BEGIN:VCALENDAR VERSION:2.0 PRODID:-//Cavalier Associates - ECPv6.18.2//NONSGML v1.0//EN CALSCALE:GREGORIAN METHOD:PUBLISH X-WR-CALNAME:Cavalier Associates 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: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 EventThis luncheon will highlight innovative tax strategies and client conversation techniques for integrating long-term care solutions into financial and insurance planning\, with a focus on business and asset-based funding approaches. Advisors can expect practical insights into leveraging tax incentives\, repositioning client assets\, and mastering client communications for more successful LTC planning outcomes. Hosted by: David Kopaloff\, Marketing Consultant\, Cavalier AssociatesChris Chertboonmuang\, Regional Vice President\, NationwideJulie Udovch\, Regional Vice President CareMatters Sales\, NationwideYou’ll walk away with ideas you can put in front of clients immediately\, positioning yourself as the one who helps them take advantage of these changes while building your own book. Thursday\, October 23\, 2025 12:00pm Water Grill\, 3300 Bristol St \,Costa Mesa\, CA 92626 Lunch Provided \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 EventThis luncheon will highlight innovative tax strategies and client conversation techniques for integrating long-term care solutions into financial and insurance planning\, with a focus on business and asset-based funding approaches. Advisors can expect practical insights into leveraging tax incentives\, repositioning client assets\, and mastering client communications for more successful LTC planning outcomes. Hosted by: David Kopaloff\, Marketing Consultant\, Cavalier AssociatesChris Chertboonmuang\, Regional Vice President\, NationwideJulie Udovch\, Regional Vice President CareMatters Sales\, NationwideYou’ll walk away with ideas you can put in front of clients immediately\, positioning yourself as the one who helps them take advantage of these changes while building your own book. Thursday\, October 23\, 2025 12:00pm Water Grill\, 3300 Bristol St \,Costa Mesa\, CA 92626 Lunch Provided \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 EventThis luncheon will highlight innovative tax strategies and client conversation techniques for integrating long-term care solutions into financial and insurance planning\, with a focus on business and asset-based funding approaches. Advisors can expect practical insights into leveraging tax incentives\, repositioning client assets\, and mastering client communications for more successful LTC planning outcomes. Hosted by: David Kopaloff\, Marketing Consultant\, Cavalier AssociatesChris Chertboonmuang\, Regional Vice President\, NationwideJulie Udovch\, Regional Vice President CareMatters Sales\, NationwideYou’ll walk away with ideas you can put in front of clients immediately\, positioning yourself as the one who helps them take advantage of these changes while building your own book. Thursday\, October 23\, 2025 12:00pm Water Grill\, 3300 Bristol St \,Costa Mesa\, CA 92626 Lunch Provided \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 EventThis luncheon will highlight innovative tax strategies and client conversation techniques for integrating long-term care solutions into financial and insurance planning\, with a focus on business and asset-based funding approaches. Advisors can expect practical insights into leveraging tax incentives\, repositioning client assets\, and mastering client communications for more successful LTC planning outcomes. Hosted by: David Kopaloff\, Marketing Consultant\, Cavalier AssociatesChris Chertboonmuang\, Regional Vice President\, NationwideJulie Udovch\, Regional Vice President CareMatters Sales\, NationwideYou’ll walk away with ideas you can put in front of clients immediately\, positioning yourself as the one who helps them take advantage of these changes while building your own book. Thursday\, October 23\, 2025 12:00pm Water Grill\, 3300 Bristol St \,Costa Mesa\, CA 92626 Lunch Provided \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 EventThis luncheon will highlight innovative tax strategies and client conversation techniques for integrating long-term care solutions into financial and insurance planning\, with a focus on business and asset-based funding approaches. Advisors can expect practical insights into leveraging tax incentives\, repositioning client assets\, and mastering client communications for more successful LTC planning outcomes. Hosted by: David Kopaloff\, Marketing Consultant\, Cavalier AssociatesChris Chertboonmuang\, Regional Vice President\, NationwideJulie Udovch\, Regional Vice President CareMatters Sales\, NationwideYou’ll walk away with ideas you can put in front of clients immediately\, positioning yourself as the one who helps them take advantage of these changes while building your own book. Thursday\, October 23\, 2025 12:00pm Water Grill\, 3300 Bristol St \,Costa Mesa\, CA 92626 Lunch Provided \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 EventThis luncheon will highlight innovative tax strategies and client conversation techniques for integrating long-term care solutions into financial and insurance planning\, with a focus on business and asset-based funding approaches. Advisors can expect practical insights into leveraging tax incentives\, repositioning client assets\, and mastering client communications for more successful LTC planning outcomes. Hosted by: David Kopaloff\, Marketing Consultant\, Cavalier AssociatesChris Chertboonmuang\, Regional Vice President\, NationwideJulie Udovch\, Regional Vice President CareMatters Sales\, NationwideYou’ll walk away with ideas you can put in front of clients immediately\, positioning yourself as the one who helps them take advantage of these changes while building your own book. Thursday\, October 23\, 2025 12:00pm Water Grill\, 3300 Bristol St \,Costa Mesa\, CA 92626 Lunch Provided \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 EventThis luncheon will highlight innovative tax strategies and client conversation techniques for integrating long-term care solutions into financial and insurance planning\, with a focus on business and asset-based funding approaches. Advisors can expect practical insights into leveraging tax incentives\, repositioning client assets\, and mastering client communications for more successful LTC planning outcomes. Hosted by: David Kopaloff\, Marketing Consultant\, Cavalier AssociatesChris Chertboonmuang\, Regional Vice President\, NationwideJulie Udovch\, Regional Vice President CareMatters Sales\, NationwideYou’ll walk away with ideas you can put in front of clients immediately\, positioning yourself as the one who helps them take advantage of these changes while building your own book. Thursday\, October 23\, 2025 12:00pm Water Grill\, 3300 Bristol St \,Costa Mesa\, CA 92626 Lunch Provided \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