BEGIN:VCALENDAR VERSION:2.0 PRODID:-//Cavalier Associates - ECPv6.15.18//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:20230312T100000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0700 TZOFFSETTO:-0800 TZNAME:PST DTSTART:20231105T090000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0800 TZOFFSETTO:-0700 TZNAME:PDT DTSTART:20240310T100000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0700 TZOFFSETTO:-0800 TZNAME:PST DTSTART:20241103T090000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0800 TZOFFSETTO:-0700 TZNAME:PDT DTSTART:20250309T100000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0700 TZOFFSETTO:-0800 TZNAME:PST DTSTART:20251102T090000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0800 TZOFFSETTO:-0700 TZNAME:PDT DTSTART:20260308T100000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0700 TZOFFSETTO:-0800 TZNAME:PST DTSTART:20261101T090000 END:STANDARD END:VTIMEZONE BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20250716T100000 DTEND;TZID=America/Los_Angeles:20250716T110000 DTSTAMP:20260404T135654 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 EventWhen was the last time you took a hard look at your clients’ inforce life insurance? Too often\, outdated policies sit untouched missing the mark on performance\, protection\, and planning potential. This session is about changing that. Join us for an insightful session presented by David Beas \, Cavalier Associates and Nick Majors\, Lincoln Financial\, where we’ll explore how to turn underperforming life insurance into a revenue-generating\, multigenerational planning tool while strengthening client relationships and uncovering opportunities to grow your AUM. Here’s what we’ll cover:How to spot replacement-ready policies—by carrier\, product type\, and outdated structureStrategies for using life and LTC insurance to build lasting\, multi-generational plansAn IUL solution tailored for small business owners looking for protection and flexibilitySpeaker: David Beas\, Marketing Consultant\, Cavalier AssociatesNick Majors\, Sales Vice President\, Lincoln FinancialDon’t miss this opportunity to gain valuable insights and strategies to better serve your clients! Wednesday\, August 20\, 2025 12:00pm Il Moro\, 11400 Olympic Blvd (entrance on Purdue Ave) Los Angeles CA 90064 Lunch Provided \n\n \n \n \n\n \n Questions about the event?Reach out to Chris Hogan: 805-409-4498 | 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:20260404T135654 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 EventWhen was the last time you took a hard look at your clients’ inforce life insurance? Too often\, outdated policies sit untouched missing the mark on performance\, protection\, and planning potential. This session is about changing that. Join us for an insightful session presented by David Beas \, Cavalier Associates and Nick Majors\, Lincoln Financial\, where we’ll explore how to turn underperforming life insurance into a revenue-generating\, multigenerational planning tool while strengthening client relationships and uncovering opportunities to grow your AUM. Here’s what we’ll cover:How to spot replacement-ready policies—by carrier\, product type\, and outdated structureStrategies for using life and LTC insurance to build lasting\, multi-generational plansAn IUL solution tailored for small business owners looking for protection and flexibilitySpeaker: David Beas\, Marketing Consultant\, Cavalier AssociatesNick Majors\, Sales Vice President\, Lincoln FinancialDon’t miss this opportunity to gain valuable insights and strategies to better serve your clients! Wednesday\, August 20\, 2025 12:00pm Il Moro\, 11400 Olympic Blvd (entrance on Purdue Ave) Los Angeles CA 90064 Lunch Provided \n\n \n \n \n\n \n Questions about the event?Reach out to Chris Hogan: 805-409-4498 | 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:20260404T135654 CREATED:20250417T153050Z LAST-MODIFIED:20250618T170140Z UID:28300-1750248000-1750251600@cavalierassociates.com SUMMARY:Not All Indexed ULs Are Created Equal DESCRIPTION:About the EventWhen was the last time you took a hard look at your clients’ inforce life insurance? Too often\, outdated policies sit untouched missing the mark on performance\, protection\, and planning potential. This session is about changing that. Join us for an insightful session presented by David Beas \, Cavalier Associates and Nick Majors\, Lincoln Financial\, where we’ll explore how to turn underperforming life insurance into a revenue-generating\, multigenerational planning tool while strengthening client relationships and uncovering opportunities to grow your AUM. Here’s what