<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=1642510189396513&amp;ev=PageView&amp;noscript=1">

June 24th, 2025 Inside Your Annuity: What You Need to Know Now

Jun 9, 2025 1:33:20 PM
Stratton & Co.

Inside Your Annuity: What You Need to Know Now

Retirement Essentials Series

You’ve taken a smart step toward building a secure and predictable retirement. Now, let’s take a closer look at how your annuity fits into that plan.

We invite you to join us in the Learning Lounge at our Nocatee office for a special client event designed to walk through the details of your annuity contract — and give you the tools and clarity to move forward with confidence.

Details

Is this event for you?

If you can answer “yes” to any of the following, we’d love to see you there:

  • Have you recently joined the Stratton client family and secured your retirement income with an annuity?

  • Do you own an annuity, new or old, and want a clear, helpful refresher on how it works?

  • Are you thinking about turning income on soon and want to understand the process and timing?

  • Are you simply curious about how annuities work in real life and want to hear from others who’ve already made the decision?

Even if you’re still in the consideration phase, this event offers valuable insights — and a chance to connect with other retirees navigating the same questions.

When: Tuesday, June 24th, 11am-1pm
Where: Stratton & Company's Learning Lounge - 40 Tavernier Drive, Ponte Vedra, FL 32081
Cost: Free to retirees and near-retirees

Register
Untitled (590 x 720 px)-2

Event Agenda


11:00 AM – Lunch & Welcome
  • Check-in and enjoy lunch
  • Settle in and mingle with fellow retirees


11:30 AM – Introductions & Presentation

  • What’s in your annuity contract

  • Key info for family and caregivers

  • When and how to turn on income

  • What to expect during annual reviews

Interactive Q&A Session

  • Bring your specific questions related to the topic—we’re here to help you get clear, practical answers from multiple professional perspectives.

Retiree Social Hour

  • Enjoy casual conversation, refreshments, and helpful take-home materials.

Register
ChatGPT Image Mar 29, 2025 at 05_00_15 PM

Speakers

CindyCollins

Cindy Collins has been with Stratton & Company since 2003 and has more than 35 years of experience in the financial service industry. As Executive Vice President of Education at S&Co., she enjoys working exclusively with retirees to help them realize their goals.

Mrs. Collins has given talks and created retirement resources on a wide range of topics, including women in retirement, the options for securing guaranteed income, and is the creator of our original Annuities 101 program.

Her work has been featured in key publications including Forbes and Wall Street Journalʼs MarketWatch.

sam headshot

Sam Magdalein is a Senior Partner at Stratton & Company and leads the Investment Advisory division. Since 2001, Sam has led Stratton & Co. to help hundreds of retirees protect their assets from market volatility and excessive taxes, and enjoy their retirement with less risk.

Register
Untitled (590 x 720 px)-4

Register Today

Seating is limited, please register to reserve your seats today. There is no cost or obligation. Our commitment is to provide clear advice and genuine support with no-pressure.

What Our Clients Say:

"Since we’ve been here, we’re so much more relaxed. No matter what the market does, we can sleep at night, and not worry." - Jack and Eveyln I.

"They’ve done a good job getting the money to where I can do the fun things and not have to worry about the expense." - David O.

"I was impressed about how open and relaxed the whole meeting was." - Jeff C.

Register
Untitled (590 x 720 px)-5