Upcoming Events

Special Needs Planning Webinar Series

Session 1: Having A Loved One with Special Needs- Facing the Giants

DATE & TIME: February 25th at 12:00pm CST

LOCATION: Zoom Session

EVENT DESCRIPTION: In 2013, Mark Stratton and his wife Austin were handed some of the most challenging news of their life, "Your daughter has special needs." As someone who can relate on a personal level, we sincerely hope you will join us to learn more about emotional and practical considerations in being an advocate for your loved one. During this event, Mark and his wife Austin will share about their experience, the emotions they encountered, as well as some of the practical steps they took that may help you better meet the unique needs and challenges of your family.

Register Today!

This educational webinar and sales presentation is for informational purposes only. Mark Stratton, Registered Representative offering securities through NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency, 972-387-2929. Financial adviser offering investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. TSG Financial Strategies, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates. TSG Financial Strategies LLC and Eagle Strategies LLC and its affiliates do not provide tax or legal advice. M, Stratton AR Insurance License #7487012.

Session 2: Having A Loved One with Special Needs- Planning Considerations for Families

DATE & TIME: March 4th at 12:00pm CST

LOCATION: Zoom Session

EVENT DESCRIPTION: In 2013, Mark Stratton and his wife Austin were handed some of the most challenging news of their life, "Your daughter has special needs." As someone who can relate on a personal level, we sincerely hope you will join us for this session to learn more about balancing the cost of medical care and the struggle of being an advocate for your loved one. During this event, Mark will share his experience in how to avoid some of the pitfalls, as well as some of the planning strategies and techniques that can help leverage your resources to provide for the needs of your family.

Register Today!

This educational webinar and sales presentation is for informational purposes only. Mark Stratton, Registered Representative offering securities through NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency, 972-387-2929. Financial adviser offering investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. TSG Financial Strategies, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates. TSG Financial Strategies LLC and Eagle Strategies LLC and its affiliates do not provide tax or legal advice. M, Stratton AR Insurance License #7487012.

Session 3: Having A Loved One with Special Needs- Related Accounts and Special Needs Trusts

DATE & TIME: March 11th at 12:00pm CST

LOCATION: Zoom Session

EVENT DESCRIPTION: In 2013, Mark Stratton and his wife Austin when they received the most challenging news of their life, "Your daughter has special needs." As someone who can relate on a personal level, we sincerely hope you will join us for this session where we will dig deeper into related accounts and Special Needs Trusts. During this event, Mark will share his experience in how to avoid some of the pitfalls, as well as some of the planning strategies and techniques that can help leverage your resources to provide for the needs of your family.

Register Today!

This educational webinar and sales presentation is for informational purposes only. Mark Stratton, Registered Representative offering securities through NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency, 972-387-2929. Financial adviser offering investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. TSG Financial Strategies, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates. TSG Financial Strategies LLC and Eagle Strategies LLC and its affiliates do not provide tax or legal advice. M, Stratton AR Insurance License #7487012.

Session 4: Having A Loved One with Special Needs- Guardianship, Advocacy, and Alternatives to Guardianship

DATE & TIME: March 18th at 12:00pm CST

LOCATION: Zoom Session

EVENT DESCRIPTION: In 2013, Mark Stratton and his wife Austin were handed some of the most challenging news of their life, "Your daughter has special needs." As someone who can relate on a personal level, we sincerely hope you will join us for this session to learn more about Guardianship, Advocacy, and other alternatives to help your loved one with special needs. During this event, Mark will share his experience of how to avoid some of the pitfalls, as well as some of the planning strategies and techniques that can help leverage your resources to provide for the needs of your family.

Register Today!

This educational webinar and sales presentation is for informational purposes only. Mark Stratton, Registered Representative offering securities through NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency, 972-387-2929. Financial adviser offering investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. TSG Financial Strategies, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates. TSG Financial Strategies LLC and Eagle Strategies LLC and its affiliates do not provide tax or legal advice. M, Stratton AR Insurance License #7487012.

Session 5: Having A Loved One with Special Needs- The Importance of Planning

DATE & TIME: March 25th at 12:00pm CST

LOCATION: Zoom Session

EVENT DESCRIPTION: In 2013, Mark Stratton and his wife Austin were handed some of the most challenging news of their life, "Your daughter has special needs." As someone who can relate on a personal level, we sincerely hope you will join us for this session where we will discuss the benefits of integrating related accounts, Special Needs Trusts, and various other techniques that can preserve valuable resources for your loved one. During this event, Mark will share his experience in how to avoid some of the pitfalls, as well as illustrate how planning strategies and techniques can help leverage your resources to provide for the needs of your family.

Register Today!

This educational webinar and sales presentation is for informational purposes only. Mark Stratton, Registered Representative offering securities through NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency, 972-387-2929. Financial adviser offering investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. TSG Financial Strategies, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates. TSG Financial Strategies LLC and Eagle Strategies LLC and its affiliates do not provide tax or legal advice. M, Stratton AR Insurance License #7487012.

Upcoming Events For The Year

We are currently working on scheduling more events. Check back for updates!