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

May 15th, 2025 Retirement Case Studies at S&Co. Offices, Nocatee

May 6, 2025 12:34:55 PM
Stratton & Co.

Case Studies in Retirement Success

Retirement Essentials Series

Real-World Strategies to Maximize Income, Reduce Taxes, and Protect Your Assets.

Stratton & Company invites you to our exclusive event at our Office Learning Lounge, specifically tailored to provide detailed case studies from actual retirees.

You'll gain practical, actionable insights directly from real-life examples. Learn proven methods for optimizing your retirement income, effectively minimizing taxes, and safeguarding your financial future from market risks.

Join us to strengthen your financial planning and confidently prepare for a secure and rewarding retirement.

 

Details

This event is perfect for:

  • Retirees Seeking Tax Saving Strategies: Practical guidance to effectively manage retirement account distributions, reducing taxes to keep more of your dollars in your accounts.

  • Pre-Retirees Facing Market Uncertainty: Proactive strategies to protect your investments against volatile market conditions.

  • Individuals Looking to Maximize Retirement Income: Clear, actionable advice on increasing and securing your retirement income.

When: Thursday, May 15th, 11am-1pm
Where: Stratton & Company Learning Lounge, 40 Tavernier Drive, Suite C, Ponte Vedra, FL 32081
Cost: Free to retirees and near-retirees

Register
ChatGPT Image Mar 29, 2025 at 05_00_15 PM
Retirement Essentials Series

Case Studies in Retirement Success

Join us for an insightful event featuring detailed case studies from real retirees who have successfully navigated retirement planning. These examples highlight before-and-after strategies and provide practical insights that can significantly enhance your financial stability and success in retirement.

Here's what you'll gain from attending:

  • Optimizing Retirement Income: Learn how retirees are maximizing their retirement income through targeted financial strategies.

  • Tax Efficiency: Explore examples demonstrating significant reductions in tax liabilities through careful planning and informed decision-making.

  • Financial Security: Understand how retirees have successfully safeguarded their wealth against market volatility and economic downturns.

  • Strategic Planning: Examine effective long-term financial strategies for securing retirement, drawn from actual retirement planning scenarios.

Register
2-Apr-01-2025-04-02-05-8331-AM

Event Agenda

  • Welcome & Introduction: Overview of today's unique financial opportunities for retirees.

  • Effective Income Planning: Strategies to ensure steady and sustainable retirement income.

  • Managing Financial Risks: Techniques for protecting your retirement assets from market downturns and volatility.

  • Tax Efficiency in Retirement: Proven methods to significantly reduce taxes on your retirement savings and income.

  • Real-Life Retirement Strategies: Insightful examples from retirees who have successfully navigated financial planning.

  • Interactive Q&A Session: Direct answers to your specific retirement planning questions.

  • Exclusive Retiree Social Hour: Join us for refreshments, networking, and valuable take-home resources. 

Register
4-4

Speakers

 

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.

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.

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