Dear Clients, Friends, and Retirees,
We’re grateful that our entire team made it safely through Hurricane Milton, and we hope you and your loved ones did as well. Now that the storm has passed, let’s get back to business—specifically, the business of living out your dream retirement!
We’ve got an exciting week ahead filled with events you won’t want to miss! Chophouse13 in Mandarin or Catullo's in Nocatee - who could choose! Luckily, you don't have to!
On Wednesday, October 16th join us for our popular Retirement Case Studies Luncheon! Or... Thursday, the 17th we have two dinner seatings 4 and 6:30pm, at Catullo’s in Nocatee.
Whether you’re interested in an in-depth discussion on how today’s tax code impacts real-life retirement income scenarios or you prefer to grab a friend and indulge in fresh, handmade pasta, we’ve got something on the menu for you!
Our Retirement Case Studies Luncheon is one of our most-requested events. We’ll walk through real income and tax scenarios, side by side with recommendations we might suggest in the planning process. It’s a great opportunity to get your pressing questions answered while getting to know our team and how we work.
Prefer a more casual setting? Bring a guest and join us at Catullo’s in Nocatee for an evening of fine dining. You’ll enjoy a brief introduction to who we are, followed by a decadent meal and engaging conversation with clients, friends, and colleagues.
Space is limited, so RSVP today!
When: Wednesday, October 16, 2024
Time: 11:00 AM to 1:00 PM
Where: Chophouse Thirteen, Mandarin 11362 San Jose Blvd, Jacksonville, FL 32223
RSVP Here for Chophouse!
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 above or reply to this 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