Learn strategies to be in control of your money and financial future in retirement:

  • Hear from guest speaker, Jack Owen, Jr., 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 (presented by Jack Owen Jr., Esquire, estate planning attorney and CPA). Kirsner Wealth Management does not offer legal services.
  • What are some strategies to help provide returns while working to reduce market risks?
  • The high costs of many mutual funds and variable annuities - what are you really paying?
  • Learn IRA tax-efficient strategies that could potentially save you in income taxes in the future.
  • 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 protect your retirement assets.
  • Alternatives for today's low-rate CDs and money market funds.

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

Our Seminar Calendar

Jun
12
Dinner Workshop
5:00 pm | Abe & Louie’s
Pre-Register Now
Jun
14
Dinner Workshop
5:00 pm | Ruth’s Chris Steak House
Pre-Register Now
Jun
27
Dinner Workshop
5:00 pm | Abe & Louie’s
Pre-Register Now
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