we’ll cover:How to spot replacement-ready policies—by carrier\, product type\, and outdated structureStrategies for using life and LTC insurance to build lasting\, multi-generational plansAn IUL solution tailored for small business owners looking for protection and flexibilitySpeaker: David Beas\, Marketing Consultant\, Cavalier AssociatesNick Majors\, Sales Vice President\, Lincoln FinancialDon’t miss this opportunity to gain valuable insights and strategies to better serve your clients! Wednesday\, August 20\, 2025 12:00pm Il Moro\, 11400 Olympic Blvd (entrance on Purdue Ave) Los Angeles CA 90064 Lunch Provided \n\n \n \n \n\n \n Questions about the event?Reach out to Chris Hogan: 805-409-4498 | 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:20260404T135654 CREATED:20250416T185543Z LAST-MODIFIED:20250617T154438Z UID:28271-1750161600-1750165200@cavalierassociates.com SUMMARY:Not All Indexed ULs Are Created Equal DESCRIPTION:About the EventWhen was the last time you took a hard look at your clients’ inforce life insurance? Too often\, outdated policies sit untouched missing the mark on performance\, protection\, and planning potential. This session is about changing that. Join us for an insightful session presented by David Beas \, Cavalier Associates and Nick Majors\, Lincoln Financial\, where we’ll explore how to turn underperforming life insurance into a revenue-generating\, multigenerational planning tool while strengthening client relationships and uncovering opportunities to grow your AUM. Here’s what we’ll cover:How to spot replacement-ready policies—by carrier\, product type\, and outdated structureStrategies for using life and LTC insurance to build lasting\, multi-generational plansAn IUL solution tailored for small business owners looking for protection and flexibilitySpeaker: David Beas\, Marketing Consultant\, Cavalier AssociatesNick Majors\, Sales Vice President\, Lincoln FinancialDon’t miss this opportunity to gain valuable insights and strategies to better serve your clients! Wednesday\, August 20\, 2025 12:00pm Il Moro\, 11400 Olympic Blvd (entrance on Purdue Ave) Los Angeles CA 90064 Lunch Provided \n\n \n \n \n\n \n Questions about the event?Reach out to Chris Hogan: 805-409-4498 | 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:20260404T135654 CREATED:20250325T144111Z LAST-MODIFIED:20250424T172711Z UID:28132-1745496000-1745499600@cavalierassociates.com SUMMARY:LTC Tax Strategies\, New Products\, and LTC 80+ DESCRIPTION:About the EventWhen was the last time you took a hard look at your clients’ inforce life insurance? Too often\, outdated policies sit untouched missing the mark on performance\, protection\, and planning potential. This session is about changing that. Join us for an insightful session presented by David Beas \, Cavalier Associates and Nick Majors\, Lincoln Financial\, where we’ll explore how to turn underperforming life insurance into a revenue-generating\, multigenerational planning tool while strengthening client relationships and uncovering opportunities to grow your AUM. Here’s what we’ll cover:How to spot replacement-ready policies—by carrier\, product type\, and outdated structureStrategies for using life and LTC insurance to build lasting\, multi-generational plansAn IUL solution tailored for small business owners looking for protection and flexibilitySpeaker: David Beas\, Marketing Consultant\, Cavalier AssociatesNick Majors\, Sales Vice President\, Lincoln FinancialDon’t miss this opportunity to gain valuable insights and strategies to better serve your clients! Wednesday\, August 20\, 2025 12:00pm Il Moro\, 11400 Olympic Blvd (entrance on Purdue Ave) Los Angeles CA 90064 Lunch Provided \n\n \n \n \n\n \n Questions about the event?Reach out to Chris Hogan: 805-409-4498 | 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 BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20250327T120000 DTEND;TZID=America/Los_Angeles:20250327T130000 DTSTAMP:20260404T135654 CREATED:20250120T205153Z LAST-MODIFIED:20250326T143425Z UID:27984-1743076800-1743080400@cavalierassociates.com SUMMARY:Underwriting Lunch with Ken Turscak DESCRIPTION:About the EventWhen was the last time you took a hard look at your clients’ inforce life insurance? Too often\, outdated policies sit untouched missing the mark on performance\, protection\, and planning potential. This session is about changing that. Join us for an insightful session presented by David Beas \, Cavalier Associates and Nick Majors\, Lincoln Financial\, where we’ll explore how to turn underperforming life insurance into a revenue-generating\, multigenerational planning tool while strengthening