Financial Professional Releases Comprehensive Guide to Helping Protect Wealth and Leave A Legacy

New book details how to help feel in control of your retirement and leave a lasting legacy

BOCA RATON, Fla., Aug. 31, 2023 /PRNewswire/ — Craig Kirsner, MBA, president of Kirsner Wealth Management has released the 4th edition of his retirement planning book, “Help Preserve Your Retirement Assets and Leave a Legacy.” It contains valuable retirement, investment, tax planning and estate planning strategies for individuals with a net worth of $1 million to $10 Million or more.

“For me, helping preserve clients’ wealth is my top priority,” Kirsner said. “Our team creates plans that helps our clients to take less risk while building their wealth.”

The book also includes an introduction by Craig’s father, Stuart Kirsner, who founded the business in 1972.

One chapter in the book comes from Jack Owen Jr., an estate planning attorney and CPA. Entitled “Protecting the Assets You Leave Your Family,” it discusses ways to help protect your family wealth from things such as divorces, creditor claims, and lawsuits – as well as explains how to help keep your assets in your family bloodline.

For more information, contact Chabelie Marte at [email protected] or 1-800-807-5558.

About Kirsner Wealth Management:

Kirsner Wealth Management helps their clients with estate planning, wealth management, tax planning and insurance strategies in South Florida since 1972.

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. 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 1954411- 8/23

Media Contact: Chabelie Marte

Phone Number: 1-800-807-5558

Email: [email protected]

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SOURCE Kirsner Wealth Management


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