"Untax and Unstress YOUR Retirement" with Stratton & Co., 26 June | Event in Nocatee | AllEvents

"Untax and Unstress YOUR Retirement" with Stratton & Co.

Stratton & Company

Highlights

Thu, 26 Jun, 2025 at 05:30 pm

2 hours

Chophouse at Nocatee

Free Tickets Available

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Date & Location

Thu, 26 Jun, 2025 at 05:30 pm to 07:30 pm (GMT-04:00)

Chophouse at Nocatee

330 Pine Lake Drive, Nocatee, United States

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About the event

"Untax and Unstress YOUR Retirement" with Stratton & Co.
Get ready to kick back, relax, and learn how to untax and destress your retirement with Stratton & Co. at our upcoming event!

About this Event

Who should attend?

  • Retirees who want effective strategies for tax savings on their IRAs, 401(k)s, and other retirement accounts.
  • Individuals nearing retirement seeking practical insights to optimize their IRA income.
  • Retirees who would like to reduce taxes on the surviving spouse, as well as future heirs.

Here's what you'll gain from attending:

  • Risk Reduction Techniques: Learn how to use today's high fixed interest rates to outpace inflation while significantly reducing market risk, protecting your retirement savings effectively.
  • Strategic IRA Withdrawals: Don't wait for required minimum distributions to dictate your strategy. Learn how to reduce your taxes and stretch your IRA further with strategic exit strategies for your IRAs, 401(k)s, and other retirement accounts.
  • Minimizing Tax Liability: Learn to navigate complex IRA tax rules confidently, reducing your tax exposure significantly.
  • Maximizing Current Opportunities: Identify opportunities unique to today's financial landscape and put high interest rates to work, strategically enhancing your retirement security.

Learn more about us from our clinets in the video below.


Youtube Video


Agenda


🕑: 05:15 PM - 05:30 PM
Introductions & Check In

🕑: 05:30 PM - 05:45 PM
Refreshments and Appetizers Served & Dinner Orders Taken

🕑: 05:45 PM - 06:15 PM
Presentation: “Unstress & Untax Your Retirement”

🕑: 06:30 PM - 07:30 PM
Dinner & Conversation

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Ticket Info

Tickets for "Untax and Unstress YOUR Retirement" with Stratton & Co. can be booked here.

Ticket type Ticket price
General Admission Free
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Nearby Hotels

Chophouse at Nocatee, 330 Pine Lake 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 & Company

Stratton & Company

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"Untax and Unstress YOUR Retirement" with Stratton & Co., 26 June | Event in Nocatee | AllEvents
"Untax and Unstress YOUR Retirement" with Stratton & Co.
Thu, 26 Jun, 2025 at 05:30 pm
Free