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SUMMARY:Lunch & Learn: A Practical Guide to Elder Care Planning
DESCRIPTION:You’re invited to a special in-person educational event presented by Always Best Care\, Carr\, Riggs & Ingram (CRI)\, The Preferred Legacy National Trust Bank\, and Level Four Financial. \nWhether you’re planning for your own future or supporting a loved one through theirs\, this session will empower you with practical insights and actionable options to make confident\, informed decisions. \nAttendees will leave with a better understanding of: \n\nNavigating elder care options\nUnderstanding long-term care insurance\nThe essentials of wills and trusts\n\nJoin us for a complimentary lunch and connect with trusted local advisors in elder care\, long-term care insurance\, and estate planning. Plus\, you’ll have the chance to win exciting door prizes!
URL:https://www.criadv.com/event/lunch-learn-a-practical-guide-to-elder-care-planning/
LOCATION:CRI Shreveport\, 1000 E Preston\, Shreveport\, LA\, 71105\, United States
ATTACH;FMTTYPE=image/png:https://www.criadv.com/wp-content/uploads/2025/10/a-practical-guide-to-elder-care-planning-events-calendar-image.png
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UID:10000099-1753788600-1753794000@www.criadv.com
SUMMARY:Lunch & Learn: A Practical Guide to Estate and Care Planning
DESCRIPTION: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. \nAttendees will leave with a better understanding of:\n\nHow long-term care and estate planning intersect and why both are crucial\nTax benefits that come from early and proactive financial planning\nIn-home care and aging in-place options that prioritize independence and comfort\n\nJoin 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! \nSeating is limited! \nSpeakers:\n\nJed Rimmer – Partner\, CRI Advisors\, LLC – Carr\, Riggs & Ingram\nLily Phou – Vice President\, Senior Wealth Strategist – The Preferred Legacy National Trust Bank\nAmanda Mitchum – Business Unit Leader\, Insurance Specialist – Level Four Financial\nErin Rainwater – President and CEO – Always Best Care Senior Services\n\nSecurities 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.
URL:https://www.criadv.com/event/lunch-learn-a-practical-guide-to-estate-and-care-planning/
LOCATION:CRI Shreveport\, 1000 E Preston\, Shreveport\, LA\, 71105\, United States
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