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Case Studies, 10 July | Event in Nocatee | AllEvents

Case Studies

Stratton and Company

Highlights

Thu, 10 Jul, 2025 at 11:00 am
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2 hours

40 Tavernier Dr

Free Tickets Available

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Date & Location

Thu, 10 Jul, 2025 at 11:00 am to 01:00 pm (GMT-04:00)

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40 Tavernier Dr

40 Tavernier Drive, Nocatee, United States

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About the event

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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Ticket Info

Tickets for Case Studies can be booked here.

Ticket type Ticket price
Ticket Type Free
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Nearby Hotels

40 Tavernier Dr, 40 Tavernier Drive, Nocatee, United States

Just a heads up!

We have gathered all the information for you in one convenient spot, but please keep in mind that these are subject to change. We do our best to keep everything updated, but something might be out of sync. For the latest updates, always check the official event details by clicking the "Find Tickets" button.

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Host Details

Stratton and Company

Stratton and Company

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Case Studies, 10 July | Event in Nocatee | AllEvents
Case Studies
Thu, 10 Jul, 2025 at 11:00 am
Free