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

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

Enjoy a complimentary lunch while gaining practical strategies for long-term planning.

By Carr, Riggs & Ingram

Date and time

Location

CRI Shreveport

1000 East Preston Avenue Shreveport, Louisiana 71105

Lineup

About this event

  • Event lasts 1 hour 30 minutes

You’re invited to a special in-person event hosted by Always Best Care, CRI, The Preferred Legacy National Trust Bank, 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!

Organized by

Carr, Riggs & Ingram (CRI) is a top 25* nationally-ranked accounting and advisory firm driven by relationships to cultivate growth. From traditional accounting services to leading-edge business support, technology resources, and assurance* offerings, CRI’s breadth and depth of expertise takes you from compliance to competitive advantage.

†This is not a CPA firm.

*Assurance, attest, and audit services provided by Carr, Riggs & Ingram, L.L.C."Carr, Riggs & Ingram" and "CRI" are the brand names under which Carr, Riggs & Ingram, L.L.C.* ("CRI CPA*"), CRI Advisors, LLC† ("CRI Advisors†" or "Advisors†"), and Capin Crouse, LLC* ("Capin Crouse CPA*"), and CRI Capin Crouse Advisors, LLC† ("Capin Crouse Advisors†") provide professional services. CRI CPA*, Capin Crouse CPA*, CRI Advisors†, Capin Crouse Advisors†, Carr, Riggs & Ingram Capital, LLC and their respective subsidiaries operate as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards. CRI CPA* and Capin Crouse CPA* are licensed independent certified public accounting ("CPA") firms that separately provide attest services, as well as additional ancillary services, to their clients. CRI CPA* and Capin Crouse CPA* are independently-owned CPA firms that provide attestation services separate from one another. CRI Advisors† and Capin Crouse Advisors† provide tax and business consulting services to its clients. CRI Advisors† and its subsidiaries, including Capin Crouse Advisors†, are not licensed CPA firms and will not provide any attest services. The entities falling under the Carr, Riggs & Ingram or CRI brand are independently owned and are not responsible or liable for the services and/or products provided, or engaged to be provided, by any other entity under the Carr, Riggs & Ingram or CRI brand. Our use of the terms "CRI," "we," "our," "us," and terms of similar import, denote the alternative practice structure conducted by CRI CPA*, Capin Crouse CPA*, Capin Crouse Advisors†, and CRI Advisors†, as appropriate.
FreeJul 29 · 11:30 AM CDT