Past 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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Planning for Individuals with Special Needs Webinar

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, join Mark 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 shares 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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Webinar Series Session 1: Having A Loved One with Special Needs- Facing the Giants

In session 1 of a five-part series, 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.

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

In session 2 of a five-part series, 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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Webinar Series Session 3: Having A Loved One with Special Needs- ABLE Accounts and Special Needs Trusts

In session 3 of a five-part series, 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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Webinar Series Session 4: Having A Loved One with Special Needs- Guardianship, Advocacy, and Alternatives to Guardianship

In session 4 of a five-part series, 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.

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

In the final session of a five-part series, we will discuss the benefits of integrating ABLE 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.