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DTSTART;TZID=America/Los_Angeles:20241022T120000
DTEND;TZID=America/Los_Angeles:20241022T130000
DTSTAMP:20260501T042103
CREATED:20240917T114507Z
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UID:27285-1729598400-1729602000@cavalierassociates.com
SUMMARY:The Latest Trends in Estate & Corporate Planning with Justin Smith
DESCRIPTION:About the EventWe’re excited to feature Paul Sargent\, CLU\, ChFC\, CLF\, Sales Vice-President at Principal Business Solutions\, in this upcoming event tailored specifically for financial advisors and their business owner and executive clients. Post-Election Reflection: Post-TCJA & Post-ConnellyEstate Planning: Exploring downstream consequences and buy-sell issuesCorporate Insurance Structures: NQDC\, Split Dollar\, Cross-Purchase\, Insurance LLCsWhat Principal Can Do for Your Business: Informal business evaluations\, Buy-Sell agreement reviews\, and moreTuesday\, November 12\, 2024 from 12:00pm-1:00pm Pinstripes\, 21851 Victory Blvd Ste 1250\, Woodland Hills\, CA 91303Lunch will be Served     \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/discussion-with-justin-smith-principal-of-balanced-strategies-and-president-of-strata-family-office-services/
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
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DTSTART;TZID=America/Los_Angeles:20241015T120000
DTEND;TZID=America/Los_Angeles:20241015T133000
DTSTAMP:20260501T042103
CREATED:20240917T114541Z
LAST-MODIFIED:20241015T222128Z
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SUMMARY:Protecting Your Practice with Long-Term Care Featuring One America & Nationwide
DESCRIPTION:About the EventWe’re excited to feature Paul Sargent\, CLU\, ChFC\, CLF\, Sales Vice-President at Principal Business Solutions\, in this upcoming event tailored specifically for financial advisors and their business owner and executive clients. Post-Election Reflection: Post-TCJA & Post-ConnellyEstate Planning: Exploring downstream consequences and buy-sell issuesCorporate Insurance Structures: NQDC\, Split Dollar\, Cross-Purchase\, Insurance LLCsWhat Principal Can Do for Your Business: Informal business evaluations\, Buy-Sell agreement reviews\, and moreTuesday\, November 12\, 2024 from 12:00pm-1:00pm Pinstripes\, 21851 Victory Blvd Ste 1250\, Woodland Hills\, CA 91303Lunch will be Served     \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/protecting-your-practice-with-long-term-care-featuring-one-america-nationwide/
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:20240918T110000
DTEND;TZID=America/Los_Angeles:20240918T120000
DTSTAMP:20260501T042103
CREATED:20240909T121031Z
LAST-MODIFIED:20241009T182105Z
UID:27113-1726657200-1726660800@cavalierassociates.com
SUMMARY:Top Underwriting Niches with our Chief Underwriter Ken Turscak\, FALU\,FLMI\, ACS
DESCRIPTION:About the EventWe’re excited to feature Paul Sargent\, CLU\, ChFC\, CLF\, Sales Vice-President at Principal Business Solutions\, in this upcoming event tailored specifically for financial advisors and their business owner and executive clients. Post-Election Reflection: Post-TCJA & Post-ConnellyEstate Planning: Exploring downstream consequences and buy-sell issuesCorporate Insurance Structures: NQDC\, Split Dollar\, Cross-Purchase\, Insurance LLCsWhat Principal Can Do for Your Business: Informal business evaluations\, Buy-Sell agreement reviews\, and moreTuesday\, November 12\, 2024 from 12:00pm-1:00pm Pinstripes\, 21851 Victory Blvd Ste 1250\, Woodland Hills\, CA 91303Lunch will be Served     \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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BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20240912T120000
DTEND;TZID=America/Los_Angeles:20240912T133000
DTSTAMP:20260501T042103
CREATED:20240820T200041Z
LAST-MODIFIED:20241009T182025Z
UID:26771-1726142400-1726147800@cavalierassociates.com
SUMMARY:Understanding the Impacts of the Tax Cuts & Jobs Act Sunset and the Connelly Decision
DESCRIPTION:About the EventWe’re excited to feature Paul Sargent\, CLU\, ChFC\, CLF\, Sales Vice-President at Principal Business Solutions\, in this upcoming event tailored specifically for financial advisors and their business owner and executive clients. Post-Election Reflection: Post-TCJA & Post-ConnellyEstate Planning: Exploring downstream consequences and buy-sell issuesCorporate Insurance Structures: NQDC\, Split Dollar\, Cross-Purchase\, Insurance LLCsWhat Principal Can Do for Your Business: Informal business evaluations\, Buy-Sell agreement reviews\, and moreTuesday\, November 12\, 2024 from 12:00pm-1:00pm Pinstripes\, 21851 Victory Blvd Ste 1250\, Woodland Hills\, CA 91303Lunch will be Served     \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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