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DTSTART;TZID=America/Los_Angeles:20260825T120000
DTEND;TZID=America/Los_Angeles:20260825T133000
DTSTAMP:20260826T183939Z
CREATED:20260722T184346Z
LAST-MODIFIED:20260826T183939Z
UID:31595-1787659200-1787664600@cavalierassociates.com
SUMMARY:Most IULs Offer Potential - Secure Horizon Offers Guarantees
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/most-iuls-offer-potential-secure-horizon-offers-guarantees-cm/
LOCATION:Calo Kitchen & Tequila\, Costa Mesa\, 3333 Bristol St.\, Suite 1876\, Costa Mesa\, CA\, 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:20260826T110000
DTEND;TZID=America/Los_Angeles:20260826T120000
DTSTAMP:20260826T184026Z
CREATED:20260805T214449Z
LAST-MODIFIED:20260826T184026Z
UID:31739-1787742000-1787745600@cavalierassociates.com
SUMMARY:The Three Burdens of Long-Term Care—and a Rollover Strategy Most Advisors Miss
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-three-burdens-of-long-term-care-and-a-rollover-strategy-most-advisors-miss/
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:20260827T100000
DTEND;TZID=America/Los_Angeles:20260827T103000
DTSTAMP:20260731T172253Z
CREATED:20260603T194952Z
LAST-MODIFIED:20260731T172253Z
UID:31414-1787824800-1787826600@cavalierassociates.com
SUMMARY:Underwriting Uncovered - Financial Underwriting Explained: Income vs. Net Worth vs. Coverage Amounts
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/financial-underwriting-explained-income-vs-net-worth-vs-coverage-amounts/
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:20260910T110000
DTEND;TZID=America/Los_Angeles:20260910T113000
DTSTAMP:20260910T185643Z
CREATED:20260731T170203Z
LAST-MODIFIED:20260910T185643Z
UID:31680-1789038000-1789039800@cavalierassociates.com
SUMMARY:Give Clients More Than IUL Potential
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/give-clients-more-than-iul-potential/
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:20260917T120000
DTEND;TZID=America/Los_Angeles:20260917T133000
DTSTAMP:20260921T165444Z
CREATED:20260810T222127Z
LAST-MODIFIED:20260921T165444Z
UID:31754-1789646400-1789651800@cavalierassociates.com
SUMMARY:Give Clients More Than IUL Potential
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/give-clients-more-than-iul-potential-manhattan-beach/
LOCATION:Saint & Second\, Manhattan Beach\, 3160 N Sepulveda Blvd\, Suite S100\, 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:20260922T113000
DTEND;TZID=America/Los_Angeles:20260922T130000
DTSTAMP:20260923T160835Z
CREATED:20260820T162707Z
LAST-MODIFIED:20260923T160835Z
UID:31929-1790076600-1790082000@cavalierassociates.com
SUMMARY:Beyond Self-Insuring: The High-Net-Worth Long-Term Care Playbook
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/beyond-self-insuring-the-high-net-worth-long-term-care-playbook-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:20260923T113000
DTEND;TZID=America/Los_Angeles:20260923T130000
DTSTAMP:20260923T160839Z
CREATED:20260820T162705Z
LAST-MODIFIED:20260923T160839Z
UID:31941-1790163000-1790168400@cavalierassociates.com
SUMMARY:Beyond Self-Insuring: The High-Net-Worth Long-Term Care Playbook
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/beyond-self-insuring-the-high-net-worth-long-term-care-playbook-cm/
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:20260930T100000
DTEND;TZID=America/Los_Angeles:20260930T103000
DTSTAMP:20260930T183832Z
CREATED:20260604T201258Z
LAST-MODIFIED:20260930T183832Z
UID:31431-1790762400-1790764200@cavalierassociates.com
SUMMARY:Underwriting Uncovered - Table Shaving & Underwriting Credits: How the Programs Work—and What Underwriters Need to See
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/table-shaving-credits-when-to-ask-and-how-to-position-it/
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:20261006T120000
DTEND;TZID=America/Los_Angeles:20261006T133000
DTSTAMP:20261007T181942Z
CREATED:20260915T185232Z
LAST-MODIFIED:20261007T181942Z
UID:32051-1791288000-1791293400@cavalierassociates.com
SUMMARY:What Your Business Is Actually Worth
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/what-your-business-is-actually-worth-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:20261007T120000
DTEND;TZID=America/Los_Angeles:20261007T133000
DTSTAMP:20261007T181953Z
CREATED:20260915T185241Z
LAST-MODIFIED:20261007T181953Z
UID:32065-1791374400-1791379800@cavalierassociates.com
SUMMARY:What Your Business Is Actually Worth
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/what-your-business-is-actually-worth-woodland-hills/
LOCATION:Saint & Second\, Woodland Hills\, 6220 CA-27\, Suite 1480\, Woodland Hills\, 91367\, United States
CATEGORIES:Cavalier Associates In-Person Events
ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20261021T113000
DTEND;TZID=America/Los_Angeles:20261021T130000
DTSTAMP:20261022T192039Z
CREATED:20260622T193626Z
LAST-MODIFIED:20261022T192039Z
UID:31499-1792582200-1792587600@cavalierassociates.com
SUMMARY:Closing the Executive Coverage Gap: A Guaranteed-Issue Strategy for Key Employees—and a New Opportunity for Advisors
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/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:20261022T110000
DTEND;TZID=America/Los_Angeles:20261022T120000
DTSTAMP:20261022T192046Z
CREATED:20261012T200055Z
LAST-MODIFIED:20261022T192046Z
UID:32168-1792666800-1792670400@cavalierassociates.com
SUMMARY:The Three Burdens of Long-Term Care—and How to Use Qualified Money for LTC
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-three-burdens-of-long-term-care-and-how-to-use-qualified-money-for-ltc/
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: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
END:VCALENDAR