client relationships and uncovering opportunities to grow your AUM. Here’s what we’ll cover:How to spot replacement-ready policies—by carrier\, product type\, and outdated structureStrategies for using life and LTC insurance to build lasting\, multi-generational plansAn IUL solution tailored for small business owners looking for protection and flexibilitySpeaker: David Beas\, Marketing Consultant\, Cavalier AssociatesNick Majors\, Sales Vice President\, Lincoln FinancialDon’t miss this opportunity to gain valuable insights and strategies to better serve your clients! Wednesday\, August 20\, 2025 12:00pm Il Moro\, 11400 Olympic Blvd (entrance on Purdue Ave) Los Angeles CA 90064 Lunch Provided \n\n \n \n \n\n \n Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com URL:https://cavalierassociates.com/event/underwriting-lunch-with-ken-turscak/ LOCATION:Fogo de Chão\, El Segundo\, 2121 Rosecrans Ave. Suite 1399\, El Segundo\, CA\, 90245\, United States CATEGORIES:Cavalier Associates In-Person Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20250326T160000 DTEND;TZID=America/Los_Angeles:20250326T173000 DTSTAMP:20260404T135654 CREATED:20250115T212028Z LAST-MODIFIED:20250326T143329Z UID:27956-1743004800-1743010200@cavalierassociates.com SUMMARY:Meet Ken Turscak: Underwriting Trends & Happy Hour DESCRIPTION:About the EventWhen was the last time you took a hard look at your clients’ inforce life insurance? Too often\, outdated policies sit untouched missing the mark on performance\, protection\, and planning potential. This session is about changing that. Join us for an insightful session presented by David Beas \, Cavalier Associates and Nick Majors\, Lincoln Financial\, where we’ll explore how to turn underperforming life insurance into a revenue-generating\, multigenerational planning tool while strengthening client relationships and uncovering opportunities to grow your AUM. Here’s what we’ll cover:How to spot replacement-ready policies—by carrier\, product type\, and outdated structureStrategies for using life and LTC insurance to build lasting\, multi-generational plansAn IUL solution tailored for small business owners looking for protection and flexibilitySpeaker: David Beas\, Marketing Consultant\, Cavalier AssociatesNick Majors\, Sales Vice President\, Lincoln FinancialDon’t miss this opportunity to gain valuable insights and strategies to better serve your clients! Wednesday\, August 20\, 2025 12:00pm Il Moro\, 11400 Olympic Blvd (entrance on Purdue Ave) Los Angeles CA 90064 Lunch Provided \n\n \n \n \n\n \n Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com URL:https://cavalierassociates.com/event/meet-ken-turscak-underwriting-trends-happy-hour/ LOCATION:View Restaurant\, Newport Beach\, 900 Newport Center Drive\, Newport Beach\, 92660\, United States CATEGORIES:Cavalier Associates In-Person Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20250311T110000 DTEND;TZID=America/Los_Angeles:20250311T120000 DTSTAMP:20260404T135654 CREATED:20250123T002417Z LAST-MODIFIED:20250311T205116Z UID:28051-1741690800-1741694400@cavalierassociates.com SUMMARY:Underwriting Evolution with Chief Underwriter\, Ken Turscak DESCRIPTION:About the EventWhen was the last time you took a hard look at your clients’ inforce life insurance? Too often\, outdated policies sit untouched missing the mark on performance\, protection\, and planning potential. This session is about changing that. Join us for an insightful session presented by David Beas \, Cavalier Associates and Nick Majors\, Lincoln Financial\, where we’ll explore how to turn underperforming life insurance into a revenue-generating\, multigenerational planning tool while strengthening client relationships and uncovering opportunities to grow your AUM. Here’s what we’ll cover:How to spot replacement-ready policies—by carrier\, product type\, and outdated structureStrategies for using life and LTC insurance to build lasting\, multi-generational plansAn IUL solution tailored for small business owners looking for protection and flexibilitySpeaker: David Beas\, Marketing Consultant\, Cavalier AssociatesNick Majors\, Sales Vice President\, Lincoln FinancialDon’t miss this opportunity to gain valuable insights and strategies to better serve your clients! Wednesday\, August 20\, 2025 12:00pm Il Moro\, 11400 Olympic Blvd (entrance on Purdue Ave) Los Angeles CA 90064 Lunch Provided \n\n \n \n \n\n \n Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com URL:https://cavalierassociates.com/event/underwriting-evolution-with-chief-underwriter-ken-turscak/ CATEGORIES:Cavalier Associates Virtual Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20250226T120000 