\n        \n        Questions about the event?\nReach out to Chris Hogan: \n805-409-4498 | Chris.Hogan@CavalierAssociates.com
URL:https://cavalierassociates.com/event/the-2025-ira-revolution-6/
CATEGORIES:Cavalier Associates Virtual Events
ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20250814T113000
DTEND;TZID=America/Los_Angeles:20250814T123000
DTSTAMP:20260309T204432Z
CREATED:20260309T204432Z
LAST-MODIFIED:20260309T204432Z
UID: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 Event\n\nBusiness continuity\, succession\, and estate planning conversations financial professionals need to be having \nFor Small & Mid-Sized Business Owners \nBusinesses with approximately 5–500 employees\, founder-led companies\, family-owned businesses\, and organizations planning for future ownership or leadership transitions. \nBusiness owners know succession planning is more important than ever — but many remain unprepared for what happens if something unexpected occurs. Join our experts for a timely discussion on the growing pertinent need of business succession and transition planning\, and how advisors can help owners protect their legacy\, their families\, and their businesses. \nYou’ll Learn:\n\nWhy business continuity risk is rising— and why now can be the time to act.\nCommon succession planning gaps advisors are seeing across business owners\nHow estate planning and business succession planning work together to help protect what matters most.\nActionable questions and strategies to help you lead these critical conversations.\n\nZoom: Link provided upon registration. \nSpeakers: \n\nPaul Sargent\, CLU\,ChFC\, CLF\, Regional VP – Business Solutions\, Principal Financial Group\nPatti Bell\, CPA*\, CLU |AVP – Advanced Solutions\, Business and Advanced Solutions\, Principal Financial Group\n\nDisclosures:\nInsurance products issued by Principal National Life Insurance Company (except in NY) and Principal Life Insurance Company®. Plan administrative services offered by Principal Life. Principal Funds\, Inc. is distributed by Principal Funds Distributor\, Inc. Securities offered through Principal Securities\, Inc.\, member SIPC\, and/or independent broker/dealers. Referenced companies are members of the Principal Financial Group®\, Des Moines\, IA 50392. \nNot FDIC or NCUA insured | May lose value | Not a deposit | No bank or credit union guarantee | Not insured by any Federal government agency \nCavalier Associates is not an affiliate with any company of Principal®. \nSubject to the disclosures and terms of the policies and contracts issued by Principal Life Insurance Company. Principal®\, Principal Financial Group®\, Principal Asset Management\, and Principal and the logomark design are registered trademarks and service marks of Principal Financial Services\, Inc.\, a Principal Financial Group company\, in various countries around the world and may be used only with the permission of Principal Financial Services\, Inc. \nFor Financial Professional/Institutional Use Only \n*CPA\, CLU®\, ChFC®\, & CLF® are education designations only\, obtained by the holder by completing the requisite coursework. These designations do not mean the holder is acting in a fiduciary capacity. \n5510595-052026 \n    \n\n        \n                    \n                    \n\n        \n        Questions about the event?\nReach out to Chris Hogan: \n805-409-4498 | Chris.Hogan@CavalierAssociates.com
URL:https://cavalierassociates.com/event/the-2025-ira-revolution-5/
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 Event\n\nBusiness continuity\, succession\, and estate planning conversations financial professionals need to be having \nFor Small & Mid-Sized Business Owners \nBusinesses with approximately 5–500 employees\, founder-led companies\, family-owned businesses\, and organizations planning for future ownership or leadership transitions. \nBusiness owners know succession planning is more important than ever — but many remain unprepared for what happens if something unexpected occurs. Join our experts for a timely discussion on the growing pertinent need of business succession and transition planning\, and how advisors can help owners protect their legacy\, their families\, and their businesses. \nYou’ll Learn:\n\nWhy business continuity risk is rising— and why now can be the time to act.\nCommon succession planning gaps advisors are seeing across business owners\nHow estate planning and business succession planning work together to help protect what matters most.\nActionable questions and strategies to help you lead these critical conversations.\n\nZoom: Link provided upon registration. \nSpeakers: \n\nPaul Sargent\, CLU\,ChFC\, CLF\, Regional VP – Business Solutions\, Principal Financial Group\nPatti Bell\, CPA*\, CLU |AVP – Advanced Solutions\, Business and Advanced Solutions\, Principal Financial Group\n\nDisclosures:\nInsurance products issued by Principal National Life Insurance Company (except in NY) and Principal Life Insurance Company®. Plan administrative services offered by Principal Life. Principal Funds\, Inc. is distributed by Principal Funds Distributor\, Inc. Securities offered through Principal Securities\, Inc.