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SUMMARY:Top Underwriting Niches with our Chief Underwriter Ken Turscak\, FALU\,FLMI\, ACS
DESCRIPTION:About the EventJoin David Beas\, Marketing Consultant at Cavalier Associates\, and Shawn Britt\, Director of LTC Initiatives at Nationwide Financial\, for a virtual session to explore actionable long-term care (LTC) planning techniques tailored for affluent and mass affluent clients. With extensive experience in LTC solutions\, David and Shawn will share their expertise in addressing complex client needs. Topics Include: Strategies for affluent and mass affluent clientsPlanning for divorce\, remarriage\, and cohabitationEngaging legal counsel to enhance client outcomesTuesday\, February 4\, 2025 at 11 am Pacific Zoom\, Link provided upon registration     \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
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SUMMARY:Understanding the Impacts of the Tax Cuts & Jobs Act Sunset and the Connelly Decision
DESCRIPTION:About the EventJoin David Beas\, Marketing Consultant at Cavalier Associates\, and Shawn Britt\, Director of LTC Initiatives at Nationwide Financial\, for a virtual session to explore actionable long-term care (LTC) planning techniques tailored for affluent and mass affluent clients. With extensive experience in LTC solutions\, David and Shawn will share their expertise in addressing complex client needs. Topics Include: Strategies for affluent and mass affluent clientsPlanning for divorce\, remarriage\, and cohabitationEngaging legal counsel to enhance client outcomesTuesday\, February 4\, 2025 at 11 am Pacific Zoom\, Link provided upon registration     \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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