Bite-Sized Learning : Conversations That Matter

Start the Conversations That Matter Before the Holidays

Heading home to see aging parents or adult children this December?

Join us on Friday, December 12 at 1PM for a free one-hour presentation & discussion that gives you the tools and confidence to start the conversations that matter - about caregiving, estate planning, financial protection, and end-of-life wishes.

There will be food and drinks served.

Our expert panel includes:

▪️ Jim Trimble, Estate Planning Attorney – Trimble Law Office

▪️ Mark LaDrew, CFP®, Wealth Planner – Waddell & Reed

▪️ Delaney Gillen, Risk Management Advisor – C1 Insurance Group

▪️ Doris Lafavers, Life Insurance Specialist – Lafavers Insurance

This is not a sales pitch. It’s a real-world conversation designed to help you go into the holidays informed, empowered, and prepared.

Caddo Offices Reimagined

8376 Davis Blvd

Friday, Dec 12 at 1PM