Case Studies

If you're thinking about working with us, this event is a perfect opportunity to see our planning process in action.

About this Event

This event is perfect for:

• Retirees Seeking Tax Saving Strategies: Practical guidance to effectively manage retirement account distributions, reducing taxes to keep more of your dollars in your accounts.
• Pre-Retirees Facing Market Uncertainty: Proactive strategies to protect your investments against volatile market conditions.
• Individuals Looking to Maximize Retirement Income: Clear, actionable advice on increasing and securing your retirement income.

Agenda


🕑: 11:00 AM - 01:00 AM
Case Studies

Info: Welcome & Introduction: Overview of today's unique financial opportunities for retirees.

Presentation Topics

Info: Effective Income Planning, Managing Financial Risk, Tax Efficiency in Retirement, Real-Life Retirement Strategies

🕑: 12:30 PM - 01:00 PM
Social Hour

Info: Exclusive Retiree Social Hour: Join us for refreshments, networking, and valuable take-home resources.

Speaker
Host: Sam Magdalein

Info: Sam Magdalein is a Senior Partner at Stratton & Company and leads the Investment Advisory division. Since 2001, Sam has led Stratton & Co. to help hundreds of retirees protect their assets from market volatility and excessive taxes, and enjoy their retirement with less risk.

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