Magdalein & Stratton

Date: January 19th, 2012

Time: 5:30pm

Location: San Jose Country Club, 7529 San Jose Blvd.

You are cordially invited to join us for our January Open House. This is an great time to meet out staff, chat with our clients, and enjoy a chef-prepared dinner.

The topic for our brief presentation will be “What Retirees Should Do to Prepare for Tax Season.” Our speaker will be Adam Wolf, CPA, CFP®.

We encourage you to bring others who are retired or nearing retirement who might benefit from this evening. Please RSVP to Sarah at (904) 425-0943.

We’re excited to announce that we’ve officially moved into our new building! We spent the last two weeks of 2011 moving in and getting our new office ready for our clients, and we’re open for business as of January 1st!

We would love to give you a tour of the new building during our office warming days. Drop in to say hello and take the tour anytime between 10am and 2pm on January 12th or 13th.

Of course, if you can’t make it then, you’re always welcome to come by anytime. We love seeing our great clients! Our new address is 7807 Baymeadows Road, Suite 402. It’s located right off of 9A and Gate Parkway. When you exit 9A, turn East on Gate Parkway, then take a right onto Baymeadows Road East. We are in the first office park on the left, called “Hampton Professional Park.” Come to the back of the park and look to the left, and you’ll see our building.

Our phone number will remain the same - (904) 425-0943 - feel free to call us if you have any questions.

Thank you so much for your patience during the move, and we’re excited about how our new location will better serve you. See you January 12th or 13th!

Join us and bring some friends to our September Open House! Our events keep growing as happy clients continue bringing friends, so we now have two dates to choose from!  Join us at Deerwood Country Club on your choice of Thursday, September 8th at 5:30pm, or Thursday, September 29th at 5:30pm.  Each event will be identical, so you can choose the date that is most convenient for you.  There will be entertainment, socializing with other clients, and a chef-prepared buffet. We guarantee you’ll have a good time! Plus, you’ll take away some important information.

Our guest speaker for the evening will be Eric Stratton, President of Magdalein & Stratton Retirement Financial Strategies. Eric is currently writing a book titled: “Relax. You’ve Earned It.” This book helps retirees stop worrying about their money and start enjoying the retirement they always dreamed of.  Eric will be covering some of the material in his forthcoming book, and discussing the role of retirement income in creating a relaxing, stress- free retirement plan. This is a referral-friendly event.

We would love for you to come and bring friends who might also be interested in hearing how Magdalein & Stratton may be able to help them in retirement. Let us know how many will be in your party, and we’ll hold a table for you and your guests! We encourage all of our clients to attend this event. We will be holding Open Houses each month, with a different topic every time, as a way to keep you up-to-date on financial news, learn how it affects you, and help you decide what to do about it.

Space is very limited, please RSVP today: (904) 425-0943 Ext. 1. See you there!

Join us for our next golf event, to be held on Monday, Sept. 12^th at 8:30am at Deercreek Country Club.  Come and bring your foursome for a casual Captain’s Choice contest~ there will be golf and lunch, and some great prizes.

You can call our office for more information: (904) 425-0943 Ext 1.

Thanks to everyone who joined us at our August Open House at San Jose Country Club.  Our guest speaker for the evening was Mr. Eric Stratton. It was one of the largest responses we have had in a long time, which has led us to split the Open House Event in two.  You now have the choice to attend the one that is most convenient for you and your guest. 

Join us and bring some friends to one of our September Open House! It’s a one-day-only event at Deerwood Country Club on Thursday, September 8^th, at 5:30pm or Thursday, September 29^th, at 5:30pm.  Each event will be identical, so you can choose the date that is most convenient for you.  There will be entertainment, socializing with other clients, and a chef-prepared buffet. We guarantee you’ll have a good time! Plus, you’ll take away some important information.

This is a referral-friendly event.

We would love for you to come and bring friends who might also be interested in hearing how Magdalein & Stratton may be able to help them in retirement. Let us know how many will be in your party, and we’ll hold a table for you and your guests!

We encourage all of our clients to attend this event. We will be holding Open Houses each month, with a different topic every time, as a way to keep you up-to-date on financial news, learn how it affects you, and help you decide what to do about it

Space is very limited, please RSVP today: (904) 425-0943 Ext. 1

See you there!

Update....  Thanks for joining us at our March Open House.  We look forward to seeing you in April.

Join us and bring some friends to our March Open House! It’s a one-day-only event at San Jose Country Club on Thursday, March 24th at 5:30pm. There will be entertainment, socializing with other clients, and a chef-prepared buffet. We guarantee you’ll have a good time! Plus, you’ll take away some important information.

Our speaker for the evening will be Eric Stratton, President of Magdalein & Stratton. Eric has worked with over 600 Jacksonville retirees since co-founding Magdalein & Stratton, and is uniquely qualified to speak about the financial issues faced by today’s seniors.

March is the time to start looking at your taxes, and we’ll have our CPA, Adam Wolf, speaking with Eric about what to look for when preparing your taxes this year.

