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SUMMARY:Understanding the Impacts of the Tax Cuts & Jobs Act Sunset and the Connelly Decision
DESCRIPTION:About the EventPlanning Without a Passport explores how life insurance can be used beyond traditional death benefit or estate planning—serving instead as a strategic tool for wealth accumulation\, tax efficiency\, and liquidity in cross-border situations where residency\, citizenship\, and long-term plans may change. We’ll cover: How planning rules change for non-citizens and visa holdersWhere advisors commonly make mistakes with foreign national casesHow life insurance can create flexibility when residency and long-term plans are uncertainFeatured Speakers David Beas\, Marketing Consultant\, Cavalier AssociatesRey Castro\, Regional Vice President\, Life Sales – West Territory\, SymetraThursday\, February 19\, 2026 at 12:00pm Panda Inn\, 3488 E. Foothill Blvd\, Pasadena\, CA 91107 Lunch Provided This is a small-group lunch designed for open conversation and real-world takeaways. Seating is intentionally limited to keep the discussion intimate.      \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
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