8.21.24 Lunch @ ChophouseThirteen

Dear Clients, Friends, and Retirees,

You're invited for lunch on Wednesday, August 21 at 11:00am, at the Chophouse Thirteen in Mandarin!

This week's presentation is our most requested workshop -  Untax and Unstress YOUR Retirement.   

In our workshop we will demonstrate, using today's tax brackets, the impacts of taxes on retirement income and the proactive steps you can take to:

• Reduce your overall taxes paid in your retirement
• Plan ahead for the impacts of rising tax rates on you and your spouse
• Leverage today's interest rates and market conditions to set you up for success in the future 

Are you considering retiring in the next 5-10 years? Then, this talk is designed for you!

Are you recently retired? Then, this talk is designed for you! 

Are you years into your retirement already? Then, this talk is designed for you! 

Space is limited, so RSVP today!

When: Wednesday, August 21, 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 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