Page 9 - Boca ViewPointe - February '25

February 2025 Viewpointe, Page 9
Help Preserve Your Wealth

and Leave A Legacy

at Ruth’s Chris or Abe & Louie’s Steakhouse

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 &ŝŶĚ ŽƵƚ ŚŽǁ ƚŽ ƌĞĐĞŝǀĞ
designed to help protect the assets you leave to your Children and Grandchildren protected from potential future Ă ĐŽŵƉůŝŵĞŶƚĂƌLJ ĐŽƉLJ
ƚŚ
divorces, lawsuits and creditor claims, and help ensure your assets stay in your family bloodline ŽĨ ƚŚĞ ϰ ĞĚŝƚŝŽŶ ŽĨ
• Taxes are potentially going up in 2026, are you concerned? If so, what strategies could you look into now? Craig’s retirement
1
ƉůĂŶŶŝŶŐ ďŽŽŬ͗
• Learn strategies to help protect your retirement assets from the next Recession – what could you do NOW?

• 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
dK Z ^ Zs
& dhZ ^W < Z^͗ zKhZ ^ d^

K Z dKE
Žƌ
RUTH’S CHRIS

^d < ,Kh^

:ĂĐŬ KǁĞŶ͕ :ƌ͘ ƌĂŝŐ <ŝƌƐŶĞƌ͕ D ^ĞĂŶ ƵƌŬĞ͕ D͘^͘ &KZd > h Z >
ƐƋƵŝƌĞ͕ ƚƚŽƌŶĞLJ WƌĞƐŝĚĞŶƚ Θ /ŶǀĞƐƚŵĞŶƚ sŝĐĞͲWƌĞƐŝĚĞŶƚ Θ tŽƌŬƐŚŽƉƐ ĂƌĞ ĨƌŽŵ
Θ W ĚǀŝƐĞƌ ZĞƉƌĞƐĞŶƚĂƚŝǀĞ /ŶǀĞƐƚŵĞŶƚ ĚǀŝƐĞƌ ϱWD ƚŽ ϲWD ǁŝƚŚ
ƐƚĂƚĞ ^ƉĞĂŬĞƌ͕ ƵƚŚŽƌ͕ ZĞƉƌĞƐĞŶƚĂƚŝǀĞ ĚŝŶŶĞƌ ƚŽ ĨŽůůŽǁ
WůĂŶŶŝŶŐ /ŶǀĞƐƚŵĞŶƚ ^ĞĂŶ ŚĂƐ ŚŝƐ
ƚƚŽƌŶĞLJ ĚǀŝƐĞƌ DĂƐƚĞƌƐ ŝŶ dŚŝƐ ĞǀĞŶƚ ŝƐ ďĞƐƚ ƐƵŝƚĞĚ ĨŽƌ ƚŚŽƐĞ ŽǀĞƌ ĂŐĞ ϲϬ
ĂŶĚ Ă W ZĞƉƌĞƐĞŶƚĂƚŝǀĞ /ŶǀĞƐƚŵĞŶƚ ǁŝƚŚ ΨϱϬϬ͕ϬϬϬ Žƌ ŵŽƌĞ ŝŶ ƌĞƚŝƌĞŵĞŶƚ ƐĂǀŝŶŐƐ
ƐŝŶĐĞ ϭϵϴϱ ĂŶĚ Ă ůŝĐĞŶƐĞĚ DĂŶĂŐĞŵĞŶƚ͘
/ŶƐƵƌĂŶĐĞ >ŝĐĞŶƐĞĚ >> ϭͲϴϬϬͲϴϬϳͲϱϱϱϴ &KZ hW KD/E'

:ĂĐŬ KǁĞŶ͕ :ƌ͘ ƐƋ͕ WƌŽĨĞƐƐŝŽŶĂů ƌĞƚŝƌĞŵĞŶƚ ƉůĂŶŶĞƌ d ^ E dK Z ^ Zs zKhZ ^ d^ EKt͊
ŝƐ ŶŽƚ ĂĨĨŝůŝĂƚĞĚ ǁŝƚŚ ƐŝŶĐĞ ϭϵϵϰ ƐŝŶĐĞ ϮϬϭϱ
<ŝƌƐŶĞƌ tĞĂůƚŚ This event is not sponsored nor endorsed by Ruth’s Chris Steak House. The views, information, or opinions expressed during these events
DĂŶĂŐĞŵĞŶƚ Žƌ tD are solely those of the presenter(s) and do not necessarily represent those of Ruth’s Chris Steak House and its employees.
Founded in 1972

CALL 1-800-807-5558

FOR DATES AND 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. 2828267-1/25