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April 16, 2025 Untax & Unstress @ Chophouse, Nocatee

Apr 3, 2025 5:15:55 PM
Stratton & Co.

Untax & Unstress Your Retirement™

Retirement Essentials Series

Proven Strategies to Reduce Taxes, Manage Risk, and Maximize Retirement Income.

Retirement should be your reward—not another source of stress. That's why Stratton & Company is hosting a special lunch event at the new Chophouse Steakhouse in Nocatee, designed exclusively for retirees and those nearing retirement.

Based on the insightful strategies from the groundbreaking book by our colleague Greg Parady, this event will deliver practical insights to secure your retirement confidently and efficiently.

 

 

Details

Who should attend?

  • Retirees who want effective strategies for tax savings on their IRAs, 401(k)s, and other retirement accounts.

  • Individuals nearing retirement seeking practical insights to optimize their IRA income.

  • Retirees who would like to reduce taxes on the surviving spouse, as well as future heirs.

When: Wednesday, April 16th, 11am-1pm
Where: Chophouse Steakhouse, 330 Pine Lake Dr, Ponte Vedra Beach, FL 32081
Cost: Free to retirees and near-retirees

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Retirement Essentials Series

A Unique Time to Retire

Today's retirees find themselves in a unique position—a financial landscape echoing the prosperous 1980s, when opportunities for safe, strong returns and strategic tax savings were abundant. We're currently experiencing another golden era, offering retirees exceptional ways to protect and grow their wealth.

Here's what you'll gain from attending:

  • Risk Reduction Techniques: Learn how to use today's high fixed interest rates to outpace inflation while significantly reducing market risk, protecting your retirement savings effectively.

  • Strategic IRA Withdrawals: Don't wait for required minimum distributions to dictate your strategy. Learn how to reduce your taxes and stretch your IRA further with strategic exit strategies for your IRAs, 401(k)s, and other retirement accounts.

  • Minimizing Tax Liability: Learn to navigate complex IRA tax rules confidently, reducing your tax exposure significantly.

  • Maximizing Current Opportunities: Identify opportunities unique to today's financial landscape and put high interest rates to work, strategically enhancing your retirement security.

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Event Agenda

  • Welcome & Introduction

    • Overview of today's unique financial opportunities for retirees.

  • Managing Market Risk Effectively

    • Strategies to protect your savings from losses.

  • IRA Optimization Techniques 

    • How to maximize IRA withdrawals and extend your retirement resources.

  • Tax Reduction Strategies

    • Clear guidance to reduce taxes on your IRA and retirement income.

  • Seizing Today's Winning Strategies 

    • Identifying and leveraging current beneficial financial conditions.

  • Interactive Q&A Session

    • Addressing your specific retirement concerns and questions.

  • Exclusive Retiree Social Hour

    • Enjoy lunch, good company & conversations, and useful take-home materials.

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Speakers

 

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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.

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.

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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.

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