Stuart Estate Planning Wealth Advisors Summer 2018 Newsletter

Summer is here! We’re excited to share some new announcements, company updates, and invite you to learn more about how Stuart Planning can help you secure your financial future during retirement.

Stu won Best of Show at a juried art competition out of 500 paintings!


Geoffrey graduated from Harvard Law School!


Sam graduated from Kindergarten:


Craig’s article was published on Kiplinger,, Yahoo Finance & MSN Money: What is the Central Bankers\’ Bubble & Will It Burst? If you want to learn more about the market please click below and let me know what you think of it!



Craig’s New Book is Coming SoonRetire with Confidence: Preserve and Protect Your Wealth and Leave A Legacy

Learn keys to retiring with confidence and strategies to be in control of your money and financial future in retirement in my upcoming book soon to be available on Amazon.

Dinner Retirement & Estate Planning Workshops

Bring a friend and join us all summer long for our specialized dinner workshops at Abe & Louie\’s and Ruth\’s Chris Steakhouse. Learn how to protect your assets with advanced IRA and Retirement Planning Strategies for 2018.
Seats are limited, so register today by calling 1-800-807-5558.

Upcoming Workshop Dates from 4:30PM to 6PM with dinner to follow:

Ruth’s Chris Steakhouse Boca Raton: Monday, July 9 (FULL!) or Monday August 6

Abe & Louie’s Boca Raton: Monday, July 23 (FULL!) or Tuesday August 21


New Hires!


Chabelie Marte, Director Of First Impressions: 

We’re excited to welcome our new Director of First Impressions, Chabelie Marte! Chabelie graduated Magna Cum Laude from Florida Atlantic University where she majored in Early Care and Education. Born in Long Island, New York, she is an incredibly passionate individual with over seven years of experience in child development. Her charismatic, compassionate and loving personality paired with her love of meeting new people is the perfect recipe for creating a warm and welcoming environment at our office.



Daniel Cohen, Nephew, Summer Intern

We’re also excited to have our summer intern, Daniel Cohen, working with us. Daniel, who currently attends the University of Florida, is 6’8\” (yes he plays intramural basketball) and is the nicest kid in the world! Daniel will be working under the guidance of his uncle, Craig Kirsner, to learn the ins and outs of Financial Planning while providing great support to the team.


Disclaimer: Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM is not affiliated with Stuart Estate Planning. Investing involves risk, including the potential loss of principal. Any references to protection benefits, safety, security, and consistent income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Stuart Kirsner is not affiliated with Stuart Estate Planning Wealth Advisors.  537402

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