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5.22.24 Secure YOUR Social Security @ Blue Fish, Avondale

05/2024

Dear Clients, Friends, and Retirees,

You're invited!

We're back at Blue Fish in Avondale on Wednesday, May 22nd @ 11am for a...

5.8.24 Untax YOUR Retirement @ Blue Fish, Avondale

04/2024

Dear Clients, Friends, and Retirees,

You're invited!

We're back at Blue Fish in Avondale on Wednesday, May 8th @ 11am for a...

5.2.24 San Jose Country Club, Dinner & Decades Trivia Night

04/2024

Hello Clients and Friends,

We're BACK @ the San Jose Country Club for a DECADES TRIVIA NIGHT!

Join us for a delicious meal and...

4.24.24 [SOLD OUT] Modern Annuities: An Inside Look - Lunch @ Blue Fish, Avondale

04/2024

Dear Clients, Friends, and Retirees,

You're invited!

We're back at Blue Fish in Avondale on Wednesday, April 24th @ 11am for a...

4.10.24 Market Updates & Income Planning Opportunities Luncheon @ Blue Fish, Avondale

04/2024

Dear Clients, Friends, and Retirees,

You're invited!

It’s hard to believe we are already in the 2^nd quarter of 2024! We have...

3.27.24 A Female Focused Luncheon: Women in Retirement

03/2024

Dear Clients, Friends, and Retirees,

You're invited!

Join us on our final Wednesday at the Refinery for a Female Focused ...

3.1.24 Peak Interest Rates? How to Maximize the Benefits of This Unique Moment for YOUR Assets and Income

03/2024

Dear Clients, Friends, and Retirees,

We are in a very unique time. Rates are possibly at their peak, the market is facing...

2.28.24 Client Luncheon: Untax Your Retirement @ Refinery Jax Beach

02/2024

Dear Clients, Friends, and Retirees,

You're invited!

Join us for a new topic, designed to help you Untax Your Retirement...

Update! Q1 Client Luncheon & Retirement Essentials at Refinery Jax Beach

02/2024

Dear Clients, Friends, and Retirees,

You're invited!

Join us for our 2024 Retirement Essentials Checklist Luncheon at the...

Client Social Event - Join us for Coffee and Cookies at the Jax Symphony

01/2024

Classical Music Morning: Coffee & Classics with Stratton & CompanyJoin us on Friday, Jan. 19th, for a delightful morning of...