DTEND;TZID=America/Los_Angeles:20250226T130000 DTSTAMP:20260404T135654 CREATED:20250106T192906Z LAST-MODIFIED:20250226T201352Z UID:27923-1740571200-1740574800@cavalierassociates.com SUMMARY:LTC Planning Insights DESCRIPTION:About the EventWhen was the last time you took a hard look at your clients’ inforce life insurance? Too often\, outdated policies sit untouched missing the mark on performance\, protection\, and planning potential. This session is about changing that. Join us for an insightful session presented by David Beas \, Cavalier Associates and Nick Majors\, Lincoln Financial\, where we’ll explore how to turn underperforming life insurance into a revenue-generating\, multigenerational planning tool while strengthening client relationships and uncovering opportunities to grow your AUM. Here’s what we’ll cover:How to spot replacement-ready policies—by carrier\, product type\, and outdated structureStrategies for using life and LTC insurance to build lasting\, multi-generational plansAn IUL solution tailored for small business owners looking for protection and flexibilitySpeaker: David Beas\, Marketing Consultant\, Cavalier AssociatesNick Majors\, Sales Vice President\, Lincoln FinancialDon’t miss this opportunity to gain valuable insights and strategies to better serve your clients! Wednesday\, August 20\, 2025 12:00pm Il Moro\, 11400 Olympic Blvd (entrance on Purdue Ave) Los Angeles CA 90064 Lunch Provided \n\n \n \n \n\n \n Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com URL:https://cavalierassociates.com/event/ltc-planning-insights/ LOCATION:Celestino Ristorante\, Pasadena\, 141 S Lake Ave\, Pasadena\, CA\, 91101\, United States CATEGORIES:Cavalier Associates In-Person Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20250225T120000 DTEND;TZID=America/Los_Angeles:20250225T130000 DTSTAMP:20260404T135654 CREATED:20241231T172126Z LAST-MODIFIED:20250225T163059Z UID:27905-1740484800-1740488400@cavalierassociates.com SUMMARY:Master LTC Planning Strategies - Irvine DESCRIPTION:About the EventWhen was the last time you took a hard look at your clients’ inforce life insurance? Too often\, outdated policies sit untouched missing the mark on performance\, protection\, and planning potential. This session is about changing that. Join us for an insightful session presented by David Beas \, Cavalier Associates and Nick Majors\, Lincoln Financial\, where we’ll explore how to turn underperforming life insurance into a revenue-generating\, multigenerational planning tool while strengthening client relationships and uncovering opportunities to grow your AUM. Here’s what we’ll cover:How to spot replacement-ready policies—by carrier\, product type\, and outdated structureStrategies for using life and LTC insurance to build lasting\, multi-generational plansAn IUL solution tailored for small business owners looking for protection and flexibilitySpeaker: David Beas\, Marketing Consultant\, Cavalier AssociatesNick Majors\, Sales Vice President\, Lincoln FinancialDon’t miss this opportunity to gain valuable insights and strategies to better serve your clients! Wednesday\, August 20\, 2025 12:00pm Il Moro\, 11400 Olympic Blvd (entrance on Purdue Ave) Los Angeles CA 90064 Lunch Provided \n\n \n \n \n\n \n Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com URL:https://cavalierassociates.com/event/master-ltc-planning-strategies-irvine/ LOCATION:Water Grill\, Costa Mesa\, 3300 Bristol St\, Costa Mesa\, 92626\, United States CATEGORIES:Cavalier Associates In-Person Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20250204T110000 DTEND;TZID=America/Los_Angeles:20250204T120000 DTSTAMP:20260404T135654 CREATED:20241231T172101Z LAST-MODIFIED:20250204T212332Z UID:27894-1738666800-1738670400@cavalierassociates.com SUMMARY:Master LTC Planning Strategies DESCRIPTION:About the EventWhen was the last time you took a hard look at your clients’ inforce life insurance? Too often\, outdated policies sit untouched missing the mark on performance\, protection\, and planning potential. This session is about changing that. Join us for an insightful session presented by David Beas \, Cavalier Associates and Nick Majors\, Lincoln Financial\, where we’ll explore how to turn underperforming life insurance into a revenue-generating\, multigenerational planning tool while strengthening client relationships and uncovering opportunities to grow your AUM. Here’s what we’ll cover:How to spot replacement-ready policies—by carrier\, product type\, and outdated structureStrategies for using life and LTC insurance to build lasting\, multi-generational plansAn IUL solution tailored for small business