---
title: 8.7.24 Lunch @ ChophouseThirteen
description: Join us on July 24th for our retirement series lunch and learns.
---

[News | Events | Resources ](https://blog.retirementteam.com/news-events-resources)

# [8.7.24 Lunch @ ChophouseThirteen](https://blog.retirementteam.com/news-events-resources/2024-q3-client-luncheon-august-7)

 Written by [Sam Magdalein](https://blog.retirementteam.com/news-events-resources/author/sam-magdalein) | Aug 4, 2024 8:14:44 PM

 

Dear Clients, Friends, and Retirees,

 

You're invited for lunch! Wednesday, August 7 at 11:00am, we are hosting our ***Retirement Case Studies ***at the ***Chophouse Thirteen in Mandarin!***

 

This week's event is a follow-up to our ***Untax and Unstress* **workshop.  We will take a even deeper dive into taxes and demonstrate their impacts on your retirement income. 

 

In our ***Retirement Case Studies ****series, we will take real-world client scenarios and work our way through the solutions to:*

- Reduce your overall taxes throughout retirement
- Transition from reactive tax preparation to proactive tax planning
- Ensure your spouse isn't burdened with higher taxes should one of you pass

***Are you married, filing jointly?*** Then, this talk is designed for you!

***Are you single, widowed, filing head of household? ****Then, this talk is designed for you!** ***

***Are you curious about the impacts of different filing statuses on your taxes? ****Then, this talk is designed for you!** ***

**Space is limited, so RSVP today!**

** **

When: Wednesday, August 7, 2024

Time: 11:00 AM to 1:00 PM

Where: Chophouse Thirteen, Mandarin 11362 San Jose Blvd, Jacksonville, FL 32223

 

**New to Stratton & Co.? **This lunch, along with our other socials and double-date dinners throughout the month, is designed to provide a no-pressure environment where you can meet our team, connect with our clients, and get a better understanding of what we do. The topics rotate each week, so you can attend one or all!

*We encourage you to bring along friends or colleagues who may be at or nearing retirement and would benefit from our information and guidance.* Your referrals are the highest compliment we can receive, and we will take great care of those in our care.

**Please RSVP below** with your preferred date and the number of attendees. You can also reply to the original 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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