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Dear Clients, Friends, and Retirees,
You're invited!
We're back at Blue Fish in Avondale on Wednesday, May 22nd @ 11am for a Q&A discussion on Securing YOUR Social Security with our special guest & co-host - Kim Magdalein!
This is an opportunity for retirees, pre-retirees and even those of you who are retirement-curious to get answers to the most important Social Security questions impacting your retirement income!
If you're already taking Social Security income - there's still opportunities to increase your income, save on taxes and plan for your future needs.
If you're still considering when to claim your SSI benefits - then this conversation is tailor made for the decisions that lie ahead of you!
We will answer these questions and more:
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What are the ways I can increase my social security check?
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If I've already filed, can I still give myself a raise?
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How much income can I generate in addition to SSI without it increasing my taxes or cost of Medicare?
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Will my RMD affect my taxes on my SSI? Will it impact other taxes?
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How will my spouse's income be affected when I pass and how can I plan today to secure their tomorrow?
As always, we want your arrival to be a smooth as possible, so the parking is on us! VALET & gratuity are included with your invitation. Space is limited, so RSVP today!
Bring a friend or loved one for an afternoon of delicious food, great people and interesting conversations at the courtyard banquet room.
If you’re considering becoming a client, you’ll walk away with a better understanding of who we are and how we run our practice + answers to the need-to-know questions about YOUR Social Security benefits.
When: Wednesday, May 22, 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 RSVP below with your preferred date and the number of attendees. You can also reply to this email or call Marena 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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