11.6.24 Case Study on Modern Annuities

Dear Clients, Friends, and Retirees,




We’ve got an action-packed November and December, filled with events you won’t want to miss! Lunches at Chophouse13 in Mandarin, dinners at Catullo's in Nocatee, the Nights of Lights in St. Augustine and more! 



On Wednesday, November 6th join us for this special edition of a Case Study for Modern Annuities Luncheon!  An added bonus - our EVP Cindy Collins will be cohosting the event! 



Our Retirement Case Studies Luncheon is one of our most-requested events. We walk through real income and tax scenarios, side-by-side with recommendations we might suggest in the planning process. 



We will also cover how we use today's Modern Annuities as planning vehicles to secure retirement income for our clients. You'll walk away with a better understanding of why we use annuities in our planning, how they can help you meet your goals and some of the need-to-knows before owning one. 



It’s a great opportunity to get your pressing questions answered while getting to know our team and how we work.



Space is limited, so RSVP today!



When: Wednesday, November 6, 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.  Starting retirement planning early gives your savings time to grow and work for you. With more information and thoughtful decisions, you can feel more confident. This discussion will get you started.



RSVP below or reply to the email with your preferred date and the number of attendees. You can also 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