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DTSTART;TZID=America/Los_Angeles:20241112T120000
DTEND;TZID=America/Los_Angeles:20241112T130000
DTSTAMP:20260618T040016
CREATED:20241007T114526Z
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SUMMARY:Post-Election Financial Strategies and Business Planning Insights
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/post-election-financial-strategies-and-business-planning-insights/
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
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20241107T110000
DTEND;TZID=America/Los_Angeles:20241107T120000
DTSTAMP:20260618T040016
CREATED:20240927T201900Z
LAST-MODIFIED:20241107T192651Z
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SUMMARY:Post-Election Insights on Estate & Corporate Planning with Justin Smith
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/post-election-insights-on-estate-corporate-planning-with-justin-smith/
CATEGORIES:Cavalier Associates Virtual Events
ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20241022T120000
DTEND;TZID=America/Los_Angeles:20241022T130000
DTSTAMP:20260618T040016
CREATED:20240917T114507Z
LAST-MODIFIED:20241022T152751Z
UID:27285-1729598400-1729602000@cavalierassociates.com
SUMMARY:The Latest Trends in Estate & Corporate Planning with Justin Smith
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/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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BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20241015T120000
DTEND;TZID=America/Los_Angeles:20241015T133000
DTSTAMP:20260618T040016
CREATED:20240917T114541Z
LAST-MODIFIED:20241015T222128Z
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SUMMARY:Protecting Your Practice with Long-Term Care Featuring One America & Nationwide
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/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:20260618T040016
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 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
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20240912T120000
DTEND;TZID=America/Los_Angeles:20240912T133000
DTSTAMP:20260618T040016
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 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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