Q1 2023 Retirement Outlook & Strategy Luncheon

For annual review clients, you don't need to RSVP. When it's your review month, we will call you directly to reserve your seat. If you're considering becoming a client or if you're a client who would like to refer a friend, please reserve your seat by emailing info@retirementteam.com or calling Grace at (904) 425-0943.

Join the Retirement Team: Eric, Sam, Cindy, and Jake at Capital Grill in the Town Center for a three-course lunch including options like tenderloin steak sandwiches, lemon basil-seared salmon, parmesan and Caesar salads, roasted chicken and risotto, and, of course, your choice of dessert!

We'll discuss the most critical issues for retirees in the economy and market, including new retirement financial product news and steps for clients to prepare for your annual review.


Attendees: Clients with annual reviews, prospective clients, and client referrals

February's Topic: How to take advantage of the current interest rate environment, create a savings and spending plan, and Q1 2023 market and economic outlook & strategic response

If you have any questions, please let us know, and we look forward to seeing you soon at Capital Grill!