Upcoming Events

General Webinars

4 Tax Hazards to Overcome in 2021 presented by Russell Investments

DATE & TIME: September 15th at 11:00am CST

LOCATION: Zoom Session

EVENT DESCRIPTION: With the new administration in Washington D.C., there will be much discussion around possible tax increases and changes to the tax code. But even without any changes, we know that taxes can be a serious headwind to investment returns. Given the historic government stimulus packages pumped into the pandemic-hit economy, it seems unlikely that taxes are going down. Taxes matter and can be managed. Join Mark & Michael as he discusses some important considerations around investing NQ assets and taxes in 2021.

Register Today!

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. AR Insurance License # 7487012. Neither TSG Financial Strategies, NYLIFE Securities LLC and its affiliates, nor its representatives, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions. Russell Investments is independently owned and operated from both TSG Financial Strategies LLC and Eagle Strategies LLC. The views presented are those of Russell Investments and its employees and are not intended as investment advice or recommendations. The views of Russell Investments and its employees don’t necessarily reflect the views and opinions of either TSG Financial Strategies LLC or Eagle Strategies LLC or its affiliates. This material and presentation is for informational purposes only. Investors should consult with their own financial planning professional before taking any related planning action. Past investment performance is no guarantee of future results.

Special Needs Planning Webinar Series

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

DATE & TIME: September 30th 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: October 7th 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- ABLE Accounts and Special Needs Trusts

DATE & TIME: October 14th 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 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.

Register Today!

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. 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: October 21st 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: October 28th 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 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.

Register Today!

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. 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!