Page 23 - Boca ViewPointe - September '24

September 2024 Viewpointe, Page 23

Help Preserve Your Wealth

and Leave A Legacy

Learn Strategies to help you 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 protected from potential future &ŝŶĚ ŽƵƚ ŚŽǁ ƚŽ ƌĞĐĞŝǀĞ

divorces, lawsuits and creditor claims, and help ensure your assets stay in your family bloodline Ă ĐŽŵƉůŝŵĞŶƚĂƌLJ ĐŽƉLJ
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• Taxes are potentially going up in 2026, are you concerned? If so, what strategies could you look into now?
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• Learn strategies to help protect your retirement assets from the next Recession – what could you do NOW? ƉůĂŶŶŝŶŐ ďŽŽŬ͗
• 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?

• NOW is the best time to get a second opinion on your retirement plan with the markets near all-time highs

• How could you adapt to today’s volatile economy, tax laws and evolving investment world?

• Learn IRA tax strategies that could potentially save you income taxes

• Alternatives for today’s low-rate CDs and money market funds to help combat inflation

• Do you now own an annuity? Now is a great time to get a second opinion on that annuity with interest rates higher

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’re gone. This is an informational dinner workshop to help avoid the most >>

common mistakes when planning your retirement. To learn more, attend one of our upcoming dinner workshops ϭͲϴϬϬͲϴϬϳͲϱϱϱϴ
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ŝƐ ŶŽƚ ĂĨĨŝůŝĂƚĞĚ ǁŝƚŚ ƉůĂŶŶĞƌ
<ŝƌƐŶĞƌ tĞĂůƚŚ ƐŝŶĐĞ ϭϵϵϰ ƐŝŶĐĞ ϮϬϭϱ >> ϭͲϴϬϬͲϴϬϳͲϱϱϱϴ EKt͊
DĂŶĂŐĞŵĞŶƚ Žƌ tD
Founded in 1972

CALL 1-800-807-5558

TO RESERVE

YOUR SEATS

1. https://www.investopedia.com/taxes/how-gop-tax-bill-affects-you. Kirsner Wealth Management (KWM) is an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. Investing involves
risk, including the potential loss of principal. Asset allocation and diversification may not protect against market risk, loss of principal or validity of returns. AEWM does not offer insurance products. Insurance products are offered through the insurance business Stuart Estate
Planning. The insurance products offered by Stuart Estate Planning are not subject to Investment Advisor requirements. 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 & claims-paying ability of the issuing insurance company. Neither the firm nor its agents or representatives may give tax or legal advice. Kirsner Wealth Management has a strategic
partnership with tax professionals and attorneys who can provide tax and/or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. 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. 2580317-8/24