owners looking for protection and flexibilitySpeaker: David Beas\, Marketing Consultant\, Cavalier AssociatesNick Majors\, Sales Vice President\, Lincoln FinancialDon’t miss this opportunity to gain valuable insights and strategies to better serve your clients! Wednesday\, August 20\, 2025 12:00pm Il Moro\, 11400 Olympic Blvd (entrance on Purdue Ave) Los Angeles CA 90064 Lunch Provided \n\n \n \n \n\n \n Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com URL:https://cavalierassociates.com/event/master-ltc-planning-strategies/ CATEGORIES:Cavalier Associates Virtual Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20250128T110000 DTEND;TZID=America/Los_Angeles:20250128T120000 DTSTAMP:20260404T135654 CREATED:20241223T235725Z LAST-MODIFIED:20250128T213842Z UID:27879-1738062000-1738065600@cavalierassociates.com SUMMARY:Global Wealth Planning Strategies DESCRIPTION:About the EventWhen was the last time you took a hard look at your clients’ inforce life insurance? Too often\, outdated policies sit untouched missing the mark on performance\, protection\, and planning potential. This session is about changing that. Join us for an insightful session presented by David Beas \, Cavalier Associates and Nick Majors\, Lincoln Financial\, where we’ll explore how to turn underperforming life insurance into a revenue-generating\, multigenerational planning tool while strengthening client relationships and uncovering opportunities to grow your AUM. Here’s what we’ll cover:How to spot replacement-ready policies—by carrier\, product type\, and outdated structureStrategies for using life and LTC insurance to build lasting\, multi-generational plansAn IUL solution tailored for small business owners looking for protection and flexibilitySpeaker: David Beas\, Marketing Consultant\, Cavalier AssociatesNick Majors\, Sales Vice President\, Lincoln FinancialDon’t miss this opportunity to gain valuable insights and strategies to better serve your clients! Wednesday\, August 20\, 2025 12:00pm Il Moro\, 11400 Olympic Blvd (entrance on Purdue Ave) Los Angeles CA 90064 Lunch Provided \n\n \n \n \n\n \n Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com URL:https://cavalierassociates.com/event/global-wealth-planning-strategies/ CATEGORIES:Cavalier Associates Virtual Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20250123T120000 DTEND;TZID=America/Los_Angeles:20250123T130000 DTSTAMP:20260404T135654 CREATED:20241218T214302Z LAST-MODIFIED:20250120T180129Z UID:27844-1737633600-1737637200@cavalierassociates.com SUMMARY:Global Wealth Insights DESCRIPTION:About the EventWhen was the last time you took a hard look at your clients’ inforce life insurance? Too often\, outdated policies sit untouched missing the mark on performance\, protection\, and planning potential. This session is about changing that. Join us for an insightful session presented by David Beas \, Cavalier Associates and Nick Majors\, Lincoln Financial\, where we’ll explore how to turn underperforming life insurance into a revenue-generating\, multigenerational planning tool while strengthening client relationships and uncovering opportunities to grow your AUM. Here’s what we’ll cover:How to spot replacement-ready policies—by carrier\, product type\, and outdated structureStrategies for using life and LTC insurance to build lasting\, multi-generational plansAn IUL solution tailored for small business owners looking for protection and flexibilitySpeaker: David Beas\, Marketing Consultant\, Cavalier AssociatesNick Majors\, Sales Vice President\, Lincoln FinancialDon’t miss this opportunity to gain valuable insights and strategies to better serve your clients! Wednesday\, August 20\, 2025 12:00pm Il Moro\, 11400 Olympic Blvd (entrance on Purdue Ave) Los Angeles CA 90064 Lunch Provided \n\n \n \n \n\n \n Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com URL:https://cavalierassociates.com/event/global-wealth-insights/ LOCATION:Celestino Ristorante\, Pasadena\, 141 S Lake Ave\, Pasadena\, CA\, 91101\, United States CATEGORIES:Cavalier Associates In-Person Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20241210T120000 DTEND;TZID=America/Los_Angeles:20241210T130000 DTSTAMP:20260404T135654 CREATED:20241031T114538Z LAST-MODIFIED:20241210T161646Z UID:27695-1733832000-1733835600@cavalierassociates.com SUMMARY:Mastering Underwriting with Chief Underwriter Ken Turscak DESCRIPTION:About the EventWhen was the last time you took a hard look at your clients’ inforce life insurance? Too often\, outdated policies sit untouched missing the mark on performance\, protection\, and planning potential. This session is about changing that. Join us for an