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
Craig Kirsner, MBA 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:
Forbes Top Financial Security Professionals 2021 is a ranking of financial professionals conducted by Forbes through the SHOOK evaluation process. To be considered by Forbes, Craig Kirsner was nominated by an insurance carrier he sells annuities through. Financial Security Professional (FSP) refers to professionals who are properly licensed to sell life insurance & annuities. FSP may also hold other credentials & licenses which would allow them to offer investments and securities products through those licenses. References to security refer only to the benefits of insurance products, not to investments. Insurance products are backed by the financial strength & claims paying ability of the issuing carrier. For more information on the FSP Ranking visit this link:https://www.forbes.com/sites/rjshook/2021/10/19/methodology-americas-top-ranked-financial-security-professionals-2021/?sh=55aab7e15fa9 and https://www.forbes.com/best-in-state-financial-security-professionals/?url#797f38e318a8.
Craig Kirsner has been seen on:
Any media logos &/or trademarks contained herein are the property of their respective owners & no endorsement by those owners of Craig Kirsner or Kirsner Wealth Management is stated or implied.
The appearances in Kiplinger and Forbes were obtained through a PR program. A PR firm was paid to assist with media placement
Janae
Jacobs
Client Operations Coordinator
Daliana Garcia
Administrative Assistant
Sean
Burke, M.S.
Vice President and Investment Adviser Representative
Craig
Kirsner, MBA
Author, Speaker, and Investment Adviser Representative
Chabelie
Marte
Operations Manager and Director of
Client Relations
Rachel
Cimmino
Director of Client Operations
Nelson
Arrieta
Marketing Officer
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
1https://www.investopedia.com/taxes/how-gop-tax-bill-affects-you. Jack Owen, Jr., Equire, 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
Find out how to receive a complimentary copy of Craig’s latest retirement planning book at the workshop:
