Dear Clients, Friends, and Retirees,
You're invited!
We're back at Blue Fish in Avondale on Wednesday, April 24th @ 11am for a candid conversation on Modern Annuities, a look inside today's annuities and what they have to offer.
Want YOUR questions to be the topic of conversation? Submit your annuity-related questions to Marena when you RSVP, and we will answer and discuss them at our luncheon [anonymously, if you'd like]!
As always, we want your arrival to be a smooth as possible, so the parking is on us! VALET & gratuity are included with your invitation. Marshall and his team will be back in the Blue Fish parking lot to take care of you. Space is limited, so RSVP today!
If you have friends and family members that you’ve been considering inviting, bring them for an afternoon of delicious food, great people and interesting conversations at the courtyard banquet room.
If you’re already a client, you’ll walk away with an improved understanding of modern annuities and the consequential role they play in retirement income planning - most of you are probably invested in these already.
If you’re considering becoming a client, you’ll walk away with a better understanding of who we are and how we run our practice + an inside look at some of the primary investment vehicles we use in our planning.
When: Wednesday, April 24, 2024
Time: 11:00 AM to 1:00 PM
Where: Blue Fish @ Avondale
3551 St. Johns Ave, Jacksonville FL 32205
We encourage you to bring along friends or colleagues who may benefit from our retirement services. Your referrals are the highest compliment we can receive!
Looking forward to an enriching and enjoyable gathering!
Sincerely,
Eric Stratton, Sam Magdalein and Your Retirement Team
Stratton & Company
WE HAVE A PACKED HOUSE! TO BE ADDED TO THE WAIT LIST, EMAIL MARENA: marean@retirementteam.com
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