Level Four Business Solutions

?? Ready to Unlock the Full Potential of Your Business Exit? ?? Join us for an exclusive Exit Planning workshop designed for business owners looking to exit their businesses on their own terms. Don’t miss this opportunity to gain valuable insights from industry experts Luke Britt, CLU? RICP? CEPA? of Level Four Business Solutions, Adam Marshall of Lorium PLLC (Lorium Law), and Suzanne Durbin, ChFC, CExP of Level Four Business Solutions at the Carr, Riggs & Ingram Atlanta office. Register Here: https://lnkd.in/gb_hms8h ?? Date: Tuesday, June 25th 7:30-9:00 AM ?? Location: Carr, Riggs & Ingram, 4004 Summit Blvd., Suite 800, Atlanta, GA 30319 #ExitPlanning #BusinessStrategy #WealthManagement #BusinessOwners #LevelFourBusinessSolutions

Do you know about the sunset of the favorable estate, gift, and income tax laws? Join us for an exclusive Estate Planning workshop for families concerned about the law changes and are looking to discuss solutions for these challenges. Don’t miss this opportunity to gain valuable insights from industry experts Scott Pohar, Carr, Riggs & Ingram Partner, Luke Britt, CLU? RICP? CEPA? of Level Four Business Solutions & Level Four Advanced Planning. We look forward to seeing you at the Carr, Riggs & Ingram Atlanta office. Register Now: https://lnkd.in/gYDJHHM7 ?? Date: Tuesday, June 25th, 3:30-5:30 PM ?? Location: Carr, Riggs, Ingram, 4004 Summit Blvd., Suite 800, Atlanta, GA 30319 #EstatePlanning #WealthManagement #Families #LevelFourBusinessSolutions

As we bid farewell to 2023, let's embrace the promise of a new beginning. ?? May the coming year bring you joy, success, and countless opportunities. Thank you for being part of our journey. Here's to new adventures and fresh possibilities! Happy New Year! ???? #CheersTo2024 #NewYearNewBeginnings

Please join us in Welcoming Bob Kalaman! Bob is our newest Capital Management Specialist in Atlanta! We're thrilled to have Bob on board! If you are in the Atlanta area and have financial service questions or needs please reach out to Bob: Phone: 7702556096 | Email: [email protected] #LevelFourFinancial #NewTeamMember #CapitalManagement

?? Knowledge is Wealth!!! ?? We had the incredible opportunity last month to partner with Reading Partners North Texas & Churchill Tower to provide 567 books to increase literacy in underserved areas! A special shout-out to each and every one of you who contributed, whether it was through book donations, spreading the word, or lending a helping hand in organizing. Your generosity and enthusiasm have truly made a difference! Learn more about Reading Partners: https://lnkd.in/err2YfXn Learn more about Churchill Tower: https://lnkd.in/dKfkeNf Learn more about Level Four Financial by visiting: LevelFourGroup.com ???? #CommunityImpact #BookDriveSuccess #Teamworkpossibilities! Happy New Year! ???? #CheersTo2024 #NewYearNewBeginnings

Please join us in Welcoming Russell Franques! Russel is our newest Capital Management Specialist in Corpus Christi! We're thrilled to Russell on board! If you are in the Corpus Christi area and have financial service questions or needs please reach out to Russell: Phone: 361.880.5813 | Email: [email protected] #LevelFourFinancial #NewTeamMember #CapitalManagement

Please join us in Welcoming Ken Herring! Ken is our newest Business Unit Leader and Financial Planning Specialist in Corpus Christi! We're thrilled to have Ken on board! If you are in the Corpus Christi area and have financial service questions or needs please reach out to Ken: Phone: 361.880.5814 | Email: [email protected] #LevelFourFinancial #NewTeamMember #BusinessLeader #FinancialPlanning

FOFA 2023 was AWESOME! Check out our Day 2 recap below! It included some great breakout sessions and ended with our vendor fair! We closed Day 3 with Compliance, Financial Planning updates, and an Executive round table! Thanks to our hotel and event staff, sponsors, guest speakers, the AV team, everyone who helped, and our fantastic Ops and Leadership teams for making this year's FOFA great! #FOFA2023 #DFW #Marriott #Plano #FinancialPlanning #FinancialServices #Compliance #BusinessSolutions #futureoffinancialadvice #JakeTomes

Day 1 of FOFA 2023 is in the books! What a great day to see old friends, meet new ones, and understand how Level Four is growing and changing the future of financial advice. Big shout out to Chris Jeppesen, our keynote speaker for a great message with practical takeaways! #FOFA2023 #JakeTomes #ChrisJeppensen #FirstTrust #futureoffinancialadvice