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2024 Q1 Client Luncheon & Economic Update at Refinery Jax Beach

Copy of Copy of from the desk of Sam Magdalein

Dear Clients, Friends, and Retirees,

You're invited!

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, comfortable dining room. We are renting out the entire dining room for our luncheon!

This is more than a meal; it's an opportunity for retirees and those nearing retirement to gain insights into the current economic landscape and what it means for your financial future. While you enjoy lunch, we'll provide a market and economic outlook for 2024, specifically geared towards retirement. We'll discuss annuity rate changes, the fixed income outlook, inflation and the Fed rate forecast, along with our general market strategy for 2024. Current clients, as well as those considering becoming a client, would both benefit from this discussion. There is no cost or obligation.

When: Choose your preferred Wednesday - February 7th, 21st, or 28th
Time: 11:00 AM to 1:00 PM
Where: Refinery Jax Beach
831 1st St. N., Jacksonville Beach, FL 32250

We also encourage you to bring along friends or colleagues who may benefit from our retirement services. Your referrals are the highest compliment we can receive!

Please use the form below to RSVP with your preferred date and the number of attendees. Or, call Grace at the office at (904) 425-0943.

Looking forward to an enriching and enjoyable gathering!