Event Calendar

Events Calendar

To access recordings of previously broadcasted events, visit our library here

Schedule a 1-on-1 call with any of the subject matter experts featured in a Cavalier Associates or America’s Top Planner™ Event
By phone (800)350-2019, Email Events@TheCavalierStrategy.net, or request a call by clicking here.

March 11, 2021
  • A Cavalier Strategy Event: The Solution for Efficient Ways to Transfer Wealth
    Starts: March 11, 2021 - 11:00 am
    Ends: March 11, 2021 - 12:00 pm


    Register now by clicking HERE!

    2021 offers competing challenges for your wealthier clients: a possible new tax regime, higher taxes, continuation of a pandemic, and equity and asset valuations at all-time highs…..but there is a solution to any planning chasm that may arise on the journey to battle against these obstacles to prosperity. That solution is found in efficient ways to transfer wealth.

    John Reed who helps lead the team at Balanced Strategies, will be presenting on the harsh possible realities of a possible new tax regime, higher taxes, continuation of a pandemic and equity and asset valuations at all-time highs. John will be focusing on solutions provided by the low-interest rate environment to help your wealthier clients mitigate and be resolute in efficiently transferring wealth from one generation to another. John will be highlighting a specific success that he and his team had using a stylized approach to premium financing, which helped to solve problems both known and unknown to the client and their advisor.