\, member SIPC\, and/or independent broker/dealers. Referenced companies are members of the Principal Financial Group®\, Des Moines\, IA 50392. \nNot FDIC or NCUA insured | May lose value | Not a deposit | No bank or credit union guarantee | Not insured by any Federal government agency \nCavalier Associates is not an affiliate with any company of Principal®. \nSubject to the disclosures and terms of the policies and contracts issued by Principal Life Insurance Company. Principal®\, Principal Financial Group®\, Principal Asset Management\, and Principal and the logomark design are registered trademarks and service marks of Principal Financial Services\, Inc.\, a Principal Financial Group company\, in various countries around the world and may be used only with the permission of Principal Financial Services\, Inc. \nFor Financial Professional/Institutional Use Only \n*CPA\, CLU®\, ChFC®\, & CLF® are education designations only\, obtained by the holder by completing the requisite coursework. These designations do not mean the holder is acting in a fiduciary capacity. \n5510595-052026 \n    \n\n        \n                    \n                    \n\n        \n        Questions about the event?\nReach out to Chris Hogan: \n805-409-4498 | Chris.Hogan@CavalierAssociates.com
URL:https://cavalierassociates.com/event/the-2025-ira-revolution-4/
CATEGORIES:Cavalier Associates Virtual Events
ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com
END:VEVENT
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 Event\n\nBusiness continuity\, succession\, and estate planning conversations financial professionals need to be having \nFor Small & Mid-Sized Business Owners \nBusinesses with approximately 5–500 employees\, founder-led companies\, family-owned businesses\, and organizations planning for future ownership or leadership transitions. \nBusiness owners know succession planning is more important than ever — but many remain unprepared for what happens if something unexpected occurs. Join our experts for a timely discussion on the growing pertinent need of business succession and transition planning\, and how advisors can help owners protect their legacy\, their families\, and their businesses. \nYou’ll Learn:\n\nWhy business continuity risk is rising— and why now can be the time to act.\nCommon succession planning gaps advisors are seeing across business owners\nHow estate planning and business succession planning work together to help protect what matters most.\nActionable questions and strategies to help you lead these critical conversations.\n\nZoom: Link provided upon registration. \nSpeakers: \n\nPaul Sargent\, CLU\,ChFC\, CLF\, Regional VP – Business Solutions\, Principal Financial Group\nPatti Bell\, CPA*\, CLU |AVP – Advanced Solutions\, Business and Advanced Solutions\, Principal Financial Group\n\nDisclosures:\nInsurance products issued by Principal National Life Insurance Company (except in NY) and Principal Life Insurance Company®. Plan administrative services offered by Principal Life. Principal Funds\, Inc. is distributed by Principal Funds Distributor\, Inc. Securities offered through Principal Securities\, Inc.\, member SIPC\, and/or independent broker/dealers. Referenced companies are members of the Principal Financial Group®\, Des Moines\, IA 50392. \nNot FDIC or NCUA insured | May lose value | Not a deposit | No bank or credit union guarantee | Not insured by any Federal government agency \nCavalier Associates is not an affiliate with any company of Principal®. \nSubject to the disclosures and terms of the policies and contracts issued by Principal Life Insurance Company. Principal®\, Principal Financial Group®\, Principal Asset Management\, and Principal and the logomark design are registered trademarks and service marks of Principal Financial Services\, Inc.\, a Principal Financial Group company\, in various countries around the world and may be used only with the permission of Principal Financial Services\, Inc. \nFor Financial Professional/Institutional Use Only \n*CPA\, CLU®\, ChFC®\, & CLF® are education designations only\, obtained by the holder by completing the requisite coursework. These designations do not mean the holder is acting in a fiduciary capacity. \n5510595-052026 \n    \n\n        \n                    \n                    \n\n        \n        Questions about the event?\nReach out to Chris Hogan: \n805-409-4498 | Chris.Hogan@CavalierAssociates.com
URL:https://cavalierassociates.com/event/the-2025-ira-revolution-3/
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 Event\n\nBusiness continuity\, succession\, and estate planning conversations financial professionals need to be having \nFor Small & Mid-Sized Business Owners \nBusinesses with approximately 5–500 employees\, founder-led companies\, family-owned businesses\, and organizations planning for future ownership or leadership transitions. \nBusiness owners know succession planning is more important than ever — but many remain unprepared for what happens if something unexpected occurs. Join our experts for a timely discussion on the growing pertinent need of business succession and transition planning\, and how advisors can help owners protect their legacy\, their families\, and their businesses. \nYou’ll Learn:\n\nWhy business continuity risk is rising— and why now can be the time to act.\nCommon succession planning gaps advisors are seeing across business owners\nHow estate planning and business succession planning work together to help protect what matters most.