Events
You're invited to our final luncheon of the quarter - and the last one at Chophouse Thirteen! Join us once again for Retirement Case Studies!
You're invited for our Retirement Case Studies lunch on Wednesday, September 11th at 11:00am, at the Chophouse Thirteen in Mandarin!
You're invited for lunch on Wednesday, August 21 at 11:00am, at the Chophouse Thirteen in Mandarin!
You're invited for lunch on Wednesday, August 21 at 11:00am, at the Chophouse Thirteen in Mandarin!
You're invited for lunch! Wednesday, August 7 at 11:00am, we are hosting our Retirement Case Studies at the Chophouse Thirteen in Mandarin!
You're invited for lunch! We're kicking off the new quarter with a new, fabulous venue – the Chophouse Thirteen in Mandarin!
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 nearing the end of the 2nd quarter of 2024! We have enjoyed our times together
We're back at Blue Fish in Avondale on Wednesday, May 22nd @ 11am for a Q&A discussion on Securing YOUR Social Security with our special guest & co-host - Kim Magdalein!
We're back at Blue Fish in Avondale on Wednesday, May 8th @ 11am for a candid conversation on how to Untax YOUR Retirement.
Join us for a delicious meal and a decades-themed trivia event. We will travel back in time and revisit the best of the 50's, 60's, 70's, and 80's. We will push the limits of your pop-culture knowledge and cover genres such as movies, events, sports, and more!
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.
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.
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.
Join us for a new topic, designed to help you Untax Your Retirement. We've reserved the beautiful, oceanfront restaurant
Join us for our 2024 Retirement Essentials Checklist Luncheon at the beautiful, oceanfront restaurant, The Refinery at Jacksonville Beach.
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.
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
Thursday, November 14, 2024 - Space is limited, so please RSVP as soon as possible to secure your spot!
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.