Complimentary Lunch or Dinner at Maggiano's Little Italy in Orlando, FL

Optimizing Your Tax Strategy & Surviving Market Volatility

Keep More of Your Hard-Earned Money in Retirement

Do you have a plan to ensure you won’t pay more than your fair share to the IRS? With NEW legislation³ that may increase tax rates, a growing national debt, and market volatility, there are a lot of unknowns and risks in retirement to consider. Is your existing strategy strong enough to survive?

Join us for a complimentary meal and enlightening presentation to learn about the latest strategies to help preserve your assets, maximize your retirement income, reduce market risk and potentially lower your taxes.

Lunch – Bruschetta, Caesar Salad, Four-Cheese Ravioli with Pesto Alfredo Sauce, and Chicken Parmesan, Mini NY Style Cheesecake for Dessert.

Dinner – Crispy Zucchini Fritte, Maggiano’s Salad, Chicken Marsala, Chicken and Spinach Manicotti, and Mini NY Style Cheesecake for Dessert.

Event Details

Maggiano’s Little Italy
9101 International Dr, Ste 2400
Orlando, FL 32819

Meal Options:

– Maggiano’s Little Italy on November 10 at 11:30 a.m.
– Maggiano’s Little Italy on November 10 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!

Join us for a complimentary meal and special presentation at Maggiano’s Little Italy while we discuss the following important topics for those in or nearing retirement:

  • What’s changing for taxes in 2023².
  • The impact that proposed changes to tax laws³, market volatility and rising inflation may have on your retirement income¹.
  • Why taxes may be one of your biggest retirement expenses without a proper plan in place.
  • Immediate actionable steps to protect your savings from heavy, unnecessary “retirement taxes.”
  • How you can create tax-free retirement income and potentially lower your tax bracket in retirement.
  • Ways you may be able to lock-in historically low tax rates now, before proposed tax changes³ go into effect.
  • Planning for longevity, inflation and future tax increases to ensure you won’t OUTLIVE your money in retirement.
  • Tax strategies to help preserve more of your assets to create a lasting legacy for your loved ones.
  • Understanding other potential tax risks that may derail your retirement 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!

Why attend?

This workshop combines two empowering elements:

Professional Insight

Live instruction from knowledgeable professionals, in an engaging, easy-to-understand format.

Actionable Next Steps

An opportunity to receive a plan for retirement income that may help you reduce your tax exposure and keep more of your hard-earned money.

Unnecessary taxes can be one of the BIGGEST expenses in retirement if not properly planned for.

Don’t miss the chance to learn how to REDUCE some of your tax exposure in retirement, so you can create tax-efficient retirement income and potentially save thousands of dollars.
Cropped shot of a senior couple sitting together and going over their financial documents together in their home

Meet Your Host

Sam Magdalein, Senior Vice President | Stratton & Company
Sam is responsible for operations and new client development. Since 2002, he has worked side-by-side with Eric to help implement his goals and vision for the firm.

Sam states, “It is truly a pleasure to work with Eric and the entire team. A person’s character really shows, not in front of the client, but after the meeting is over. I have seen such a commitment from them, putting in extra hours until they are satisfied with the strategies, and setting aside their own interests to fulfill the interests of the clients. The team at Stratton & Company cares about the well-being of their clients first and they work hard to make sure their goals are met and they have confidence in their retirement strategy.”

Sam lives in Jacksonville with his wife, Tara and two children, and volunteers as the Youth Pastor at his local church.

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Investment advisory services offered by duly registered individuals through CreativeOne Wealth, LLC a Registered Investment Adviser. CreativeOne Wealth, LLC and Stratton & Company are unaffiliated entities.

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