Help Preserve Your Wealth and Leave A Legacy Learn Strategies to feel in Control of your Money and Financial Future In Retirement
- 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 from potential future divorces, lawsuits and creditor claims, and help ensure your assets stay in your family bloodline
- Discover IRA tax strategies that could potentially help save you income taxes
- 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?
- Strategies designed to help preserve your retirement assets
- Alternatives for today’s low-rate CDs and money market funds to help combat inflation
Our retired clients typically want to learn strategies to help preserve their wealth, minimize risk, reduce taxes and leave a legacy to their family after they've gone.
This is an informational dinner to help avoid some common mistakes when planning your retirement.
Featured Speakers:
Jack Owen, Jr. Esquire, Attorney & CPA
Estate Planning Attorney and
a CPA since 1985
Jack Owen, Jr. Esq, is not affiliated with
Kirsner Wealth Management or AEWM
Craig Kirsner, MBA President & Investment
Adviser Representative
Speaker, Author, Investment Adviser Representative and a licensed Insurance Professional since 1994
Find out how to receive a complimentary Copy of Craig's latest retirement planning book at the workshop:
Attend a Dinner Workshop:
Ruth's Chris Steak House
Abe & Louie's
Are you over age 60 with $1 million to $10 million or more in net worth?
If so, attend one of our upcoming Dynasty Estate Planning and Retirement Planning dinner workshops to learn Ways to Help Preserve Your Retirement Assets and Leave A Legacy
Call us at 1-800-807-5558 to register for a workshop now!
This event is not sponsored nor endorsed by Ruth’s Chris Steak House.
The views, information, or opinions expressed during these events are solely those of the presenter(s) and do not necessarily represent those of Ruth’s Chris Steak House and its employees.
The Kirsner Wealth Management Team
Helping Preserve Your Wealth and Leave a Legacy
Strategies to feel In Control of Your Money
and Financial Future in Retirement since 1972
1-800-807-5558 www.KirsnerWeaIth.com
5350 W. Hillsboro Blvd., Suite 103
Coconut Creek, FL 33073
1. https://www.investopedia.com/taxes/how-gop-tax-bill-affects-you/. Investment advisory products & services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. Insurance products are offered through the insurance business Stuart Estate Planning. Kirsner Wealth Management is an Investment Advisory practice that offers products & services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by Stuart Estate Planning are not subject to Investment Advisor requirements. Investing involves risk, including the potential loss of principal. Neither the firm nor its agents or representatives may give tax or legal advice. Kirsner Wealth Management has a strategic partnership with tax professionals & attorneys who can provide tax &/or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. This event is not sponsored nor endorsed by Ruth’s Chris Steak House. The views, information, or opinions expressed during these events are solely those of the presenter(s) and do not necessarily represent those of Ruth’s Chris Steak House and its employees. Jack Owen, Jr., Esq., 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.