Lunch and Learn: A Practical Guide to Estate and Care Planning
ABOUT THE SEMINAR:
You’re invited to a special in-person event hosted by Always Best Care, CRI, The Preferred Legacy National Trust Bank, and Level Four Financial. Whether making plans for your future or supporting a loved one through theirs, this session will empower you with practical knowledge and options to make informed decisions.
ATTENDEES WILL LEAVE WITH A BETTER UNDERSTANDING OF:
• How long-term care and estate planning intersect and why both are crucial
• Tax benefits that come from early and proactive financial planning
• In-home care and aging in-place options that prioritize independence and comfort
Join us for a complimentary lunch, where you can connect with local experts in elder care, financial planning, and estate strategy. Plus, you’ll have the chance to win exciting door prizes!
Seating is limited!
SPEAKERS:
Jed Rimmer - Partner, CRI Advisors, LLC - Carr, Riggs & Ingram
Lily Phou - Vice President, Senior Wealth Strategist - The Preferred Legacy National Trust Bank
Amanda Mitchum - Business Unit Leader, Insurance Specialist - Level Four Financial
Keith H. Carter - President and CEO - Always Best Care Senior Services Shreveport/Bossier
Images

Additional Info
Media Contact : Angel Scott
Related Links : https://www.eventbrite.com/e/1417445460529?aff=oddtdtcreator