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6.5.24 The Quarterly Retirement Recap @ Blue Fish, Avondale

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You're invited to our last lunch at Blue Fish, Avondale!

It’s hard to believe we are already nearing the end of the 2nd quarter of 2024! We have enjoyed our times together and look forward to continuing to build on the connections and conversations we’ve shared so far.

This quarter we discussed how to Untax YOUR Retirement, planning for income with Modern Annuities, how to maximize your Social Security, and more! This week we will take a moment and discuss how each piece of the puzzle works together to create your picture-perfect retirement.  

And of course... don’t perspire about the parking – it’s on us! VALET & gratuity are included with your invitation. Marshall and his team will be there once again! Space is limited, so RSVP today!  

If you have friends and family members that you’ve been considering inviting, now is the perfect time! Sam, Jake and the team will be there to answer your questions and schedule you time to come in and see us. 

If you’re already a client, you’ll walk away with some new, potential opportunities to improve your current plan.    

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, June 5, 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!

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!



Eric Stratton, Sam Magdalein and Your Retirement Team

Stratton & Company


Stratton & Company's Calendar of Events:

Join us at our new location!  Wednesdays at 11am, @ The Chophouse 13 in Mandarin

  • July dates coming soon!! Look out for emails! 




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