BEGIN:VCALENDAR VERSION:2.0 PRODID:-//Cavalier Associates - ECPv6.16.3//NONSGML v1.0//EN CALSCALE:GREGORIAN METHOD:PUBLISH X-ORIGINAL-URL:https://cavalierassociates.com X-WR-CALDESC:Events for Cavalier Associates REFRESH-INTERVAL;VALUE=DURATION:PT1H X-Robots-Tag:noindex X-PUBLISHED-TTL:PT1H BEGIN:VTIMEZONE TZID:America/Los_Angeles BEGIN:DAYLIGHT TZOFFSETFROM:-0800 TZOFFSETTO:-0700 TZNAME:PDT DTSTART:20250309T100000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0700 TZOFFSETTO:-0800 TZNAME:PST DTSTART:20251102T090000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0800 TZOFFSETTO:-0700 TZNAME:PDT DTSTART:20260308T100000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0700 TZOFFSETTO:-0800 TZNAME:PST DTSTART:20261101T090000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0800 TZOFFSETTO:-0700 TZNAME:PDT DTSTART:20270314T100000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0700 TZOFFSETTO:-0800 TZNAME:PST DTSTART:20271107T090000 END:STANDARD END:VTIMEZONE BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20260430T093000 DTEND;TZID=America/Los_Angeles:20260430T110000 DTSTAMP:20260619T111422 CREATED:20260309T204452Z LAST-MODIFIED:20260310T155229Z UID:31105-1777541400-1777546800@cavalierassociates.com SUMMARY:Leveraging Large IRAs: Three Wins for Clients\, Heirs\, and Financial Professionals DESCRIPTION:About the EventHelp Your Business Owner Clients Do More With Their Money Lunch with Paul Sargent of Principal Financial Group® & David Beas of Cavalier Associates The One Big Beautiful Bill (OBBB) just locked in lower taxes and bigger deductions for small business owners. Translation? They may have more cash to work with if they know how to use it. Over lunch\, we will walk you through how to help your clients turn these new tax breaks into strategies that grow their business\, protect what they’ve built\, and keep their best people.  Here’s what we’re diving into:1. OBBB Changes That Free Up Cash Permanent lower tax rates + the 20% QBI deduction.100% bonus depreciation and bigger Section 179 write-offs.How to redirect tax savings into growth\, protection\, and planning.2. Winning the Talent Game What each generation—Gen Z\, Millennials\, Gen X\, Boomers—actually wants from an employer.Why benefits beat salary when it comes to retention.Using life insurance solutions to build loyalty and stand out.3️. Smarter Benefits for Key People Executive bonus plans\, carve-outs\, and split-dollar arrangements.Leveraging new credits for childcare and paid leave.Creating “golden handcuffs” that keep top performers long-term.Speaker: David Beas\, Marketing Consultant\, Cavalier AssociatesPaul Sargent\, SVP – Business Solutions\, Principal Financial GroupYou’ll walk away with ideas you can put in front of business owner clients immediately\, positioning yourself as the one who helps them take advantage of these changes while building your own book. Thursday\, September 18\, 2025 12:00pm 555 East American Steakhouse\, 555 E. Ocean Blvd\, Long Beach\, CA 90802 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/leveraging-large-iras-three-wins-for-clients-heirs-and-financial-professionals/ LOCATION:CA CATEGORIES:Cavalier Associates Virtual Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20260505T113000 DTEND;TZID=America/Los_Angeles:20260505T130000 DTSTAMP:20260619T111422 CREATED:20260408T221602Z LAST-MODIFIED:20260505T200502Z UID:31145-1777980600-1777986000@cavalierassociates.com SUMMARY:The Math of Living Longer: 10 Ways to Transform Case Design - Costa Mesa DESCRIPTION:About the EventHelp Your Business Owner Clients Do More With Their Money Lunch with Paul Sargent of Principal Financial Group® & David Beas of Cavalier Associates The One Big Beautiful Bill (OBBB) just locked in lower taxes and bigger deductions for small business owners. Translation? They may have more cash to work with if they know how to use it. Over lunch\, we will walk you through how to help your clients turn these new tax breaks into strategies that grow their business\, protect what they’ve built\, and keep their best people.  