Lunch & Learn: A Practical Guide to Estate and Care Planning

You’re invited to a special in-person event hosted by Always Best Care, CRI, The Preferred Legacy Trust National 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
• Erin Rainwater – President and CEO – Always Best Care Senior Services

Securities offered through Level Four Financial, LLC Member FINRA/SIPC. Advisory services offered through Level Four Advisory Services, LLC, an SEC-registered investment advisor. Level Four Financial, LLC and Level Four Advisory Services, LLC are independent but related entities.