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DTSTART;TZID=America/Los_Angeles:20261103T110000
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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
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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
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DTSTART;TZID=America/Los_Angeles:20261119T100000
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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
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DTSTART;TZID=America/Los_Angeles:20261209T100000
DTEND;TZID=America/Los_Angeles:20261209T110000
DTSTAMP:20261022T151635Z
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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
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