Here’s what we’re diving into:1. OBBB Changes That Free Up Cash Permanent lower tax rates + the 20% QBI deduction.100% bonus depreciation and bigger Section 179 write-offs.How to redirect tax savings into growth\, protection\, and planning.2. Winning the Talent Game What each generation—Gen Z\, Millennials\, Gen X\, Boomers—actually wants from an employer.Why benefits beat salary when it comes to retention.Using life insurance solutions to build loyalty and stand out.3️. Smarter Benefits for Key People Executive bonus plans\, carve-outs\, and split-dollar arrangements.Leveraging new credits for childcare and paid leave.Creating “golden handcuffs” that keep top performers long-term.Speaker: David Beas\, Marketing Consultant\, Cavalier AssociatesPaul Sargent\, SVP – Business Solutions\, Principal Financial GroupYou’ll walk away with ideas you can put in front of business owner clients immediately\, positioning yourself as the one who helps them take advantage of these changes while building your own book. Thursday\, September 18\, 2025 12:00pm 555 East American Steakhouse\, 555 E. Ocean Blvd\, Long Beach\, CA 90802 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/the-math-of-living-longer-10-ways-to-transform-case-design-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:20260506T113000 DTEND;TZID=America/Los_Angeles:20260506T130000 DTSTAMP:20260619T111422 CREATED:20260408T221602Z LAST-MODIFIED:20260506T214439Z UID:31162-1778067000-1778072400@cavalierassociates.com SUMMARY:The Math of Living Longer: 10 Ways to Transform Case Design - Los Angeles DESCRIPTION:About the EventHelp Your Business Owner Clients Do More With Their Money Lunch with Paul Sargent of Principal Financial Group® & David Beas of Cavalier Associates The One Big Beautiful Bill (OBBB) just locked in lower taxes and bigger deductions for small business owners. Translation? They may have more cash to work with if they know how to use it. Over lunch\, we will walk you through how to help your clients turn these new tax breaks into strategies that grow their business\, protect what they’ve built\, and keep their best people.  Here’s what we’re diving into:1. OBBB Changes That Free Up Cash Permanent lower tax rates + the 20% QBI deduction.100% bonus depreciation and bigger Section 179 write-offs.How to redirect tax savings into growth\, protection\, and planning.2. Winning the Talent Game What each generation—Gen Z\, Millennials\, Gen X\, Boomers—actually wants from an employer.Why benefits beat salary when it comes to retention.Using life insurance solutions to build loyalty and stand out.3️. Smarter Benefits for Key People Executive bonus plans\, carve-outs\, and split-dollar arrangements.Leveraging new credits for childcare and paid leave.Creating “golden handcuffs” that keep top performers long-term.Speaker: David Beas\, Marketing Consultant\, Cavalier AssociatesPaul Sargent\, SVP – Business Solutions\, Principal Financial GroupYou’ll walk away with ideas you can put in front of business owner clients immediately\, positioning yourself as the one who helps them take advantage of these changes while building your own book. Thursday\, September 18\, 2025 12:00pm 555 East American Steakhouse\, 555 E. Ocean Blvd\, Long Beach\, CA 90802 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/the-math-of-living-longer-10-ways-to-transform-case-design-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:20260528T100000 DTEND;TZID=America/Los_Angeles:20260528T110000 DTSTAMP:20260619T111422 CREATED:20260209T223152Z LAST-MODIFIED:20260528T173104Z UID:30979-1779962400-1779966000@cavalierassociates.com SUMMARY:Underwriting Uncovered - Diabetes: Mild\, Moderate\, & Severe Risk Classes DESCRIPTION:About the EventHelp Your Business Owner Clients Do More With Their Money Lunch with Paul Sargent of Principal Financial Group® & David Beas of Cavalier Associates The One Big Beautiful Bill (OBBB) just locked in lower taxes and bigger deductions for small business owners. Translation? They may have more cash to work with if they know how to use it. Over lunch\, we will walk you through how to help your clients turn these new tax breaks into strategies that grow their business\, protect what they’ve built\, and keep their best people.  