\nActionable questions and strategies to help you lead these critical conversations.\n\nZoom: Link provided upon registration. \nSpeakers: \n\nPaul Sargent\, CLU\,ChFC\, CLF\, Regional VP – Business Solutions\, Principal Financial Group\nPatti Bell\, CPA*\, CLU |AVP – Advanced Solutions\, Business and Advanced Solutions\, Principal Financial Group\n\nDisclosures:\nInsurance products issued by Principal National Life Insurance Company (except in NY) and Principal Life Insurance Company®. Plan administrative services offered by Principal Life. Principal Funds\, Inc. is distributed by Principal Funds Distributor\, Inc. Securities offered through Principal Securities\, Inc.\, member SIPC\, and/or independent broker/dealers. Referenced companies are members of the Principal Financial Group®\, Des Moines\, IA 50392. \nNot FDIC or NCUA insured | May lose value | Not a deposit | No bank or credit union guarantee | Not insured by any Federal government agency \nCavalier Associates is not an affiliate with any company of Principal®. \nSubject to the disclosures and terms of the policies and contracts issued by Principal Life Insurance Company. Principal®\, Principal Financial Group®\, Principal Asset Management\, and Principal and the logomark design are registered trademarks and service marks of Principal Financial Services\, Inc.\, a Principal Financial Group company\, in various countries around the world and may be used only with the permission of Principal Financial Services\, Inc. \nFor Financial Professional/Institutional Use Only \n*CPA\, CLU®\, ChFC®\, & CLF® are education designations only\, obtained by the holder by completing the requisite coursework. These designations do not mean the holder is acting in a fiduciary capacity. \n5510595-052026 \n    \n\n        \n                    \n                    \n\n        \n        Questions about the event?\nReach out to Chris Hogan: \n805-409-4498 | Chris.Hogan@CavalierAssociates.com
URL:https://cavalierassociates.com/event/the-2025-ira-revolution-2/
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 Event\n\nBusiness continuity\, succession\, and estate planning conversations financial professionals need to be having \nFor Small & Mid-Sized Business Owners \nBusinesses with approximately 5–500 employees\, founder-led companies\, family-owned businesses\, and organizations planning for future ownership or leadership transitions. \nBusiness owners know succession planning is more important than ever — but many remain unprepared for what happens if something unexpected occurs. Join our experts for a timely discussion on the growing pertinent need of business succession and transition planning\, and how advisors can help owners protect their legacy\, their families\, and their businesses. \nYou’ll Learn:\n\nWhy business continuity risk is rising— and why now can be the time to act.\nCommon succession planning gaps advisors are seeing across business owners\nHow estate planning and business succession planning work together to help protect what matters most.\nActionable questions and strategies to help you lead these critical conversations.\n\nZoom: Link provided upon registration. \nSpeakers: \n\nPaul Sargent\, CLU\,ChFC\, CLF\, Regional VP – Business Solutions\, Principal Financial Group\nPatti Bell\, CPA*\, CLU |AVP – Advanced Solutions\, Business and Advanced Solutions\, Principal Financial Group\n\nDisclosures:\nInsurance products issued by Principal National Life Insurance Company (except in NY) and Principal Life Insurance Company®. Plan administrative services offered by Principal Life. Principal Funds\, Inc. is distributed by Principal Funds Distributor\, Inc. Securities offered through Principal Securities\, Inc.\, member SIPC\, and/or independent broker/dealers. Referenced companies are members of the Principal Financial Group®\, Des Moines\, IA 50392. \nNot FDIC or NCUA insured | May lose value | Not a deposit | No bank or credit union guarantee | Not insured by any Federal government agency \nCavalier Associates is not an affiliate with any company of Principal®. \nSubject to the disclosures and terms of the policies and contracts issued by Principal Life Insurance Company. Principal®\, Principal Financial Group®\, Principal Asset Management\, and Principal and the logomark design are registered trademarks and service marks of Principal Financial Services\, Inc.\, a Principal Financial Group company\, in various countries around the world and may be used only with the permission of Principal Financial Services\, Inc. \nFor Financial Professional/Institutional Use Only \n*CPA\, CLU®\, ChFC®\, & CLF® are education designations only\, obtained by the holder by completing the requisite coursework. These designations do not mean the holder is acting in a fiduciary capacity. \n5510595-052026 \n    \n\n        \n                    \n                    \n\n        \n        Questions about the event?\nReach out to Chris Hogan: \n805-409-4498 | Chris.Hogan@CavalierAssociates.com
URL:https://cavalierassociates.com/event/the-2025-ira-revolution/
