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

You’re invited to a special in-person event hosted by Always Best Care, CRI, Preferred Legacy Trust, and Level Four Group. 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! Please complete the short interest form below to request an invitation. Invitations will be extended based on availability and alignment with the program.