Here’s what we’re diving into:1. OBBB Changes That Free Up Cash Permanent lower tax rates + the 20% QBI deduction.100% bonus depreciation and bigger Section 179 write-offs.How to redirect tax savings into growth\, protection\, and planning.2. Winning the Talent Game What each generation—Gen Z\, Millennials\, Gen X\, Boomers—actually wants from an employer.Why benefits beat salary when it comes to retention.Using life insurance solutions to build loyalty and stand out.3️. Smarter Benefits for Key People Executive bonus plans\, carve-outs\, and split-dollar arrangements.Leveraging new credits for childcare and paid leave.Creating “golden handcuffs” that keep top performers long-term.Speaker: David Beas\, Marketing Consultant\, Cavalier AssociatesPaul Sargent\, SVP – Business Solutions\, Principal Financial GroupYou’ll walk away with ideas you can put in front of business owner clients immediately\, positioning yourself as the one who helps them take advantage of these changes while building your own book. Thursday\, September 18\, 2025 12:00pm 555 East American Steakhouse\, 555 E. Ocean Blvd\, Long Beach\, CA 90802 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/diabetes-mild-moderate-severe-risk-classes/ LOCATION:CA CATEGORIES:Cavalier Associates Virtual Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20260604T103000 DTEND;TZID=America/Los_Angeles:20260604T113000 DTSTAMP:20260619T111422 CREATED:20260414T224240Z LAST-MODIFIED:20260604T190053Z UID:31176-1780569000-1780572600@cavalierassociates.com SUMMARY:Nationwide’s Care Matters Annuity DESCRIPTION:About the EventHelp Your Business Owner Clients Do More With Their Money Lunch with Paul Sargent of Principal Financial Group® & David Beas of Cavalier Associates The One Big Beautiful Bill (OBBB) just locked in lower taxes and bigger deductions for small business owners. Translation? They may have more cash to work with if they know how to use it. Over lunch\, we will walk you through how to help your clients turn these new tax breaks into strategies that grow their business\, protect what they’ve built\, and keep their best people.  Here’s what we’re diving into:1. OBBB Changes That Free Up Cash Permanent lower tax rates + the 20% QBI deduction.100% bonus depreciation and bigger Section 179 write-offs.How to redirect tax savings into growth\, protection\, and planning.2. Winning the Talent Game What each generation—Gen Z\, Millennials\, Gen X\, Boomers—actually wants from an employer.Why benefits beat salary when it comes to retention.Using life insurance solutions to build loyalty and stand out.3️. Smarter Benefits for Key People Executive bonus plans\, carve-outs\, and split-dollar arrangements.Leveraging new credits for childcare and paid leave.Creating “golden handcuffs” that keep top performers long-term.Speaker: David Beas\, Marketing Consultant\, Cavalier AssociatesPaul Sargent\, SVP – Business Solutions\, Principal Financial GroupYou’ll walk away with ideas you can put in front of business owner clients immediately\, positioning yourself as the one who helps them take advantage of these changes while building your own book. Thursday\, September 18\, 2025 12:00pm 555 East American Steakhouse\, 555 E. Ocean Blvd\, Long Beach\, CA 90802 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/nationwides-care-matters-annuity/ LOCATION:CA CATEGORIES:Cavalier Associates Virtual Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20260625T120000 DTEND;TZID=America/Los_Angeles:20260625T133000 DTSTAMP:20260619T111422 CREATED:20260602T162603Z LAST-MODIFIED:20260603T192324Z UID:31394-1782388800-1782394200@cavalierassociates.com SUMMARY:Business Lifecycle Planning DESCRIPTION:About the EventHelp Your Business Owner Clients Do More With Their Money Lunch with Paul Sargent of Principal Financial Group® & David Beas of Cavalier Associates The One Big Beautiful Bill (OBBB) just locked in lower taxes and bigger deductions for small business owners. Translation? They may have more cash to work with if they know how to use it. Over lunch\, we will walk you through how to help your clients turn these new tax breaks into strategies that grow their business\, protect what they’ve built\, and keep their best people.  