Upcoming Events

Don't Let the Tax Bug Bite Webinar

It’s hard enough to accumulate wealth as it is, but when you have your wealth eroded by taxes and other forces outside of your control, it becomes even harder. During this event we will discuss strategies that can potentially help mitigate the drag taxes can have on growing your wealth. Join us to learn more on how to efficiently grow your wealth and keep more of what you earn.

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

Join us for session 1 of a special four-part special needs planning webinar series where we will discuss the emotional and practical considerations in being an advocate for your loved one. During this event, Mark and his wife Austin will share their personal 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.

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

Join us for session 2 of a special four-part special needs planning webinar series where you will 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.

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Having a Loved One with Special Needs - Session 3: ABLE Accounts and Special Needs Trusts

Join us for session 3 of a special four-part special needs planning webinar series where we will dig deeper into ABLE 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.

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Having a Loved One with Special Needs - Session 4: Integrating Your Planning with Your Special Needs Planning

Join us for our last session of a special four-part special needs planning webinar series where you will learn about 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.

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This material references 529 ABLE accounts, which are available through state sponsored programs. Please check with the applicable state programs for information on qualified expenses, eligibility, and contribution limits. Neither New York Life Insurance Company nor its agents offer these products or provide guidance on the investment options. Please seek guidance from the individual state programs regarding repayment from the Able account at the beneficiary’s death for the cost of care covered by Medicaid and the possible loss of SSI benefits due to a high account balance. These educational webinars and sales presentations are 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.