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 Event\n\nBusiness continuity\, succession\, and estate planning conversations financial professionals need to be having \nFor Small & Mid-Sized Business Owners \nBusinesses with approximately 5–500 employees\, founder-led companies\, family-owned businesses\, and organizations planning for future ownership or leadership transitions. \nBusiness owners know succession planning is more important than ever — but many remain unprepared for what happens if something unexpected occurs. Join our experts for a timely discussion on the growing pertinent need of business succession and transition planning\, and how advisors can help owners protect their legacy\, their families\, and their businesses. \nYou’ll Learn:\n\nWhy business continuity risk is rising— and why now can be the time to act.\nCommon succession planning gaps advisors are seeing across business owners\nHow estate planning and business succession planning work together to help protect what matters most.\nActionable questions and strategies to help you lead these critical conversations.\n\nZoom: Link provided upon registration. \nSpeakers: \n\nPaul Sargent\, CLU\,ChFC\, CLF\, Regional VP – Business Solutions\, Principal Financial Group\nPatti Bell\, CPA*\, CLU |AVP – Advanced Solutions\, Business and Advanced Solutions\, Principal Financial Group\n\nDisclosures:\nInsurance products issued by Principal National Life Insurance Company (except in NY) and Principal Life Insurance Company®. Plan administrative services offered by Principal Life. Principal Funds\, Inc. is distributed by Principal Funds Distributor\, Inc. Securities offered through Principal Securities\, Inc.\, member SIPC\, and/or independent broker/dealers. Referenced companies are members of the Principal Financial Group®\, Des Moines\, IA 50392. \nNot FDIC or NCUA insured | May lose value | Not a deposit | No bank or credit union guarantee | Not insured by any Federal government agency \nCavalier Associates is not an affiliate with any company of Principal®. \nSubject to the disclosures and terms of the policies and contracts issued by Principal Life Insurance Company. Principal®\, Principal Financial Group®\, Principal Asset Management\, and Principal and the logomark design are registered trademarks and service marks of Principal Financial Services\, Inc.\, a Principal Financial Group company\, in various countries around the world and may be used only with the permission of Principal Financial Services\, Inc. \nFor Financial Professional/Institutional Use Only \n*CPA\, CLU®\, ChFC®\, & CLF® are education designations only\, obtained by the holder by completing the requisite coursework. These designations do not mean the holder is acting in a fiduciary capacity. \n5510595-052026 \n    \n\n        \n                    \n                    \n\n        \n        Questions about the event?\nReach out to Chris Hogan: \n805-409-4498 | Chris.Hogan@CavalierAssociates.com
URL:https://cavalierassociates.com/event/stump-the-underwriter-underwriting-jam-session-with-chief-underwriting-officer-ken-turscak-and-adam-cavalier3/
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 Event\n\nBusiness continuity\, succession\, and estate planning conversations financial professionals need to be having \nFor Small & Mid-Sized Business Owners \nBusinesses with approximately 5–500 employees\, founder-led companies\, family-owned businesses\, and organizations planning for future ownership or leadership transitions. \nBusiness owners know succession planning is more important than ever — but many remain unprepared for what happens if something unexpected occurs. Join our experts for a timely discussion on the growing pertinent need of business succession and transition planning\, and how advisors can help owners protect their legacy\, their families\, and their businesses. \nYou’ll Learn:\n\nWhy business continuity risk is rising— and why now can be the time to act.\nCommon succession planning gaps advisors are seeing across business owners\nHow estate planning and business succession planning work together to help protect what matters most.\nActionable questions and strategies to help you lead these critical conversations.\n\nZoom: Link provided upon registration. \nSpeakers: \n\nPaul Sargent\, CLU\,ChFC\, CLF\, Regional VP – Business Solutions\, Principal Financial Group\nPatti Bell\, CPA*\, CLU |AVP – Advanced Solutions\, Business and Advanced Solutions\, Principal Financial Group\n\nDisclosures:\nInsurance products issued by Principal National Life Insurance Company (except in NY) and Principal Life Insurance Company®. Plan administrative services offered by Principal Life. Principal Funds\, Inc. is distributed by Principal Funds Distributor\, Inc. Securities offered through Principal Securities\, Inc.\, member SIPC\, and/or independent broker/dealers. Referenced companies are members of the Principal Financial Group®\, Des Moines\, IA 50392. \nNot FDIC or NCUA insured | May lose value | Not a deposit | No bank or credit union guarantee | Not insured by any Federal government agency \nCavalier Associates is not an affiliate with any company of Principal®. \nSubject to the disclosures and terms of the policies and contracts issued by Principal Life Insurance Company. Principal®\, Principal Financial Group®\, Principal Asset Management\, and Principal and the logomark design are registered trademarks and service marks of Principal Financial Services\, Inc.