Here’s what we’re diving into:1. OBBB Changes That Free Up Cash Permanent lower tax rates + the 20% QBI deduction.100% bonus depreciation and bigger Section 179 write-offs.How to redirect tax savings into growth\, protection\, and planning.2. Winning the Talent Game What each generation—Gen Z\, Millennials\, Gen X\, Boomers—actually wants from an employer.Why benefits beat salary when it comes to retention.Using life insurance solutions to build loyalty and stand out.3️. Smarter Benefits for Key People Executive bonus plans\, carve-outs\, and split-dollar arrangements.Leveraging new credits for childcare and paid leave.Creating “golden handcuffs” that keep top performers long-term.Speaker: David Beas\, Marketing Consultant\, Cavalier AssociatesPaul Sargent\, SVP – Business Solutions\, Principal Financial GroupYou’ll walk away with ideas you can put in front of business owner clients immediately\, positioning yourself as the one who helps them take advantage of these changes while building your own book. Thursday\, September 18\, 2025 12:00pm 555 East American Steakhouse\, 555 E. Ocean Blvd\, Long Beach\, CA 90802 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/business-lifecycle-planning/ LOCATION:Paul Martin’s American Grill\, Rancho Cucamonga\, 12594 N Mainstreet\, Rancho Cucamonga\, CA\, 91739\, 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:20260728T113000 DTEND;TZID=America/Los_Angeles:20260728T130000 DTSTAMP:20260619T111422 CREATED:20260604T223013Z LAST-MODIFIED:20260612T194546Z UID:31455-1785238200-1785243600@cavalierassociates.com SUMMARY:The $1.37 Million Blind Spot: Dominating Retail Case Design DESCRIPTION:About the EventHelp Your Business Owner Clients Do More With Their Money Lunch with Paul Sargent of Principal Financial Group® & David Beas of Cavalier Associates The One Big Beautiful Bill (OBBB) just locked in lower taxes and bigger deductions for small business owners. Translation? They may have more cash to work with if they know how to use it. Over lunch\, we will walk you through how to help your clients turn these new tax breaks into strategies that grow their business\, protect what they’ve built\, and keep their best people.  Here’s what we’re diving into:1. OBBB Changes That Free Up Cash Permanent lower tax rates + the 20% QBI deduction.100% bonus depreciation and bigger Section 179 write-offs.How to redirect tax savings into growth\, protection\, and planning.2. Winning the Talent Game What each generation—Gen Z\, Millennials\, Gen X\, Boomers—actually wants from an employer.Why benefits beat salary when it comes to retention.Using life insurance solutions to build loyalty and stand out.3️. Smarter Benefits for Key People Executive bonus plans\, carve-outs\, and split-dollar arrangements.Leveraging new credits for childcare and paid leave.Creating “golden handcuffs” that keep top performers long-term.Speaker: David Beas\, Marketing Consultant\, Cavalier AssociatesPaul Sargent\, SVP – Business Solutions\, Principal Financial GroupYou’ll walk away with ideas you can put in front of business owner clients immediately\, positioning yourself as the one who helps them take advantage of these changes while building your own book. Thursday\, September 18\, 2025 12:00pm 555 East American Steakhouse\, 555 E. Ocean Blvd\, Long Beach\, CA 90802 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/the-1-37-million-blind-spot-dominating-retail-case-design/ 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:20260730T100000 DTEND;TZID=America/Los_Angeles:20260730T110000 DTSTAMP:20260619T111422 CREATED:20260330T225646Z LAST-MODIFIED:20260423T172630Z UID:31126-1785405600-1785409200@cavalierassociates.com SUMMARY:Underwriting Uncovered - Mental Health History: What's a Knockout vs. Manageable Risk DESCRIPTION:About the EventHelp Your Business Owner Clients Do More With Their Money Lunch with Paul Sargent of Principal Financial Group® & David Beas of Cavalier Associates The One Big Beautiful Bill (OBBB) just locked in lower taxes and bigger deductions for small business owners. Translation? They may have more cash to work with if they know how to use it. Over lunch\, we will walk you through how to help your clients turn these new tax breaks into strategies that grow their business\, protect what they’ve built\, and keep their best people.  