This is a referral-friendly event. We would love for you to come and bring friends who might also be interested in hearing how Magdalein & Stratton may be able to help them in retirement. Let us know how many will be in your party, and we’ll hold a table for you and your guests! We encourage all of our clients to attend this event. We will be holding Open Houses each month, with a different topic every time, as a way to keep you up-to-date on financial news, learn how it affects you, and help you decide what to do about it.

Space is very limited, please RSVP today: (904) 425-0943. See you there!

Update....  Thank you to everyone who came out to our Polynesian Style Open House.  Here is a picture of the pig!  We hope everyone had a great time!  See you next month!

Join us and bring some friends to our February Open House! It’s a one-day- only event at San Jose Country Club on Thursday, February 24th at 5:30pm. There will be entertainment, socializing with other clients, and a chef-prepared buffet. We guarantee you’ll have a good time! Plus, you’ll take away some important information.

Our speaker for the evening will be Eric Stratton, President of Magdalein & Stratton. Eric has worked with over 600 Jacksonville retirees since co-founding Magdalein & Stratton, and is uniquely qualified to speak about the financial issues faced by today’s seniors.

February is the time to start looking at your taxes, and we’ll have our CPA, Adam Wolf, speaking with Eric about what to look for when preparing your taxes this year.

Our theme is “Relax. You’ve Earned It.” We’ll have Island decor, with live calypso music and a Polynesian Style Buffet with Chicken Kabob, coconut rice, marinated flank steak, grilled

vegetable medley and more!

This is a referral-friendly event. We would love for you to come and bring friends who might also be interested in hearing how Magdalein & Stratton may be able to help them in retirement. Let us know how many will be in your party, and we’ll hold a table for you and your guests!

We encourage all of our clients to attend this event. We will be holding Open Houses each month, with a different topic every time, as a way to keep you up-to-date on financial news, learn how it affects you, and help you decide what to do about it.

Space is very limited, please RSVP today: (904) 425-0943. See you there!

Update......  Thanks to everyone for coming to our Valentine's Double Date.  Here are a few pictures from the event.

Bring friends, it’s a double date! On Friday, February 11th, have lunch and enjoy a romantic piano and vocal performance with Tony DeSare. Tony is popular for his rat-packstyle songs, reminiscent of Frank Sinatra. Enjoy his performance at 11am, then have lunch with us after the show.

The performance begins at 11:00am. Please arrive at 10:30am. It will be held at Jacoby Hall in the Florida Times-Union Center downtown. Please bring $5 for parking and park across the street behind the Omni Hotel.

Please call to RSVP: (904) 425-0943

Update....  Thank you to all who came last night to our open house at San Jose Country Club!  A special thanks to those who brought guests!  We look forward to seeing you at February's event!!!!!

Join us and bring some friends to our January Open House! It’s a one-day- only event at San Jose Country Club on Thursday, January 27th at 5:30pm. There will be entertainment, socializing with other clients, and a chef-prepared buffet. We guarantee you’ll have a good time! Plus, you’ll take away some important information.

Our speaker for the evening will be Eric Stratton, President of Magdalein & Stratton. Eric has worked with over 600 Jacksonville retirees since co-founding Magdalein & Stratton, and is uniquely qualified to speak about the financial issues faced by today’s seniors.

January is the time to start looking at your taxes, and we’ll have our CPA, Adam Wolf, speaking with Eric about what to look for when preparing your taxes this year.

This is a referral-friendly event. We would love for you to come and bring friends who might also be interested in hearing how Magdalein & Stratton may be able to help them in retirement. Let us know how many will be in your party, and we’ll hold a table for you and your guests!

We encourage all of our clients to attend this event. We will be holding Open Houses each month, with a different topic every time, as a way to keep you up-to-date on financial news, learn how it affects you, and help you decide what to do about it.

Space is very limited, please RSVP today: (904) 425-0943. See you there!

UPDATE.....Thank you to all who attended our December Open House.  We hope everyone had a Merry Christmas and a Happy New Year.  See you in January!

Join us and bring some friends to our December Open House! It’s a one-day-only event at San Jose Country Club on December 2nd at 5:30pm. There will be entertainment, socializing with other clients, and a chef- prepared buffet. We guarantee you’ll have a good time! Plus, you’ll take away some important information.

Our speaker for the evening will be Eric Stratton, President of Magdalein & Stratton. Eric has worked with over 600 Jacksonville retirees since co-founding Magdalein & Stratton, and is uniquely qualified to speak about the financial issues faced by today’s seniors.

Our theme for this month is “Winter Wonderland!” We’ll have great food prepapred by the chef at San Jose Country Club, plus live Christmas music! Also, come dressed for photos! We’ll have a photographer on site taking pictures of all in attendance. We’ll be using the photos for a surprise gift at our upcoming Christmas Party!

This is a referral-friendly event. We would love for you to come and bring friends who might also be interested in hearing how Magdalein & Stratton may be able to help them in retirement. Let us know how many will be in your party, and we’ll hold a table for you and your guests.

We encourage all of our clients to attend this event. We will be holding Open Houses each month, with a different topic every time, as a way to keep you up-to-date on financial news, learn how it affects you, and help you decide what to do about it.

Space is very limited, please RSVP today: (904) 425-0943. See you there!