\, a Principal Financial Group company\, in various countries around the world and may be used only with the permission of Principal Financial Services\, Inc. \nFor Financial Professional/Institutional Use Only \n*CPA\, CLU®\, ChFC®\, & CLF® are education designations only\, obtained by the holder by completing the requisite coursework. These designations do not mean the holder is acting in a fiduciary capacity. \n5510595-052026 \n    \n\n        \n                    \n                    \n\n        \n        Questions about the event?\nReach out to Chris Hogan: \n805-409-4498 | Chris.Hogan@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 Event\n\nBusiness continuity\, succession\, and estate planning conversations financial professionals need to be having \nFor Small & Mid-Sized Business Owners \nBusinesses with approximately 5–500 employees\, founder-led companies\, family-owned businesses\, and organizations planning for future ownership or leadership transitions. \nBusiness owners know succession planning is more important than ever — but many remain unprepared for what happens if something unexpected occurs. Join our experts for a timely discussion on the growing pertinent need of business succession and transition planning\, and how advisors can help owners protect their legacy\, their families\, and their businesses. \nYou’ll Learn:\n\nWhy business continuity risk is rising— and why now can be the time to act.\nCommon succession planning gaps advisors are seeing across business owners\nHow estate planning and business succession planning work together to help protect what matters most.\nActionable questions and strategies to help you lead these critical conversations.\n\nZoom: Link provided upon registration. \nSpeakers: \n\nPaul Sargent\, CLU\,ChFC\, CLF\, Regional VP – Business Solutions\, Principal Financial Group\nPatti Bell\, CPA*\, CLU |AVP – Advanced Solutions\, Business and Advanced Solutions\, Principal Financial Group\n\nDisclosures:\nInsurance products issued by Principal National Life Insurance Company (except in NY) and Principal Life Insurance Company®. Plan administrative services offered by Principal Life. Principal Funds\, Inc. is distributed by Principal Funds Distributor\, Inc. Securities offered through Principal Securities\, Inc.\, member SIPC\, and/or independent broker/dealers. Referenced companies are members of the Principal Financial Group®\, Des Moines\, IA 50392. \nNot FDIC or NCUA insured | May lose value | Not a deposit | No bank or credit union guarantee | Not insured by any Federal government agency \nCavalier Associates is not an affiliate with any company of Principal®. \nSubject to the disclosures and terms of the policies and contracts issued by Principal Life Insurance Company. Principal®\, Principal Financial Group®\, Principal Asset Management\, and Principal and the logomark design are registered trademarks and service marks of Principal Financial Services\, Inc.\, a Principal Financial Group company\, in various countries around the world and may be used only with the permission of Principal Financial Services\, Inc. \nFor Financial Professional/Institutional Use Only \n*CPA\, CLU®\, ChFC®\, & CLF® are education designations only\, obtained by the holder by completing the requisite coursework. These designations do not mean the holder is acting in a fiduciary capacity. \n5510595-052026 \n    \n\n        \n                    \n                    \n\n        \n        Questions about the event?\nReach out to Chris Hogan: \n805-409-4498 | Chris.Hogan@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 Event\n\nBusiness continuity\, succession\, and estate planning conversations financial professionals need to be having \nFor Small & Mid-Sized Business Owners \nBusinesses with approximately 5–500 employees\, founder-led companies\, family-owned businesses\, and organizations planning for future ownership or leadership transitions. \nBusiness owners know succession planning is more important than ever — but many remain unprepared for what happens if something unexpected occurs. Join our experts for a timely discussion on the growing pertinent need of business succession and transition planning\, and how advisors can help owners protect their legacy\, their families\, and their businesses. \nYou’ll Learn:\n\nWhy business continuity risk is rising— and why now can be the time to act.\nCommon succession planning gaps advisors are seeing across business owners\nHow estate planning and business succession planning work together to help protect what matters most.\nActionable questions and strategies to help you lead these critical conversations.\n\nZoom: Link provided upon registration. \nSpeakers: \n\nPaul Sargent\, CLU\,ChFC\, CLF\, Regional VP – Business Solutions\, Principal Financial Group\nPatti Bell\, CPA*\, CLU |AVP – Advanced Solutions\, Business and Advanced Solutions\, Principal Financial Group\n\nDisclosures:\nInsurance products issued by Principal National Life Insurance Company (except in NY) and Principal Life Insurance Company®. Plan administrative services offered by Principal Life. Principal Funds\, Inc. is distributed by Principal Funds Distributor\, Inc. Securities offered through Principal Securities\, Inc.\, member SIPC\, and/or independent broker/dealers. Referenced companies are members of the Principal Financial Group®\, Des Moines\, IA 50392. \nNot FDIC or NCUA insured | May lose value | Not a deposit | No bank or credit union guarantee | Not insured by any Federal government agency \nCavalier Associates is not an affiliate with any company of Principal®. \nSubject to the disclosures and terms of the policies and contracts issued by Principal Life Insurance Company. Principal®\, Principal Financial Group®\, Principal Asset Management\, and Principal and the logomark design are registered trademarks and service marks of Principal Financial Services\, Inc.