---
title: 9.25.24 Retirement Case Studies @ ChophouseThirteen
description: Join us on September 11th for our retirement series lunch and learns.
---

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

# [9.25.24 Retirement Case Studies @ ChophouseThirteen](https://blog.retirementteam.com/news-events-resources/2024-q3-client-luncheon-sept-11-0)

 Written by [Sam Magdalein](https://blog.retirementteam.com/news-events-resources/author/sam-magdalein) | Sep 19, 2024 10:42:13 AM

 

Dear Clients, Friends, and Retirees,

 

You're invited to our final luncheon of the quarter - and the last one at ChophouseThirteen!  Join us once again for *Retirement Case Studies!*

 

Back by popular demand! This week's presentation will tie together everything we've discussed this quarter and present it in easily digestible, real-world scenarios.

 

In our workshop we will:

- Highlight key takeaways from* Unstress and Untax *
- *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** 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?*** ***Single, widowed, filing head of household? ******Curious about the impacts of filing statuses on your taxes? ***

*This talk is designed for you!** ***

 

Space is limited, so RSVP today!

 

When: Wednesday, September 25, 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](https://blog.retirementteam.com/news-events-resources/2024-q3-client-luncheon-sept-11) 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!

 

 

 

 

 

 

[View full post](https://blog.retirementteam.com/news-events-resources/2024-q3-client-luncheon-sept-11-0)

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