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Update! Q1 Client Luncheon & Retirement Essentials 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 our 2024 Retirement Essentials Checklist Luncheon at the beautiful, oceanfront restaurant, The Refinery at Jacksonville Beach.  We've reserved the entire venue again for this event so you can enjoy the incredible ocean views in their spacious, comfortable dining room. Bring a friend, family member or colleague who may be in or nearing retirement and enjoy lunch on us! Space is limited, so RSVP today - details below. 

This is much more than breaking bread with friends and family - it's an opportunity for retirees, pre-retirees and even those of you who are retirement-curious to set yourself up for your best year yet!  In this week's discussion we will:

  • Prepare and respond to life events that may affect your planning needs 

  • Stay ahead of potential changes in income or expenses 

  • Check-in on your assets and investments 

  • Complete a high-level, annual review of your financial picture for 2024

If you have questions you'd like to discuss or know a friend, colleague or loved one who could benefit from the this discussion, please extend them an invite and join us! Space is limited, so RSVP today!


When: Wednesday, February 21st
Time: 11:00 AM to 1:00 PM
Where: The Refinery at Jax Beach, 831 1st St. N. 


We 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!