\, a Principal Financial Group company\, in various countries around the world and may be used only with the permission of Principal Financial Services\, Inc. \nFor Financial Professional/Institutional Use Only \n*CPA\, CLU®\, ChFC®\, & CLF® are education designations only\, obtained by the holder by completing the requisite coursework. These designations do not mean the holder is acting in a fiduciary capacity. \n5510595-052026 \n    \n\n        \n                    \n                    \n\n        \n        Questions about the event?\nReach out to Chris Hogan: \n805-409-4498 | Chris.Hogan@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 Event\n\nBusiness continuity\, succession\, and estate planning conversations financial professionals need to be having \nFor Small & Mid-Sized Business Owners \nBusinesses with approximately 5–500 employees\, founder-led companies\, family-owned businesses\, and organizations planning for future ownership or leadership transitions. \nBusiness owners know succession planning is more important than ever — but many remain unprepared for what happens if something unexpected occurs. Join our experts for a timely discussion on the growing pertinent need of business succession and transition planning\, and how advisors can help owners protect their legacy\, their families\, and their businesses. \nYou’ll Learn:\n\nWhy business continuity risk is rising— and why now can be the time to act.\nCommon succession planning gaps advisors are seeing across business owners\nHow estate planning and business succession planning work together to help protect what matters most.\nActionable questions and strategies to help you lead these critical conversations.\n\nZoom: Link provided upon registration. \nSpeakers: \n\nPaul Sargent\, CLU\,ChFC\, CLF\, Regional VP – Business Solutions\, Principal Financial Group\nPatti Bell\, CPA*\, CLU |AVP – Advanced Solutions\, Business and Advanced Solutions\, Principal Financial Group\n\nDisclosures:\nInsurance products issued by Principal National Life Insurance Company (except in NY) and Principal Life Insurance Company®. Plan administrative services offered by Principal Life. Principal Funds\, Inc. is distributed by Principal Funds Distributor\, Inc. Securities offered through Principal Securities\, Inc.\, member SIPC\, and/or independent broker/dealers. Referenced companies are members of the Principal Financial Group®\, Des Moines\, IA 50392. \nNot FDIC or NCUA insured | May lose value | Not a deposit | No bank or credit union guarantee | Not insured by any Federal government agency \nCavalier Associates is not an affiliate with any company of Principal®. \nSubject to the disclosures and terms of the policies and contracts issued by Principal Life Insurance Company. Principal®\, Principal Financial Group®\, Principal Asset Management\, and Principal and the logomark design are registered trademarks and service marks of Principal Financial Services\, Inc.\, a Principal Financial Group company\, in various countries around the world and may be used only with the permission of Principal Financial Services\, Inc. \nFor Financial Professional/Institutional Use Only \n*CPA\, CLU®\, ChFC®\, & CLF® are education designations only\, obtained by the holder by completing the requisite coursework. These designations do not mean the holder is acting in a fiduciary capacity. \n5510595-052026 \n    \n\n        \n                    \n                    \n\n        \n        Questions about the event?\nReach out to Chris Hogan: \n805-409-4498 | Chris.Hogan@CavalierAssociates.com
URL:https://cavalierassociates.com/event/stump-the-underwriter-underwriting-jam-session-with-chief-underwriting-officer-ken-turscak-and-adam-cavalier2/
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 Event\n\nBusiness continuity\, succession\, and estate planning conversations financial professionals need to be having \nFor Small & Mid-Sized Business Owners \nBusinesses with approximately 5–500 employees\, founder-led companies\, family-owned businesses\, and organizations planning for future ownership or leadership transitions. \nBusiness owners know succession planning is more important than ever — but many remain unprepared for what happens if something unexpected occurs. Join our experts for a timely discussion on the growing pertinent need of business succession and transition planning\, and how advisors can help owners protect their legacy\, their families\, and their businesses. \nYou’ll Learn:\n\nWhy business continuity risk is rising— and why now can be the time to act.\nCommon succession planning gaps advisors are seeing across business owners\nHow estate planning and business succession planning work together to help protect what matters most.\nActionable questions and strategies to help you lead these critical conversations.