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Retirement Essentials Series
Learn Over Lunch
Our Retirement Essentials Series offers direct, easy-to-understand advice covering seven key areas every retiree needs to know. New, prospective clients usually enjoy attending the first two events while they are considering becoming a client. Current clients are encouraged to attend as many of the additional topics as you like. This series covers the essential areas that all retirees should consider as part of their planning.
1. Unstress and Untax Your Retirement:
Learn smart strategies to keep more of your money, reduce your taxes, and manage your assets with less risk.
2. Retirement Case Studies:
See actual examples of how solid retirement planning can significantly improve your financial security.
3. Conservative Investing:
Learn to protect your money wisely, manage risks, and stay ahead of inflation.
4. Modern Annuities Explained:
Discover how today's annuities can safely guarantee your income and protect your loved ones.
5. Mental Accounting:
Get practical tips for managing your cash flow and feeling financially secure.
6. Maximizing Social Security and Medicare:
Straightforward guidance on how to get the most out of these foundational retirement programs.
7. Tax and Legacy Planning:
Protect your assets and make sure your loved ones inherit more with smart, strategic tax planning.
Each session is a practical 40-minute presentation with easy-to-follow visuals and helpful take-home resources. Afterwards, enjoy a relaxed social hour with other retirees.
Events are held regularly at upscale local restaurants or our comfortable office Learning Lounge.
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Social & Charitable Events
Social: Good Times, Good People
Retirement can sometimes mean losing the everyday social interactions you once enjoyed at work. Our social events offer the perfect opportunity to spend time with like-minded retirees. Join us for good meals, enjoyable outings, and relaxed retirement lifestyle events in a welcoming, comfortable environment. Invite other retirees, and simply enjoy life among good company.
Philanthropy: Giving Back
Retirement is a great time to support important causes that you care about. We proudly host charity events including holiday holiday toy and gift drives, Mother's Day gift drives, and special events honoring veterans. Join us to make a real difference in a straightforward, meaningful way.
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ON A PERSONAL NOTE
A few more things about S&Co.
Don't forget your cookies!
We bake fresh chocolate chip cookies for every client who comes to the office! Be careful, they are hard to put down!
Our client events can't be beat!
Our client events aren't stuffy financial seminars! We have a lot of fun, and you are sure to meet some great retirees there!
We love Wolfson Children's Hospital
Ever since the Stratton family was helped so much through a difficult time with a child, we have tried to give back with regular toy drives to Wolfson.