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Stratton & Co. Events

Where Learning Meets Connection

At Stratton & Co., our events are more than just gatherings—they’re crafted to educate, connect, and entertain. Whether you’re looking to expand your knowledge on retirement planning or simply enjoy an evening out, our events have something special for everyone.

Our Events

Educational Events: Learn Over Lunch

Imagine a relaxed lunch setting where you can enjoy a great meal while learning valuable insights about your retirement. Our 45-minute presentations cover topics such as retirement income strategies, the latest on Social Security adjustments, and understanding modern annuities. We also dive into market trends and discuss how events like market downturns or elections could impact your financial future.

If you have questions about retirement, these events are the perfect place to find answers while gaining a better understanding of your financial plan.

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Social Events

Celebrate and Connect

Sometimes, the best way to plan for the future is to enjoy the present. Our social events offer the chance to unwind, share a delicious meal, and build connections with other clients and our team.

Whether you’re meeting new friends or catching up with familiar faces, these gatherings are about fun and community. Bring a guest, introduce someone new to Stratton & Co., and enjoy the kind of camaraderie that makes every moment memorable.

Join us at Stratton & Co.—where every event is designed to inspire, educate, and celebrate your journey to a secure and fulfilling retirement.

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Upcoming Events

Upcoming Events

Testing - Private Client Dinner

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Past Events

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.