News | Events | Resources (2)

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...

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...

2024 Q1 Client Luncheon & Economic Update at Refinery Jax Beach

01/2024

Dear Clients, Friends, and Retirees,You're invited!Join us for a special luncheon and economic update at the brand new...

Maximizing Your Retirement Income & Surviving Market Volatility

02/2023

We...

Q1 2023 Retirement Outlook & Strategy Luncheon

02/2023

Join us for our Retirement Outlook & Strategy Luncheon at Capital Grill! This event is designed for retirees considering our...