insightful session presented by David Beas \, Cavalier Associates and Nick Majors\, Lincoln Financial\, where we’ll explore how to turn underperforming life insurance into a revenue-generating\, multigenerational planning tool while strengthening client relationships and uncovering opportunities to grow your AUM. Here’s what we’ll cover:How to spot replacement-ready policies—by carrier\, product type\, and outdated structureStrategies for using life and LTC insurance to build lasting\, multi-generational plansAn IUL solution tailored for small business owners looking for protection and flexibilitySpeaker: David Beas\, Marketing Consultant\, Cavalier AssociatesNick Majors\, Sales Vice President\, Lincoln FinancialDon’t miss this opportunity to gain valuable insights and strategies to better serve your clients! Wednesday\, August 20\, 2025 12:00pm Il Moro\, 11400 Olympic Blvd (entrance on Purdue Ave) Los Angeles CA 90064 Lunch Provided \n\n \n \n \n\n \n Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com URL:https://cavalierassociates.com/event/mastering-underwriting-with-chief-underwriter-ken-turscak/ 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:20241114T120000 DTEND;TZID=America/Los_Angeles:20241114T130000 DTSTAMP:20260404T135654 CREATED:20241017T182054Z LAST-MODIFIED:20241114T191350Z UID:27521-1731585600-1731589200@cavalierassociates.com SUMMARY:Post-Election Financial Strategies and Business Planning Insights DESCRIPTION:About the EventWhen was the last time you took a hard look at your clients’ inforce life insurance? Too often\, outdated policies sit untouched missing the mark on performance\, protection\, and planning potential. This session is about changing that. Join us for an insightful session presented by David Beas \, Cavalier Associates and Nick Majors\, Lincoln Financial\, where we’ll explore how to turn underperforming life insurance into a revenue-generating\, multigenerational planning tool while strengthening client relationships and uncovering opportunities to grow your AUM. Here’s what we’ll cover:How to spot replacement-ready policies—by carrier\, product type\, and outdated structureStrategies for using life and LTC insurance to build lasting\, multi-generational plansAn IUL solution tailored for small business owners looking for protection and flexibilitySpeaker: David Beas\, Marketing Consultant\, Cavalier AssociatesNick Majors\, Sales Vice President\, Lincoln FinancialDon’t miss this opportunity to gain valuable insights and strategies to better serve your clients! Wednesday\, August 20\, 2025 12:00pm Il Moro\, 11400 Olympic Blvd (entrance on Purdue Ave) Los Angeles CA 90064 Lunch Provided \n\n \n \n \n\n \n Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com URL:https://cavalierassociates.com/event/post-election-financial-strategies-and-business-planning-insights-2/ 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:20241112T120000 DTEND;TZID=America/Los_Angeles:20241112T130000 DTSTAMP:20260404T135654 CREATED:20241007T114526Z LAST-MODIFIED:20241113T214921Z UID:27459-1731412800-1731416400@cavalierassociates.com SUMMARY:Post-Election Financial Strategies and Business Planning Insights DESCRIPTION:About the EventWhen was the last time you took a hard look at your clients’ inforce life insurance? Too often\, outdated policies sit untouched missing the mark on performance\, protection\, and planning potential. This session is about changing that. Join us for an insightful session presented by David Beas \, Cavalier Associates and Nick Majors\, Lincoln Financial\, where we’ll explore how to turn underperforming life insurance into a revenue-generating\, multigenerational planning tool while strengthening client relationships and uncovering opportunities to grow your AUM. Here’s what we’ll cover:How to spot replacement-ready policies—by carrier\, product type\, and outdated structureStrategies for using life and LTC insurance to build lasting\, multi-generational plansAn IUL solution tailored for small business owners looking for protection and flexibilitySpeaker: David Beas\, Marketing Consultant\, Cavalier AssociatesNick Majors\, Sales Vice President\, Lincoln FinancialDon’t miss this opportunity to gain valuable insights and strategies to better serve your clients! Wednesday\, August 20\, 2025 12:00pm Il Moro\, 11400 Olympic Blvd (entrance on Purdue Ave) Los Angeles CA 90064 Lunch Provided \n\n \n \n \n\n \n Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com URL:https://cavalierassociates.com/event/post-election-financial-strategies-and-business-planning-insights/ LOCATION:Pinstripes\, Canoga Park\, 21851 W. Victory Blvd\, Canoga Park\, 