Jacksonville, FL | Taxes & Retirement Meal | June 2022

Complimentary Meal at Seasons 52 in Jacksonville, FL

Optimizing Your Tax Strategy & Surviving Market Volatility

Keep More of Your Hard-Earned Money in Retirement

Event Details

Seasons 52
5096 Big Island Dr.
Jacksonville, FL 32246

Dinner Options:

– Seasons 52 on June 14 at 11:30 a.m.

– Seasons 52 on June 14 at 6:00 p.m.

Seating is limited. A complimentary meal will be served. Nothing will be sold and there is no charge to attend!

Lunch Menu

Enjoy a selection of signature flatbreads – Roasted Tomato, All-Natural Pepperoni, Pesto Chicken & Fresh Mozzarella, or season selection. Along with a lunch entrée of either the Naked Cheddar Burger, Lump Crab Cake Sandwich, or BBQ Chicken Salad finished with a Mini Indulgence Dessert.

Dinner Menu

Enjoy a selection of signature flatbreads – Roasted Tomato, All-Natural Pepperoni, Pesto Chicken & Fresh Mozzarella, or seasonal selection. Along with a dinner entrée of either the Brick-Oven Vegetable Gnocchi, Cedar Plank-Roasted Salmon, or Rotisserie Half Chicken finished with a Mini Indulgence Dessert.

Preparing for retirement has never been so challenging. Join us for a complimentary meal and enlightening presentation at Seasons 52. We will discuss the latest strategies to help preserve your assets, maximize your retirement income, reduce market risk and lower your taxes.

Here’s what we’ll cover:

What’s changing for taxes and Social Security in 2022.
Why today’s current economic environment may be one of the most challenging to retire and what to do about it.
Strategies to help protect your assets from rising taxes and inflation now regardless of the next tax policy.
Planning for longevity, inflation and future tax increases to ensure you won’t OUTLIVE your money in retirement.
Strategies to help plan for the next market downturn and protect your assets from market volatility.
Powerful tax strategies that can potentially generate tax-free retirement income.
When to claim Social Security in order to minimize tax consequences and maximize your benefits
How to plan for RMDs and strategically time your withdrawals so you don’t get hit with a big tax burden. Hint: The recent SECURE Act has made significant changes that impact RMDs.
How to create a customized retirement income & tax minimization strategy tailored to your unique needs & situation.
Understanding other common risks and mistakes that may derail your retirement plans and how you may be able to avoid them.

Privacy Policy: We protect your privacy. Information is confidential and never shared with any unaffiliated third parties. Please provide your best email and mobile phone to ensure delivery.

Do you have a retirement tax strategy in place?
Don’t miss this information-packed event!

Days

Hours

Minutes

Seconds

If you have an IRA, Roth, 401(k), 403(b) or any other retirement accounts, you don’t want to miss the opportunity to learn about:

The changing financial landscape for those approaching retirement.
Tips and strategies to manage your tax exposure and help increase your retirement income.
Understanding tax laws and how they may impact your retirement income.
How to avoid unnecessary taxation on Social Security income & maximize your benefits.
Planning for longevity, inflation and future tax increases.
How to navigate RMDs and ensure you are harvesting your assets efficiently without paying more taxes than necessary.
Strategies to help plan for the next market downturn and protect your assets from market volatility.
How to create a customized retirement income & tax strategy.

These workshops are extremely popular and seating is limited. Reserve your seat today to guarantee attendance!

Meet Your Host

Eric Stratton | President, Stratton & Co.

As a native of Jacksonville, Eric focuses his expertise on the design of personal retirement strategies. He has been in the Insurance and Financial Services field since 1998.

Eric states, “It is my conviction that money should not dictate your retirement lifestyle. Instead, your desired lifestyle should influence your financial strategy. Uncertainty about the future of taxes, inflation, and social security cause retirees to skip vacations and live on a tighter budget than may be necessary. Retirement shouldn’t be this way.

It should be an enjoyable time, where you’re comfortable and confident, living the lifestyle you want without fear of financial failure. That’s what I try to bring to every client meeting. We stop the money from dictating your lifestyle, and instead create a financial strategy that’s suitable for you and is also based around the retirement lifestyle you’ve envisioned.”

¹ https://www.cnbc.com/2019/02/11/this-is-the-real-reason-most-americans-file-for-bankruptcy.html
² https://www.ebri.org/docs/default-source/rcs/2020-rcs/2020-rcs-summary-report.pdf?sfvrsn=84bc3d2f_7

Materials offered by Stratton & Company, including articles, booklets, and seminars are designed to provide general information on the subjects covered. They are not intended to provide specific financial, legal or tax advice. Stratton & Company provides insurance and annuities and its representatives do not give investment, legal or tax advice. You are encouraged to consult your tax advisor or attorney or investment advisor. By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our insurance services can meet your retirement needs.

The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. We recommend that you seek professional legal advice for applicability to your personal situation.

By providing your information, you give consent to be contacted about the possible sale of an insurance or annuity product. Licensed Insurance Professional. Attend and learn how annuities and life insurance can be used in various stages of planning for retirement income. This presentation is not intended to be legal or tax advice. The presenter can provide information, but not advice related to social security benefits. Clients should seek guidance from the Social Security Administration regarding their particular situation. The presenter may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. Social Security benefit payout rates can and will change at the sole discretion of the Social Security Administration. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.