\n\nZoom: Link provided upon registration. \nSpeakers: \n\nPaul Sargent\, CLU\,ChFC\, CLF\, Regional VP – Business Solutions\, Principal Financial Group\nPatti Bell\, CPA*\, CLU |AVP – Advanced Solutions\, Business and Advanced Solutions\, Principal Financial Group\n\nDisclosures:\nInsurance products issued by Principal National Life Insurance Company (except in NY) and Principal Life Insurance Company®. Plan administrative services offered by Principal Life. Principal Funds\, Inc. is distributed by Principal Funds Distributor\, Inc. Securities offered through Principal Securities\, Inc.\, member SIPC\, and/or independent broker/dealers. Referenced companies are members of the Principal Financial Group®\, Des Moines\, IA 50392. \nNot FDIC or NCUA insured | May lose value | Not a deposit | No bank or credit union guarantee | Not insured by any Federal government agency \nCavalier Associates is not an affiliate with any company of Principal®. \nSubject to the disclosures and terms of the policies and contracts issued by Principal Life Insurance Company. Principal®\, Principal Financial Group®\, Principal Asset Management\, and Principal and the logomark design are registered trademarks and service marks of Principal Financial Services\, Inc.\, a Principal Financial Group company\, in various countries around the world and may be used only with the permission of Principal Financial Services\, Inc. \nFor Financial Professional/Institutional Use Only \n*CPA\, CLU®\, ChFC®\, & CLF® are education designations only\, obtained by the holder by completing the requisite coursework. These designations do not mean the holder is acting in a fiduciary capacity. \n5510595-052026 \n    \n\n        \n                    \n                    \n\n        \n        Questions about the event?\nReach out to Chris Hogan: \n805-409-4498 | Chris.Hogan@CavalierAssociates.com
URL:https://cavalierassociates.com/event/stump-the-underwriter-underwriting-jam-session-with-chief-underwriting-officer-ken-turscak-and-adam-cavalier/
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 Event\n\nBusiness continuity\, succession\, and estate planning conversations financial professionals need to be having \nFor Small & Mid-Sized Business Owners \nBusinesses with approximately 5–500 employees\, founder-led companies\, family-owned businesses\, and organizations planning for future ownership or leadership transitions. \nBusiness owners know succession planning is more important than ever — but many remain unprepared for what happens if something unexpected occurs. Join our experts for a timely discussion on the growing pertinent need of business succession and transition planning\, and how advisors can help owners protect their legacy\, their families\, and their businesses. \nYou’ll Learn:\n\nWhy business continuity risk is rising— and why now can be the time to act.\nCommon succession planning gaps advisors are seeing across business owners\nHow estate planning and business succession planning work together to help protect what matters most.\nActionable questions and strategies to help you lead these critical conversations.\n\nZoom: Link provided upon registration. \nSpeakers: \n\nPaul Sargent\, CLU\,ChFC\, CLF\, Regional VP – Business Solutions\, Principal Financial Group\nPatti Bell\, CPA*\, CLU |AVP – Advanced Solutions\, Business and Advanced Solutions\, Principal Financial Group\n\nDisclosures:\nInsurance products issued by Principal National Life Insurance Company (except in NY) and Principal Life Insurance Company®. Plan administrative services offered by Principal Life. Principal Funds\, Inc. is distributed by Principal Funds Distributor\, Inc. Securities offered through Principal Securities\, Inc.\, member SIPC\, and/or independent broker/dealers. Referenced companies are members of the Principal Financial Group®\, Des Moines\, IA 50392. \nNot FDIC or NCUA insured | May lose value | Not a deposit | No bank or credit union guarantee | Not insured by any Federal government agency \nCavalier Associates is not an affiliate with any company of Principal®. \nSubject to the disclosures and terms of the policies and contracts issued by Principal Life Insurance Company. Principal®\, Principal Financial Group®\, Principal Asset Management\, and Principal and the logomark design are registered trademarks and service marks of Principal Financial Services\, Inc.\, a Principal Financial Group company\, in various countries around the world and may be used only with the permission of Principal Financial Services\, Inc. \nFor Financial Professional/Institutional Use Only \n*CPA\, CLU®\, ChFC®\, & CLF® are education designations only\, obtained by the holder by completing the requisite coursework. These designations do not mean the holder is acting in a fiduciary capacity. \n5510595-052026 \n    \n\n        \n                    \n                    \n\n        \n        Questions about the event?\nReach out to Chris Hogan: \n805-409-4498 | Chris.Hogan@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 Event\n\nBusiness continuity\, succession\, and estate planning conversations financial professionals need to be having \nFor Small & Mid-Sized Business Owners \nBusinesses with approximately 5–500 employees\, founder-led companies\, family-owned businesses\, and organizations planning for future ownership or leadership transitions. \nBusiness owners know succession planning is more important than ever — but many remain unprepared for what happens if something unexpected occurs. Join our experts for a timely discussion on the growing pertinent need of business succession and transition planning\, and how advisors can help owners protect their legacy\, their families\, and their businesses. \nYou’ll Learn:\n\nWhy business continuity risk is rising— and why now can be the time to act.