91303\, 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:20241107T110000 DTEND;TZID=America/Los_Angeles:20241107T120000 DTSTAMP:20260404T135654 CREATED:20240927T201900Z LAST-MODIFIED:20241107T192651Z UID:27430-1730977200-1730980800@cavalierassociates.com SUMMARY:Post-Election Insights on Estate & Corporate Planning with Justin Smith DESCRIPTION:About the EventWhen was the last time you took a hard look at your clients’ inforce life insurance? Too often\, outdated policies sit untouched missing the mark on performance\, protection\, and planning potential. This session is about changing that. Join us for an insightful session presented by David Beas \, Cavalier Associates and Nick Majors\, Lincoln Financial\, where we’ll explore how to turn underperforming life insurance into a revenue-generating\, multigenerational planning tool while strengthening client relationships and uncovering opportunities to grow your AUM. Here’s what we’ll cover:How to spot replacement-ready policies—by carrier\, product type\, and outdated structureStrategies for using life and LTC insurance to build lasting\, multi-generational plansAn IUL solution tailored for small business owners looking for protection and flexibilitySpeaker: David Beas\, Marketing Consultant\, Cavalier AssociatesNick Majors\, Sales Vice President\, Lincoln FinancialDon’t miss this opportunity to gain valuable insights and strategies to better serve your clients! Wednesday\, August 20\, 2025 12:00pm Il Moro\, 11400 Olympic Blvd (entrance on Purdue Ave) Los Angeles CA 90064 Lunch Provided \n\n \n \n \n\n \n Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com URL:https://cavalierassociates.com/event/post-election-insights-on-estate-corporate-planning-with-justin-smith/ CATEGORIES:Cavalier Associates Virtual Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20241022T120000 DTEND;TZID=America/Los_Angeles:20241022T130000 DTSTAMP:20260404T135654 CREATED:20240917T114507Z LAST-MODIFIED:20241022T152751Z UID:27285-1729598400-1729602000@cavalierassociates.com SUMMARY:The Latest Trends in Estate & Corporate Planning with Justin Smith DESCRIPTION:About the EventWhen was the last time you took a hard look at your clients’ inforce life insurance? Too often\, outdated policies sit untouched missing the mark on performance\, protection\, and planning potential. This session is about changing that. Join us for an insightful session presented by David Beas \, Cavalier Associates and Nick Majors\, Lincoln Financial\, where we’ll explore how to turn underperforming life insurance into a revenue-generating\, multigenerational planning tool while strengthening client relationships and uncovering opportunities to grow your AUM. Here’s what we’ll cover:How to spot replacement-ready policies—by carrier\, product type\, and outdated structureStrategies for using life and LTC insurance to build lasting\, multi-generational plansAn IUL solution tailored for small business owners looking for protection and flexibilitySpeaker: David Beas\, Marketing Consultant\, Cavalier AssociatesNick Majors\, Sales Vice President\, Lincoln FinancialDon’t miss this opportunity to gain valuable insights and strategies to better serve your clients! Wednesday\, August 20\, 2025 12:00pm Il Moro\, 11400 Olympic Blvd (entrance on Purdue Ave) Los Angeles CA 90064 Lunch Provided \n\n \n \n \n\n \n Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com URL:https://cavalierassociates.com/event/discussion-with-justin-smith-principal-of-balanced-strategies-and-president-of-strata-family-office-services/ LOCATION:Il Fornaio\, Irvine\, 18051 Von Karman Ave\, Irvine\, CA\, 92612 CATEGORIES:Cavalier Associates In-Person Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20241015T120000 DTEND;TZID=America/Los_Angeles:20241015T133000 DTSTAMP:20260404T135654 CREATED:20240917T114541Z LAST-MODIFIED:20241015T222128Z UID:27207-1728993600-1728999000@cavalierassociates.com SUMMARY:Protecting Your Practice with Long-Term Care Featuring One America & Nationwide DESCRIPTION:About the EventWhen was the last time you took a hard look at your clients’ inforce life insurance? Too often\, outdated policies sit untouched missing the mark on performance\, protection\, and planning potential. This session is about changing that. Join us for an insightful session presented by David Beas \, Cavalier Associates and Nick Majors\, Lincoln Financial\, where we’ll explore how to turn underperforming life insurance into a revenue-generating\, multigenerational planning tool while strengthening client relationships and uncovering opportunities to grow your AUM. Here’s what we’ll cover:How to spot replacement-ready