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Dear Clients, Friends, and Retirees,
You're invited for lunch! Wednesday, August 7 at 11:00am, we are hosting our Retirement Case Studies at the Chophouse Thirteen in Mandarin!
This week's event is a follow-up to our Untax and Unstress workshop. We will take a even deeper dive into taxes and demonstrate their impacts on your retirement income.
In our Retirement Case Studies series, we will take real-world client scenarios and work our way through the solutions to:
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Reduce your overall taxes throughout retirement
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Transition from reactive tax preparation to proactive tax planning
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Ensure your spouse isn't burdened with higher taxes should one of you pass
Are you married, filing jointly? Then, this talk is designed for you!
Are you single, widowed, filing head of household? Then, this talk is designed for you!
Are you curious about the impacts of different filing statuses on your taxes? Then, this talk is designed for you!
Space is limited, so RSVP today!
When: Wednesday, August 7, 2024
Time: 11:00 AM to 1:00 PM
Where: Chophouse Thirteen, Mandarin 11362 San Jose Blvd, Jacksonville, FL 32223
New to Stratton & Co.? This lunch, along with our other socials and double-date dinners throughout the month, is designed to provide a no-pressure environment where you can meet our team, connect with our clients, and get a better understanding of what we do. The topics rotate each week, so you can attend one or all!
We encourage you to bring along friends or colleagues who may be at or nearing retirement and would benefit from our information and guidance. Your referrals are the highest compliment we can receive, and we will take great care of those in our care.
Please RSVP below with your preferred date and the number of attendees. You can also reply to the original email or call Marena at our office at (904) 425-0943.
Looking forward to an enriching and enjoyable gathering!
Sincerely,
Eric Stratton, Sam Magdalein, and Your Retirement Team Stratton & Company
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