Here’s what we’re diving into:1. OBBB Changes That Free Up Cash Permanent lower tax rates + the 20% QBI deduction.100% bonus depreciation and bigger Section 179 write-offs.How to redirect tax savings into growth\, protection\, and planning.2. Winning the Talent Game What each generation—Gen Z\, Millennials\, Gen X\, Boomers—actually wants from an employer.Why benefits beat salary when it comes to retention.Using life insurance solutions to build loyalty and stand out.3️. Smarter Benefits for Key People Executive bonus plans\, carve-outs\, and split-dollar arrangements.Leveraging new credits for childcare and paid leave.Creating “golden handcuffs” that keep top performers long-term.Speaker: David Beas\, Marketing Consultant\, Cavalier AssociatesPaul Sargent\, SVP – Business Solutions\, Principal Financial GroupYou’ll walk away with ideas you can put in front of business owner clients immediately\, positioning yourself as the one who helps them take advantage of these changes while building your own book. Thursday\, September 18\, 2025 12:00pm 555 East American Steakhouse\, 555 E. Ocean Blvd\, Long Beach\, CA 90802 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-uncovered-mental-health-history-whats-a-knockout-vs-manageable-risk/ LOCATION:CA CATEGORIES:Cavalier Associates Virtual Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20260827T100000 DTEND;TZID=America/Los_Angeles:20260827T110000 DTSTAMP:20260619T111422 CREATED:20260603T194952Z LAST-MODIFIED:20260603T205418Z UID:31414-1787824800-1787828400@cavalierassociates.com SUMMARY:Underwriting Uncovered - Financial Underwriting Explained: Income vs. Net Worth vs. Coverage Amounts DESCRIPTION:About the EventHelp Your Business Owner Clients Do More With Their Money Lunch with Paul Sargent of Principal Financial Group® & David Beas of Cavalier Associates The One Big Beautiful Bill (OBBB) just locked in lower taxes and bigger deductions for small business owners. Translation? They may have more cash to work with if they know how to use it. Over lunch\, we will walk you through how to help your clients turn these new tax breaks into strategies that grow their business\, protect what they’ve built\, and keep their best people.  Here’s what we’re diving into:1. OBBB Changes That Free Up Cash Permanent lower tax rates + the 20% QBI deduction.100% bonus depreciation and bigger Section 179 write-offs.How to redirect tax savings into growth\, protection\, and planning.2. Winning the Talent Game What each generation—Gen Z\, Millennials\, Gen X\, Boomers—actually wants from an employer.Why benefits beat salary when it comes to retention.Using life insurance solutions to build loyalty and stand out.3️. Smarter Benefits for Key People Executive bonus plans\, carve-outs\, and split-dollar arrangements.Leveraging new credits for childcare and paid leave.Creating “golden handcuffs” that keep top performers long-term.Speaker: David Beas\, Marketing Consultant\, Cavalier AssociatesPaul Sargent\, SVP – Business Solutions\, Principal Financial GroupYou’ll walk away with ideas you can put in front of business owner clients immediately\, positioning yourself as the one who helps them take advantage of these changes while building your own book. Thursday\, September 18\, 2025 12:00pm 555 East American Steakhouse\, 555 E. Ocean Blvd\, Long Beach\, CA 90802 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/financial-underwriting-explained-income-vs-net-worth-vs-coverage-amounts/ LOCATION:CA CATEGORIES:Cavalier Associates Virtual Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/Los_Angeles:20260930T100000 DTEND;TZID=America/Los_Angeles:20260930T110000 DTSTAMP:20260619T111422 CREATED:20260604T201258Z LAST-MODIFIED:20260604T202013Z UID:31431-1790762400-1790766000@cavalierassociates.com