7.10.24 The Quarterly Retirement Insights @ ChophouseThirteen

Dear Clients, Friends, and Retirees,

You're invited for lunch! We're kicking off the new quarter with a new, fabulous venue – the Chophouse Thirteen in Mandarin!

It’s hard to believe we are already halfway through 2024! We have enjoyed the opportunity to come together to break bread, fellowship, and share knowledge with you and look forward to continuing to do so. This quarter, we will revisit some of our most popular topics: Untaxing YOUR Retirement, Women in Retirement, Social Security, and more!

On July 10, to kick off the quarter, you will have the chance to hear from Sam and Jake on:

• How current interest rates impact income planning
• New opportunities for increasing income
• The state of rates and the market and how it affects  your retirement plans

Space is limited, so RSVP today!

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, bring your friends and family, and expand your retirement know-how!

Already part of the Stratton Family? You can never know too much about your retirement! Grab a friend, colleague, or family member and treat them to an afternoon of fine dining and discussions about all things retirement!

When: Wednesday, July 10, 2024

Time: 11:00 AM to 1:00 PM

Where: Chophouse Thirteen, Mandarin 11362 San Jose Blvd, Jacksonville, FL 32223

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 click here to RSVP with your preferred date and the number of attendees. You can also reply to this 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