9.11.24 Lunch @ ChophouseThirteen

Dear Clients, Friends, and Retirees,


You're invited for our Retirement Case Studies lunch on Wednesday, September 11th at 11:00am, at the Chophouse Thirteen in Mandarin!

This week's presentation is Part 2 of Unstress and Untax, which many of you attended in August.  In this presentation, we take the information we learned in Untax and apply it to real-world scenarios - scenarios that look and feel like yours and the people you know!   

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:

1. Reduce your overall taxes throughout retirement
2. Transition from reactive tax preparation to proactive tax planning
3. 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, September 11, 2024
Time: 11:00 AM to 1:00 PM
Where: Chophouse Thirteen, Mandarin 11362 San Jose Blvd, Jacksonville, FL 32223

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 click here to RSVP 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