Help Preserve Your Retirement Assets and Leave a Legacy Our retired millionaire clients want to help preserve their wealth, reduce taxes and leave a legacy to their family after they’re gone. You’ve worked hard to build what you have, and now that you’re retired you want retirement strategies that allow you to feel in control of your money and financial future in retirement. FOUNDED IN 1972

Kirsner Wealth Management has a strategic partnership with tax professionals and attorneys who can provide tax and/or legal advice. Neither Kirsner Wealth Management or its representatives may give legal or tax advice. You are encouraged to consult your tax advisor or attorney.

Jack Owen, Jr. Esquire, is not affiliated with Kirsner Wealth Management or AEWM.

Learn Strategies to feel in Control of your Money and Financial Future In Retirement at one of our upcoming dinner workshops at Ruth’s Chris Steakhouse or Abe & Louie’s steakhouse: Hear from guest speaker Jack Owen, Jr. Esquire, Estate Planning Attorney & CPA about ways to create an Estate Plan designed to help protect the assets you leave to your Children and grandchildren protected from potential future divorces, lawsuits and creditor claims, and help ensure your assets stay in your family bloodline Taxes are potentially going up in 2026, are you concerned?1 If so, what strategies should you look into now? Learn strategies to help protect your retirement assets from the next Recession – what should you do NOW to prepare? The high costs of many mutual funds and variable annuities – what are you really paying in fees each year? Now that your children cannot do a Stretch IRA, how might that affect your current planning? How much risk do you want in your Retirement Portfolio? How much risk do you actually have? NOW is the best time to get a second opinion on your retirement plan How can you adapt to today’s volatile economy, tax laws and evolving investment world? Are you truly diversified, or do you just think you are? Learn IRA tax strategies that could potentially help save you income taxes Strategies designed to help preserve your retirement assets Alternatives for today’s low-rate CDs and money market funds to help combat inflation
Find out how to receive a complimentary copy of Craig’s latest retirement planning book at the workshop: Mockup of Craig Kirnser's book: Retire Strong: Preserve and Help Protect Your Wealth and Leave A Legacy
steak-event-photo
Kirsner Wealth Management’s Latest Videos:
Are you getting concerned about Stock Market Volatility and a Potential Recession?
Graph of the Last 20 Years of S&P 500 History
Please note, it is not possible to invest directly into the S&P 500® Index; this measure is provided solely as a gauge of overall market performance. Standard & Poor’s: “Standard & Poor’s®,” “S&P®,” and “S&P 500®” are registered trademarks of Standard & Poor’s Financial Services LLC (“S&P”). The historical performance of the S&P 500 is not intended as an indication of its future performance and is not guaranteed. This chart is not intended to provide investment, tax or legal advice. Be sure to consult a qualified professional about your individual situation. This chart does not take into account investment fees, so actual results may be different than depicted above. The down percentages shown above are from the top of the market to the bottom of the market in each down move without dividends. The up percentage is from March 9, 2009 through December 31, 2021 without dividends. Source: https://www.barchart.com/stocks/quotes/$SPX/interactive-chart.
Learn Strategies to feel in Control of your Money and Financial Future In Retirement We've seen this movie before: Sky-high real estate prices, sky-high stock market prices and we have our own ideas on how this movie is going to end, we just don't know when. Some retirees may be concerned about going through another 2008 type of crash again and might be looking for strategies designed to help minimize their risk, help preserve their wealth and leave a legacy to their family. We may help you come up with a strategy that is designed to help: Address the level of risk in your retirement plan and may help to lower that risk while using financial tools to generate retirement income. Provide diversification with potentially lower fees
The Kirsner Wealth Management Team Craig Kirsner, MBA: President, Investment Adviser Representative. Craig is an Author, Speaker and Retirement Planning Professional who you may have seen on Kiplinger, Forbes, and more. Craig is Forbes Magazine #179 Top Financial Security Professional in the Entire United States for 2021 and #26 Forbes Top Financial Security Professional in the Entire State of Florida for 2022. Craig has been licensed in the insurance business since 1994 Sean Burke, M.S.: Vice-President, Investment Adviser Representative. Sean is a former Fidelity Financial Adviser with a Master's Degree in Financial Valuation & Investment Management whom you may have seen on Kiplinger and more. Sean has passed his Series 6, 63 & 7 Securities exams. He's a scratch golfer from Boston, MA Chabelie Gleichman: Operations Manager and Director of Client Relations. Chabelie is a real leader of our team who completely runs the day-to-day business operations including our dinner workshops. She graduated Magna Cum Laude from Florida Atlantic University and has been with us since 2017. Chabelie is from New York Brianna Shepard: Director of Client Operations. Brianna makes sure that all aspects of our client's needs are handled. She attended Florida Atlantic University and received her degree in both Sociology and Psychology. She enjoys spending time with friends and family fishing in the Florida Keys Janae Jacobs: Client Operations Manager. Janae spent 4 years as the manager and public relations director for a chiropractic firm with five offices and 5 years running preschools. She takes great care of serving our client's needs. Janae is from Tampa, Florida Nelson Arrieta: Chief Marketing Officer. Nelson's family lost everything in the crash of 2008 and was forced to live in a 2-bedroom apartment which led to his passion of helping others. Before joining our team, Nelson served as an operations manager supervising a team of 65. He graduated from Florida Atlantic University in Boca Raton Alexis Lazo: New Business Administrator. Alexis is our New Business Administrator who makes sure that all our client's applications are done accurately and properly. Alexis graduated from Mary Baldwin University in Virginia. She was inducted into the Miami High Hall of Fame for her outstanding achievements Daliana Garcia: Administrative Assistant. Daliana has a Psychology degree from Rafael Urdaneta University in Venezuela and a Master's Degree in Educational Psychology. She is vital to preparing for our dinner workshops and helping us stay connected with our clients. Daliana is married and has one adorable son.
Fun Quarterly Client Events for Kirsner Wealth Management Clients
Screen Shot 2023-01-30 at 9.19.56 AM
Screen Shot 2023-01-30 at 9.20.23 AM
Screen Shot 2023-01-30 at 9.44.00 AM
Screen Shot 2023-01-30 at 9.44.13 AM
Screen Shot 2023-01-30 at 9.44.31 AM
Call 1-800-807-5558 to attend a dinner workshop at Ruth's Chris or Abe & Louie's Steakhouse in Boca Raton or Fort Lauderdale, Florida
Our retired millionaire clients want to help preserve their wealth, reduce taxes and leave a legacy to their family after they’re gone. You’ve worked hard to build what you have, and now that you’re retired you want retirement strategies that allow you to feel in control of your money and financial future in retirement.
Founded in 1972 Contact us at assist@kirsnerwealth.com or call us at 1-800-807-5558 to come to an upcoming dinner workshop at Abe & Louie’s or Ruth’s Chris Steakhouse or to schedule a time to discuss your financial situation. 1. https://www.investopedia.com/taxes/how-gop-tax-bill-affects-you. Jack Owen, Jr., Esquire, CPA is not affiliated with Kirsner Wealth Management or AEWM. Jack Owen, Jr. Esq. office location: 4500 PGA Blvd., Suite 200, Palm Beach Gardens, FL 33418. Jack Owen, Jr. Esq. office location: 4500 PGA Blvd., Suite 200, Palm Beach Gardens, FL 33418 Help Preserve Your Retirement Assets and Leave A Legacy
Scroll to Top