Free Seminar

This exclusive retirement planning seminar tailored for High Net Worth individuals and families, will delve into the critical—but often overlooked—aspects of retirement, estate, and elder law planning. Too often, affluent retirees face unexpected financial and emotional stress in the later stages of retirement, not due to lack of resources, but due to fragmented advice, conflicting strategies, and a narrow focus on investment returns. Professionals may be well-meaning, yet operate in silos, leaving dangerous gaps in long-term care planning, estate execution, and family preparedness. The result? Uncoordinated plans that fail when it matters most—forcing clients into institutional care they never wanted, while family members struggle to make decisions without clarity or direction. This seminar will highlight these systemic planning failures and show how to bridge these gaps through a comprehensive, coordinated approach. Discover how Portfolio Connect, offered by Better Financial Services, can align your legal, financial, and care strategies to preserve your wishes, protect your legacy, and ensure better outcomes for you and your loved ones.