SUMMARY:Underwriting Uncovered - Table Shaving & Credits: When to Ask and How to Position It DESCRIPTION:About the EventHelp Your Business Owner Clients Do More With Their Money Lunch with Paul Sargent of Principal Financial Group® & David Beas of Cavalier Associates The One Big Beautiful Bill (OBBB) just locked in lower taxes and bigger deductions for small business owners. Translation? They may have more cash to work with if they know how to use it. Over lunch\, we will walk you through how to help your clients turn these new tax breaks into strategies that grow their business\, protect what they’ve built\, and keep their best people.  Here’s what we’re diving into:1. OBBB Changes That Free Up Cash Permanent lower tax rates + the 20% QBI deduction.100% bonus depreciation and bigger Section 179 write-offs.How to redirect tax savings into growth\, protection\, and planning.2. Winning the Talent Game What each generation—Gen Z\, Millennials\, Gen X\, Boomers—actually wants from an employer.Why benefits beat salary when it comes to retention.Using life insurance solutions to build loyalty and stand out.3️. Smarter Benefits for Key People Executive bonus plans\, carve-outs\, and split-dollar arrangements.Leveraging new credits for childcare and paid leave.Creating “golden handcuffs” that keep top performers long-term.Speaker: David Beas\, Marketing Consultant\, Cavalier AssociatesPaul Sargent\, SVP – Business Solutions\, Principal Financial GroupYou’ll walk away with ideas you can put in front of business owner clients immediately\, positioning yourself as the one who helps them take advantage of these changes while building your own book. Thursday\, September 18\, 2025 12:00pm 555 East American Steakhouse\, 555 E. Ocean Blvd\, Long Beach\, CA 90802 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/table-shaving-credits-when-to-ask-and-how-to-position-it/ LOCATION:CA 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:20261029T110000 DTSTAMP:20260619T111422 CREATED:20260604T204059Z LAST-MODIFIED:20260604T222959Z UID:31440-1793268000-1793271600@cavalierassociates.com SUMMARY:Underwriting Uncovered - The Diabetes Dilemma: Mild\, Moderate\, and Severe Risk Classes DESCRIPTION:About the EventHelp Your Business Owner Clients Do More With Their Money Lunch with Paul Sargent of Principal Financial Group® & David Beas of Cavalier Associates The One Big Beautiful Bill (OBBB) just locked in lower taxes and bigger deductions for small business owners. Translation? They may have more cash to work with if they know how to use it. Over lunch\, we will walk you through how to help your clients turn these new tax breaks into strategies that grow their business\, protect what they’ve built\, and keep their best people.  Here’s what we’re diving into:1. OBBB Changes That Free Up Cash Permanent lower tax rates + the 20% QBI deduction.100% bonus depreciation and bigger Section 179 write-offs.How to redirect tax savings into growth\, protection\, and planning.2. Winning the Talent Game What each generation—Gen Z\, Millennials\, Gen X\, Boomers—actually wants from an employer.Why benefits beat salary when it comes to retention.Using life insurance solutions to build loyalty and stand out.3️. Smarter Benefits for Key People Executive bonus plans\, carve-outs\, and split-dollar arrangements.Leveraging new credits for childcare and paid leave.Creating “golden handcuffs” that keep top performers long-term.Speaker: David Beas\, Marketing Consultant\, Cavalier AssociatesPaul Sargent\, SVP – Business Solutions\, Principal Financial GroupYou’ll walk away with ideas you can put in front of business owner clients immediately\, positioning yourself as the one who helps them take advantage of these changes while building your own book. Thursday\, September 18\, 2025 12:00pm 555 East American Steakhouse\, 555 E. Ocean Blvd\, Long Beach\, CA 90802 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/the-diabetes-dilemma-mild-moderate-and-severe-risk-classes/ LOCATION:CA CATEGORIES:Cavalier Associates Virtual Events ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com END:VEVENT END:VCALENDAR