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Events

December 12th - Private Client Dinner at Catullo's, Nocatee

Love fresh pasta, friendly faces and lively conversation?! Then don't miss this event!

December 5th - Tis' the Season to Celebrate

Join us on the evening of December 5th in celebration of the season with a fabulous Nights of Lights experience in Historic St. Augustine!

November 14th - Private Client Dinner at Catullo's, Nocatee

Space is limited, so please RSVP as soon as possible to secure your spot! Treat yourself and a guest to an evening of food and fellowship at Catullo’s Nocatee.

11.6.24 Case Study on Modern Annuities

We’ve got an action-packed November and December, filled with events you won’t want to miss! Lunches at Chophouse13 in Mandarin

10.24.24 Private Client Dinner at Catullo's, Nocatee

You and a guest are cordially invited to join us for an private dinner on the evening of October 24h, 4:00 or 6:30pm at Catullo's Italian restaurant in Nocatee!

10.16.24 Retirement Case Studies: How Taxes Impact Your Retirement Income, @ ChophouseThirteen

We’re grateful that our entire team made it safely through Hurricane Milton, and we hope you and your loved ones did as well. Now that the storm has passed, let’s get back to business—specifically, the business of living out your dream retirement!

10.17.24 Private Client Dinner at Catullo's, Nocatee

You and a guest are cordially invited to join us for an exclusive dinner on the evening of October 17th, 4:00 or 6:30pm at Catullo's Italian restaurant in Nocatee!

9.25.24 Retirement Case Studies @ ChophouseThirteen

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!

9.11.24 Lunch @ ChophouseThirteen

You're invited for our Retirement Case Studies lunch on Wednesday, September 11th at 11:00am, at the Chophouse Thirteen in Mandarin!

9.12.24 *Sold Out* Private Client Dinner @ Catullo's, Nocatee

You're invited for lunch on Wednesday, August 21 at 11:00am, at the Chophouse Thirteen in Mandarin!

8.21.24 Lunch @ ChophouseThirteen

You're invited for lunch on Wednesday, August 21 at 11:00am, at the Chophouse Thirteen in Mandarin!

8.7.24 Lunch @ ChophouseThirteen

You're invited for lunch! Wednesday, August 7 at 11:00am, we are hosting our Retirement Case Studies at the Chophouse Thirteen in Mandarin!

7.24.24 Lunch @ ChophouseThirteen

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

7.10.24 The Quarterly Retirement Insights @ ChophouseThirteen

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

6.5.24 The Quarterly Retirement Recap @ Blue Fish, Avondale

It’s hard to believe we are already nearing the end of the 2nd quarter of 2024! We have enjoyed our times together

5.22.24 Secure YOUR Social Security @ Blue Fish, Avondale

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!

5.8.24 Untax YOUR Retirement @ Blue Fish, Avondale

We're back at Blue Fish in Avondale on Wednesday, May 8th @ 11am for a candid conversation on how to Untax YOUR Retirement.

5.2.24 *SOLD OUT* San Jose Country Club, Dinner & Decades Trivia Night

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!

4.24.24 *SOLD OUT* Modern Annuities: An Inside Look - Lunch @ Blue Fish, Avondale

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.

3.27.24 A Female Focused Luncheon: Women in Retirement

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.

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.

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

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.

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.