Preparing for (Early?) Retirement: What To Do Now

If you’ve ever asked yourself “Could I retire early?“—this event is for you.

Preparing for (Early?) Retirement is a practical, no-pressure class for people in their 40s, 50s, and 60s who want to see if early retirement is possible, and what it takes to make it work. You’ll learn how to turn savings into income, avoid costly mistakes, and prepare for a retirement that could last 30–40 years.

Join Stratton & Company for an honest look at how real retirees are making early retirement possible—and what steps you can take now to do the same.

Event Topics
“How Do I Pay the Bills Before Social Security Kicks In?”

• Covering your monthly expenses when you stop working early but can’t collect Social Security until 62–67
• What to do when you and your spouse want to retire at different times
• Creating steady income without a paycheck

“What If the Market Crashes Right Before or After I Retire?”

• Why bad market years hurt more when you’re newly retired
• How to protect yourself when you don’t have 20 years to recover
• Should you invest differently if you’re retiring early?

“Am I Going to Get Killed on Taxes?”

• “Will I lose a third of my money to taxes when I start withdrawing?”
• Making sense of 401(k)s, Roth accounts, and regular savings
• Smart ways to minimize taxes in your early retirement years

“How Much Can I Really Spend Each Year?”

• Is the “4% rule” safe if I’m retiring at 55?
• How do I know I won’t run out of money?
• Planning for 40+ years of retirement instead of 20

“How Do I Protect My Family?”

• What happens to your spouse if you die first?
• Making sure there’s enough money if you live to 95
• Planning for kids with special needs over a longer timeline

This event is designed for:

• Individuals and couples with investment assets over $500,000
• Anyone wondering if early retirement could actually work for them
• Those saving in 401(k)s, IRAs, or brokerage accounts who want to protect and maximize what they’ve built

Also check out other Kids events & activities in Nocatee, Workshops in Nocatee.