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Stratton & Co. Events

Practical Info, Good Company, & Giving Back

At Stratton & Co., we keep things clear, practical, and enjoyable. Our events aren’t just dry financial talks—they’re proven ways to stay informed, spend quality time with good people, and support causes that matter. We focus on straightforward advice and creating opportunities for you to feel appreciated and confident in your retirement.

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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We look forward to seeing you at our next event—practical info, good people, and meaningful philanthropy.

Upcoming Events

Upcoming Events

April 2, 2025 Untax & Unstress @ Chophouse, Nocatee

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Upcoming Events

April 1, 2025 Modern Annuities @ Nocatee Office

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Upcoming Events

March 26, 2025 Untax & Unstress @ Chophouse, Nocatee

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Upcoming Events

April 3, 2025 Double-Date Dinner @ Catullo's

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We look forward to seeing you at our next event—practical info, good people, and meaningful philanthropy.

Past Events

Past Event

March 18, 2025 Conservative Investing for Retirees @ Nocatee Office

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Past Event

March 19, 2025 Untax & Unstress @ Chophouse, Nocatee

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Past Event

March 20, 2025 Retirement Case Studies @ Nocatee Office

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Past Event

March 25, 2025 Modern Annuities @ Nocatee Office

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Past Event

March 6, 2025 Double-Date Dinner @ Catullo's

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Past Event

March 6, 2025 Retirement Case Studies @ Nocatee Office

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Past Event

March 5, 2025 Untax & Unstress @ Chophouse, Nocatee

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Past Event

February 27, 2025 Retirement Case Studies @ Nocatee Office

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Past Event

February 26, 2025 Untax & Unstress @ Chophouse, Nocatee

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Past Event

February 25, 2025 Modern Annuities @ Nocatee Office

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Past Event

February 6, 2025 Double-Date Dinner @ Catullo's

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Past Event

January 29, 2025 Retirement Case Studies @ Chophouse, Nocatee

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Past Event

January 23, 2025 Double-Date Dinner @ Catullo's

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Past Event

January 16, 2025 Retirement Wealth Summit

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Past Event

December 12th - Private Client Dinner at Catullo's, Nocatee

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Past Event

December 5th - Tis' the Season to Celebrate

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Past Event

November 14th - Private Client Dinner at Catullo's, Nocatee

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Past Event

11.6.24 Case Study on Modern Annuities

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Past Event

10.24.24 Private Client Dinner at Catullo's, Nocatee

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Past Event

10.16.24 Retirement Case Studies: How Taxes Impact Your Retirement Income, @ ChophouseThirteen

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Past Event

10.17.24 Private Client Dinner at Catullo's, Nocatee

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Past Event

9.25.24 Retirement Case Studies @ ChophouseThirteen

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Past Event

9.11.24 Lunch @ ChophouseThirteen

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Past Event

9.12.24 *Sold Out* Private Client Dinner @ Catullo's, Nocatee

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Past Event

8.21.24 Lunch @ ChophouseThirteen

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Past Event

8.7.24 Lunch @ ChophouseThirteen

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Past Event

7.24.24 Lunch @ ChophouseThirteen

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Past Event

7.10.24 The Quarterly Retirement Insights @ ChophouseThirteen

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Past Event

6.5.24 The Quarterly Retirement Recap @ Blue Fish, Avondale

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Past Event

5.22.24 Secure YOUR Social Security @ Blue Fish, Avondale

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Past Event

5.8.24 Untax YOUR Retirement @ Blue Fish, Avondale

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Past Event

5.2.24 *SOLD OUT* San Jose Country Club, Dinner & Decades Trivia Night

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Past Event

4.24.24 *SOLD OUT* Modern Annuities: An Inside Look - Lunch @ Blue Fish, Avondale

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Past Event

3.27.24 A Female Focused Luncheon: Women in Retirement

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Past Event

3.1.24 Peak Interest Rates? How to Maximize the Benefits of This Unique Moment for YOUR Assets and Income

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Past Event

2.28.24 Client Luncheon: Untax Your Retirement @ Refinery Jax Beach

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Past Event

Update! Q1 Client Luncheon & Retirement Essentials at Refinery Jax Beach

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Past Event

Client Social Event - Join us for Coffee and Cookies at the Jax Symphony

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Past Event

2024 Q1 Client Luncheon & Economic Update at Refinery Jax Beach

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Past Event

Maximizing Your Retirement Income & Surviving Market Volatility

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Past Event

Q1 2023 Retirement Outlook & Strategy Luncheon

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Watch a Brief Introduction

ON A PERSONAL NOTE

A few more things about S&Co.

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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!

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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!

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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.