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Dear Clients, Friends, and Retirees,
You're invited!
It’s hard to believe we are already in the 2nd quarter of 2024! We have enjoyed our times together this past quarter and look forward to building on the connections, conversations, and information we’ve shared so far.
To kick off the new quarter in the right way we will be hosting our luncheons in a NEW LOCATION! We want to make sure the food is as fresh as the information we provide you! This quarter we will be at Blue Fish in Avondale. Don’t perspire about the parking – it’s on us! VALET & gratuity are included with your invitation. Marshall and his team, who have been taking care of you all year long are coming to Blue Fish! Space is limited, so RSVP today!
If you have friends and family members that you’ve been considering inviting, now is the perfect time! We will recap the subjects we’ve covered so far this year and introduce those upcoming this quarter. Sam and Jake will provide an update on where the interest rate environment is today, how you can take advantage of it and dive into some of the headlines and economic data you’re seeing.
If you’re already a client, you’ll walk away understanding some potential opportunities to improve your current plan by taking advantage of today’s environment.
If you’re considering becoming a client, you’ll walk away with a better understanding of who we are, how we run our practice and some investment and plan building opportunities available to you.
When: Wednesday, April 10, 2024
Time: 11:00 AM to 1:00 PM
Where: Blue Fish @ Avondale
3551 St. Johns Ave, Jacksonville FL 32205
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 click here to RSVP with your preferred date and the number of attendees. You can also reply to this email or call Grace at our office at (904) 425-0943.
Looking forward to an enriching and enjoyable gathering!
Sincerely,
Eric Stratton, Sam Magdalein and Your Retirement Team
Stratton & Company
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