BEGIN:VCALENDAR VERSION:2.0 PRODID:-//Cavalier Associates - ECPv6.18.2//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:20260625T120000 DTEND;TZID=America/Los_Angeles:20260625T133000 DTSTAMP:20260625T194420Z CREATED:20260602T162603Z LAST-MODIFIED:20260625T194420Z UID:31394-1782388800-1782394200@cavalierassociates.com SUMMARY:Business Lifecycle Planning 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/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:20260721T110000 DTEND;TZID=America/Los_Angeles:20260721T120000 DTSTAMP:20260721T215833Z CREATED:20260706T204630Z LAST-MODIFIED:20260721T215833Z UID:31554-1784631600-1784635200@cavalierassociates.com SUMMARY:The 3 Burdens of LTC — and the Rollover Strategy Most Advisors Miss 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/the-3-burdens-of-ltc-and-the-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:20260722T100000 DTEND;TZID=America/Los_Angeles:20260722T110000 DTSTAMP:20260722T190809Z CREATED:20260622T165913Z LAST-MODIFIED:20260722T190809Z UID:31474-1784714400-1784718000@cavalierassociates.com SUMMARY:The Succession Planning Wake-Up Call for Small Business Owners 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/the-succession-planning-wake-up-call-for-small-business-owners/ 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:20260728T113000 DTEND;TZID=America/Los_Angeles:20260728T130000 DTSTAMP:20260729T151410Z CREATED:20260604T223013Z LAST-MODIFIED:20260729T151410Z UID:31455-1785238200-1785243600@cavalierassociates.com SUMMARY:The $1.37 Million Blind Spot: Dominating Retail Case Design 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/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:20260728T120000 DTEND;TZID=America/Los_Angeles:20260728T133000 DTSTAMP:20260729T151433Z CREATED:20260625T171639Z LAST-MODIFIED:20260729T151433Z UID:31513-1785240000-1785245400@cavalierassociates.com SUMMARY:Most IULs Offer Potential - Secure Horizon Offers Guarantees 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/most-iuls-offer-potential-secure-horizon-offers-guarantees/ LOCATION:Javier’s\, Los Angeles\, 10250 Santa Monica Blvd. #1005\, Los Angeles\, CA\, 90067\, 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:20260730T100000 DTEND;TZID=America/Los_Angeles:20260730T110000 DTSTAMP:20260730T173945Z CREATED:20260330T225646Z LAST-MODIFIED:20260730T173945Z UID:31126-1785405600-1785409200@cavalierassociates.com SUMMARY:Underwriting Uncovered - Mental Health History: What's a Knockout vs. Manageable Risk 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/underwriting-uncovered-mental-health-history-whats-a-knockout-vs-manageable-risk/ 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:20260820T173000 DTEND;TZID=America/Los_Angeles:20260820T193000 DTSTAMP:20260821T182925Z CREATED:20260729T200834Z LAST-MODIFIED:20260821T182925Z UID:31641-1787247000-1787254200@cavalierassociates.com SUMMARY:Happy Hour & Networking: The Changing LTC Conversation 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/happy-hour-networking-the-changing-ltc-conversation/ LOCATION:On the Thirty\, Sherman Oaks\, 14622 Ventura Blvd #112\, Sherman Oaks\, 91403\, 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: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 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/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 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/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 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/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 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/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 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/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 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/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 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/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 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/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 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/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 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/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 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/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 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/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 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/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 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/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 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/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 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/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 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/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