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Events

3.1.24 Peak Interest Rates? How to Maximize the Benefits of This Unique Moment for YOUR Assets and Income

We are in a very unique time. Rates are possibly at their peak, the market is facing uncertainty and possibly volatility, and inflation is tightening retiree budgets.

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2.28.24 Client Luncheon: Untax Your Retirement @ Refinery Jax Beach

Join us for a new topic, designed to help you Untax Your Retirement. We've reserved the beautiful, oceanfront restaurant

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Update! Q1 Client Luncheon & Retirement Essentials at Refinery Jax Beach

Join us for our 2024 Retirement Essentials Checklist Luncheon at the beautiful, oceanfront restaurant, The Refinery at Jacksonville Beach.

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Client Social Event - Join us for Coffee and Cookies at the Jax Symphony

Join us on Friday, Jan. 19th, for a delightful morning of classical music and socializing at our Coffee & Classics event, exclusively for Stratton & Company clients and their friends.

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2024 Q1 Client Luncheon & Economic Update at Refinery Jax Beach

Join us for a special luncheon and economic update at the brand new restaurant, The Refinery at Jacksonville Beach. This beautiful new restaurant has incredible views of the ocean in their large

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Maximizing Your Retirement Income & Surviving Market Volatility

Thursday, November 14, 2024 - Space is limited, so please RSVP as soon as possible to secure your spot!

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Q1 2023 Retirement Outlook & Strategy Luncheon

Join us for our Retirement Outlook & Strategy Luncheon at Capital Grill! This event is designed for retirees considering our services, clients with upcoming annual plan reviews, and client referrals.

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