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DTSTART;TZID=America/Los_Angeles:20261029T100000
DTEND;TZID=America/Los_Angeles:20261029T103000
DTSTAMP:20260824T172925Z
CREATED:20260604T204059Z
LAST-MODIFIED:20260824T172925Z
UID:31440-1793268000-1793269800@cavalierassociates.com
SUMMARY:Underwriting Uncovered - The Diabetes Dilemma: Know the Underwriting Breakpoints Before You Submit
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-diabetes-dilemma-mild-moderate-and-severe-risk-classes/
LOCATION:Virtual Event
CATEGORIES:Cavalier Associates Virtual Events
ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20261103T110000
DTEND;TZID=America/Los_Angeles:20261103T114500
DTSTAMP:20261008T221441Z
CREATED:20261007T222806Z
LAST-MODIFIED:20261008T221441Z
UID:32149-1793703600-1793706300@cavalierassociates.com
SUMMARY:The Conversations Driving Large Life Insurance Sales
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-conversations-driving-large-life-insurance-sales/
LOCATION:Virtual Event
CATEGORIES:Cavalier Associates Virtual Events
ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20261111T110000
DTEND;TZID=America/Los_Angeles:20261111T120000
DTSTAMP:20261022T151708Z
CREATED:20261022T151708Z
LAST-MODIFIED:20261022T151708Z
UID:32220-1794394800-1794398400@cavalierassociates.com
SUMMARY:Washington After the Vote - Policy Prospects and Planning Priorities
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/washington-after-the-vote-policy-prospects-and-planning-priorities/
LOCATION:Virtual Event
CATEGORIES:Cavalier Associates Virtual Events
ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20261119T100000
DTEND;TZID=America/Los_Angeles:20261119T110000
DTSTAMP:20261016T213947Z
CREATED:20261016T213914Z
LAST-MODIFIED:20261016T213947Z
UID:32195-1795082400-1795086000@cavalierassociates.com
SUMMARY:Rethink the Cost Conversation: IRA Assets and Long-Term Care Protection
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/rethink-the-cost-conversation-ira-assets-and-long-term-care-protection/
LOCATION:Virtual Event
CATEGORIES:Cavalier Associates Virtual Events
ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20261209T100000
DTEND;TZID=America/Los_Angeles:20261209T110000
DTSTAMP:20261022T151635Z
CREATED:20261022T151546Z
LAST-MODIFIED:20261022T151635Z
UID:32231-1796810400-1796814000@cavalierassociates.com
SUMMARY:The Retirement Firewall: Planning for a Health Crisis
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-retirement-firewall-planning-for-a-health-crisis/
LOCATION:Virtual Event
CATEGORIES:Cavalier Associates Virtual Events
ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com
END:VEVENT
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