\nCommon succession planning gaps advisors are seeing across business owners\nHow estate planning and business succession planning work together to help protect what matters most.\nActionable questions and strategies to help you lead these critical conversations.\n\nZoom: Link provided upon registration. \nSpeakers: \n\nPaul Sargent\, CLU\,ChFC\, CLF\, Regional VP – Business Solutions\, Principal Financial Group\nPatti Bell\, CPA*\, CLU |AVP – Advanced Solutions\, Business and Advanced Solutions\, Principal Financial Group\n\nDisclosures:\nInsurance products issued by Principal National Life Insurance Company (except in NY) and Principal Life Insurance Company®. Plan administrative services offered by Principal Life. Principal Funds\, Inc. is distributed by Principal Funds Distributor\, Inc. Securities offered through Principal Securities\, Inc.\, member SIPC\, and/or independent broker/dealers. Referenced companies are members of the Principal Financial Group®\, Des Moines\, IA 50392. \nNot FDIC or NCUA insured | May lose value | Not a deposit | No bank or credit union guarantee | Not insured by any Federal government agency \nCavalier Associates is not an affiliate with any company of Principal®. \nSubject to the disclosures and terms of the policies and contracts issued by Principal Life Insurance Company. Principal®\, Principal Financial Group®\, Principal Asset Management\, and Principal and the logomark design are registered trademarks and service marks of Principal Financial Services\, Inc.\, a Principal Financial Group company\, in various countries around the world and may be used only with the permission of Principal Financial Services\, Inc. \nFor Financial Professional/Institutional Use Only \n*CPA\, CLU®\, ChFC®\, & CLF® are education designations only\, obtained by the holder by completing the requisite coursework. These designations do not mean the holder is acting in a fiduciary capacity. \n5510595-052026 \n    \n\n        \n                    \n                    \n\n        \n        Questions about the event?\nReach out to Chris Hogan: \n805-409-4498 | Chris.Hogan@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 Event\n\nBusiness continuity\, succession\, and estate planning conversations financial professionals need to be having \nFor Small & Mid-Sized Business Owners \nBusinesses with approximately 5–500 employees\, founder-led companies\, family-owned businesses\, and organizations planning for future ownership or leadership transitions. \nBusiness owners know succession planning is more important than ever — but many remain unprepared for what happens if something unexpected occurs. Join our experts for a timely discussion on the growing pertinent need of business succession and transition planning\, and how advisors can help owners protect their legacy\, their families\, and their businesses. \nYou’ll Learn:\n\nWhy business continuity risk is rising— and why now can be the time to act.\nCommon succession planning gaps advisors are seeing across business owners\nHow estate planning and business succession planning work together to help protect what matters most.\nActionable questions and strategies to help you lead these critical conversations.\n\nZoom: Link provided upon registration. \nSpeakers: \n\nPaul Sargent\, CLU\,ChFC\, CLF\, Regional VP – Business Solutions\, Principal Financial Group\nPatti Bell\, CPA*\, CLU |AVP – Advanced Solutions\, Business and Advanced Solutions\, Principal Financial Group\n\nDisclosures:\nInsurance products issued by Principal National Life Insurance Company (except in NY) and Principal Life Insurance Company®. Plan administrative services offered by Principal Life. Principal Funds\, Inc. is distributed by Principal Funds Distributor\, Inc. Securities offered through Principal Securities\, Inc.\, member SIPC\, and/or independent broker/dealers. Referenced companies are members of the Principal Financial Group®\, Des Moines\, IA 50392. \nNot FDIC or NCUA insured | May lose value | Not a deposit | No bank or credit union guarantee | Not insured by any Federal government agency \nCavalier Associates is not an affiliate with any company of Principal®. \nSubject to the disclosures and terms of the policies and contracts issued by Principal Life Insurance Company. Principal®\, Principal Financial Group®\, Principal Asset Management\, and Principal and the logomark design are registered trademarks and service marks of Principal Financial Services\, Inc.\, a Principal Financial Group company\, in various countries around the world and may be used only with the permission of Principal Financial Services\, Inc. \nFor Financial Professional/Institutional Use Only \n*CPA\, CLU®\, ChFC®\, & CLF® are education designations only\, obtained by the holder by completing the requisite coursework. These designations do not mean the holder is acting in a fiduciary capacity. \n5510595-052026 \n    \n\n        \n                    \n                    \n\n        \n        Questions about the event?\nReach out to Chris Hogan: \n805-409-4498 | Chris.Hogan@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
END:VCALENDAR