Upcoming Events

Special Needs Planning Webinar Series

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

DATE & TIME: July 1st 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: July 8th 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!