policies—by carrier\, product type\, and outdated structureStrategies for using life and LTC insurance to build lasting\, multi-generational plansAn IUL solution tailored for small business owners looking for protection and flexibilitySpeaker: David Beas\, Marketing Consultant\, Cavalier AssociatesNick Majors\, Sales Vice President\, Lincoln FinancialDon’t miss this opportunity to gain valuable insights and strategies to better serve your clients! Wednesday\, August 20\, 2025 12:00pm Il Moro\, 11400 Olympic Blvd (entrance on Purdue Ave) Los Angeles CA 90064 Lunch Provided \n\n \n \n \n\n \n Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com URL:https://cavalierassociates.com/event/protecting-your-practice-with-long-term-care-featuring-one-america-nationwide/ LOCATION:Il Fornaio\, Irvine\, 18051 Von Karman Ave\, Irvine\, CA\, 92612 CATEGORIES:Cavalier Associates In-Person Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20240918T110000 DTEND;TZID=America/Los_Angeles:20240918T120000 DTSTAMP:20260404T135654 CREATED:20240909T121031Z LAST-MODIFIED:20241009T182105Z UID:27113-1726657200-1726660800@cavalierassociates.com SUMMARY:Top Underwriting Niches with our Chief Underwriter Ken Turscak\, FALU\,FLMI\, ACS DESCRIPTION:About the EventWhen was the last time you took a hard look at your clients’ inforce life insurance? Too often\, outdated policies sit untouched missing the mark on performance\, protection\, and planning potential. This session is about changing that. Join us for an insightful session presented by David Beas \, Cavalier Associates and Nick Majors\, Lincoln Financial\, where we’ll explore how to turn underperforming life insurance into a revenue-generating\, multigenerational planning tool while strengthening client relationships and uncovering opportunities to grow your AUM. Here’s what we’ll cover:How to spot replacement-ready policies—by carrier\, product type\, and outdated structureStrategies for using life and LTC insurance to build lasting\, multi-generational plansAn IUL solution tailored for small business owners looking for protection and flexibilitySpeaker: David Beas\, Marketing Consultant\, Cavalier AssociatesNick Majors\, Sales Vice President\, Lincoln FinancialDon’t miss this opportunity to gain valuable insights and strategies to better serve your clients! Wednesday\, August 20\, 2025 12:00pm Il Moro\, 11400 Olympic Blvd (entrance on Purdue Ave) Los Angeles CA 90064 Lunch Provided \n\n \n \n \n\n \n Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com URL:https://cavalierassociates.com/event/top-underwriting-niches-with-our-chief-underwriter-ken-turscak-faluflmi-acs/ CATEGORIES:Cavalier Associates Virtual Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20240912T120000 DTEND;TZID=America/Los_Angeles:20240912T133000 DTSTAMP:20260404T135654 CREATED:20240820T200041Z LAST-MODIFIED:20241009T182025Z UID:26771-1726142400-1726147800@cavalierassociates.com SUMMARY:Understanding the Impacts of the Tax Cuts & Jobs Act Sunset and the Connelly Decision DESCRIPTION:About the EventWhen was the last time you took a hard look at your clients’ inforce life insurance? Too often\, outdated policies sit untouched missing the mark on performance\, protection\, and planning potential. This session is about changing that. Join us for an insightful session presented by David Beas \, Cavalier Associates and Nick Majors\, Lincoln Financial\, where we’ll explore how to turn underperforming life insurance into a revenue-generating\, multigenerational planning tool while strengthening client relationships and uncovering opportunities to grow your AUM. Here’s what we’ll cover:How to spot replacement-ready policies—by carrier\, product type\, and outdated structureStrategies for using life and LTC insurance to build lasting\, multi-generational plansAn IUL solution tailored for small business owners looking for protection and flexibilitySpeaker: David Beas\, Marketing Consultant\, Cavalier AssociatesNick Majors\, Sales Vice President\, Lincoln FinancialDon’t miss this opportunity to gain valuable insights and strategies to better serve your clients! Wednesday\, August 20\, 2025 12:00pm Il Moro\, 11400 Olympic Blvd (entrance on Purdue Ave) Los Angeles CA 90064 Lunch Provided \n\n \n \n \n\n \n Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com URL:https://cavalierassociates.com/event/understanding-the-impacts-of-the-tax-cuts-jobs-act-sunset-and-the-connelly-decision/ LOCATION:Pinstripes\, Canoga Park\, 21851 W. Victory Blvd\, Canoga Park\, 91303\, United States CATEGORIES:Cavalier Associates In-Person Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT END:VCALENDAR