BEGIN:VCALENDAR VERSION:2.0 PRODID:-//Cavalier Associates - ECPv6.16.4.1//NONSGML v1.0//EN CALSCALE:GREGORIAN METHOD:PUBLISH X-WR-CALNAME:Cavalier Associates X-ORIGINAL-URL:https://cavalierassociates.com X-WR-CALDESC:Events for Cavalier Associates REFRESH-INTERVAL;VALUE=DURATION:PT1H X-Robots-Tag:noindex X-PUBLISHED-TTL:PT1H BEGIN:VTIMEZONE TZID:America/Los_Angeles BEGIN:DAYLIGHT TZOFFSETFROM:-0800 TZOFFSETTO:-0700 TZNAME:PDT DTSTART:20250309T100000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0700 TZOFFSETTO:-0800 TZNAME:PST DTSTART:20251102T090000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0800 TZOFFSETTO:-0700 TZNAME:PDT DTSTART:20260308T100000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0700 TZOFFSETTO:-0800 TZNAME:PST DTSTART:20261101T090000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0800 TZOFFSETTO:-0700 TZNAME:PDT DTSTART:20270314T100000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0700 TZOFFSETTO:-0800 TZNAME:PST DTSTART:20271107T090000 END:STANDARD END:VTIMEZONE BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20260730T100000 DTEND;TZID=America/Los_Angeles:20260730T110000 DTSTAMP:20260423T172630Z CREATED:20260330T225646Z LAST-MODIFIED:20260423T172630Z UID:31126-1785405600-1785409200@cavalierassociates.com SUMMARY:Underwriting Uncovered - Mental Health History: What's a Knockout vs. Manageable Risk DESCRIPTION:About the EventThis intimate\, advisor-only conversation is designed for professionals who want to move beyond traditional LTC planning and better understand how existing client assets can be repositioned to protect the broader balance sheet — without product dumps or canned presentations. Asset-based and hybrid LTC strategies are often misunderstood or overlooked in planning conversations. In this session\, we’ll walk through how these strategies apply in real-world advisory situations\, using assets you already manage\, while strengthening multi-generational client relationships. What You’ll Learn: Qualified Assets: Rolling unneeded qualified dollars to fund joint LTC benefits while passing assets in a tax-efficient mannerAsset Leverage: Repurposing appreciated legacy annuities into tax-free LTC solutionsMulti-Generational Planning: How LTC can serve as a bridge to the next generation of clientsFeatured Speakers David Cranfield\, Brokerage Director\, Cavalier AssociatesJordan Fields\, Regional Sales Director\, OneAmericaThursday\, February 26\, 2026 at 12:00pm Trio Bistro\, 7565 Kenwood Road\, Cincinnati\, OH 45236 Lunch Provided This is an intimate\, discussion-based format — not a large seminar.  \n\n \n \n \n\n \n Questions about the event?Reach out to Gabby Aguilar: 805-367-8667 | gabby@cavalierassociates.com URL:https://cavalierassociates.com/event/underwriting-uncovered-mental-health-history-whats-a-knockout-vs-manageable-risk/ LOCATION:OH CATEGORIES:Cavalier Associates Virtual Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20260827T100000 DTEND;TZID=America/Los_Angeles:20260827T110000 DTSTAMP:20260603T205418Z CREATED:20260603T194952Z LAST-MODIFIED:20260603T205418Z UID:31414-1787824800-1787828400@cavalierassociates.com SUMMARY:Underwriting Uncovered - Financial Underwriting Explained: Income vs. Net Worth vs. Coverage Amounts DESCRIPTION:About the EventThis intimate\, advisor-only conversation is designed for professionals who want to move beyond traditional LTC planning and better understand how existing client assets can be repositioned to protect the broader balance sheet — without product dumps or canned presentations. Asset-based and hybrid LTC strategies are often misunderstood or overlooked in planning conversations. In this session\, we’ll walk through how these strategies apply in real-world advisory situations\, using assets you already manage\, while strengthening multi-generational client relationships. What You’ll Learn: Qualified Assets: Rolling unneeded qualified dollars to fund joint LTC benefits while passing assets in a tax-efficient mannerAsset Leverage: Repurposing appreciated legacy annuities into tax-free LTC solutionsMulti-Generational Planning: How LTC can serve as a bridge to the next generation of clientsFeatured Speakers David Cranfield\, Brokerage Director\, Cavalier AssociatesJordan Fields\, Regional Sales Director\, OneAmericaThursday\, February 26\, 2026 at 12:00pm Trio Bistro\, 7565 Kenwood Road\, Cincinnati\, OH 45236 Lunch Provided This is an intimate\, discussion-based format — not a large seminar.  \n\n \n \n \n\n \n Questions about the event?Reach out to Gabby Aguilar: 805-367-8667 | gabby@cavalierassociates.com URL:https://cavalierassociates.com/event/financial-underwriting-explained-income-vs-net-worth-vs-coverage-amounts/ LOCATION:OH CATEGORIES:Cavalier Associates Virtual Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20260930T100000 DTEND;TZID=America/Los_Angeles:20260930T110000 DTSTAMP:20260604T202013Z CREATED:20260604T201258Z LAST-MODIFIED:20260604T202013Z UID:31431-1790762400-1790766000@cavalierassociates.com SUMMARY:Underwriting Uncovered - Table Shaving & Credits: When to Ask and How to Position It DESCRIPTION:About the EventThis intimate\, advisor-only conversation is designed for professionals who want to move beyond traditional LTC planning and better understand how existing client assets can be repositioned to protect the broader balance sheet — without product dumps or canned presentations. Asset-based and hybrid LTC strategies are often misunderstood or overlooked in planning conversations. In this session\, we’ll walk through how these strategies apply in real-world advisory situations\, using assets you already manage\, while strengthening multi-generational client relationships. What You’ll Learn: Qualified Assets: Rolling unneeded qualified dollars to fund joint LTC benefits while passing assets in a tax-efficient mannerAsset Leverage: Repurposing appreciated legacy annuities into tax-free LTC solutionsMulti-Generational Planning: How LTC can serve as a bridge to the next generation of clientsFeatured Speakers David Cranfield\, Brokerage Director\, Cavalier AssociatesJordan Fields\, Regional Sales Director\, OneAmericaThursday\, February 26\, 2026 at 12:00pm Trio Bistro\, 7565 Kenwood Road\, Cincinnati\, OH 45236 Lunch Provided This is an intimate\, discussion-based format — not a large seminar.  \n\n \n \n \n\n \n Questions about the event?Reach out to Gabby Aguilar: 805-367-8667 | gabby@cavalierassociates.com URL:https://cavalierassociates.com/event/table-shaving-credits-when-to-ask-and-how-to-position-it/ LOCATION:OH CATEGORIES:Cavalier Associates Virtual Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20261021T113000 DTEND;TZID=America/Los_Angeles:20261021T130000 DTSTAMP:20260622T193626Z CREATED:20260622T193626Z LAST-MODIFIED:20260622T193626Z UID:31499-1792582200-1792587600@cavalierassociates.com SUMMARY:Closing the Executive Coverage Gap: Up to $5M Guaranteed-Issue Protection DESCRIPTION:About the EventThis intimate\, advisor-only conversation is designed for professionals who want to move beyond traditional LTC planning and better understand how existing client assets can be repositioned to protect the broader balance sheet — without product dumps or canned presentations. Asset-based and hybrid LTC strategies are often misunderstood or overlooked in planning conversations. In this session\, we’ll walk through how these strategies apply in real-world advisory situations\, using assets you already manage\, while strengthening multi-generational client relationships. What You’ll Learn: Qualified Assets: Rolling unneeded qualified dollars to fund joint LTC benefits while passing assets in a tax-efficient mannerAsset Leverage: Repurposing appreciated legacy annuities into tax-free LTC solutionsMulti-Generational Planning: How LTC can serve as a bridge to the next generation of clientsFeatured Speakers David Cranfield\, Brokerage Director\, Cavalier AssociatesJordan Fields\, Regional Sales Director\, OneAmericaThursday\, February 26\, 2026 at 12:00pm Trio Bistro\, 7565 Kenwood Road\, Cincinnati\, OH 45236 Lunch Provided This is an intimate\, discussion-based format — not a large seminar.  \n\n \n \n \n\n \n Questions about the event?Reach out to Gabby Aguilar: 805-367-8667 | gabby@cavalierassociates.com URL:https://cavalierassociates.com/event/closing-the-executive-coverage-gap-up-to-5m-guaranteed-issue-protection/ 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:20261029T100000 DTEND;TZID=America/Los_Angeles:20261029T110000 DTSTAMP:20260604T222959Z CREATED:20260604T204059Z LAST-MODIFIED:20260604T222959Z UID:31440-1793268000-1793271600@cavalierassociates.com SUMMARY:Underwriting Uncovered - The Diabetes Dilemma: Mild\, Moderate\, and Severe Risk Classes DESCRIPTION:About the EventThis intimate\, advisor-only conversation is designed for professionals who want to move beyond traditional LTC planning and better understand how existing client assets can be repositioned to protect the broader balance sheet — without product dumps or canned presentations. Asset-based and hybrid LTC strategies are often misunderstood or overlooked in planning conversations. In this session\, we’ll walk through how these strategies apply in real-world advisory situations\, using assets you already manage\, while strengthening multi-generational client relationships. What You’ll Learn: Qualified Assets: Rolling unneeded qualified dollars to fund joint LTC benefits while passing assets in a tax-efficient mannerAsset Leverage: Repurposing appreciated legacy annuities into tax-free LTC solutionsMulti-Generational Planning: How LTC can serve as a bridge to the next generation of clientsFeatured Speakers David Cranfield\, Brokerage Director\, Cavalier AssociatesJordan Fields\, Regional Sales Director\, OneAmericaThursday\, February 26\, 2026 at 12:00pm Trio Bistro\, 7565 Kenwood Road\, Cincinnati\, OH 45236 Lunch Provided This is an intimate\, discussion-based format — not a large seminar.  \n\n \n \n \n\n \n Questions about the event?Reach out to Gabby Aguilar: 805-367-8667 | gabby@cavalierassociates.com URL:https://cavalierassociates.com/event/the-diabetes-dilemma-mild-moderate-and-severe-risk-classes/ LOCATION:OH CATEGORIES:Cavalier Associates Virtual Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT END:VCALENDAR