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.
Notify me when a new event is scheduled
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.
Notify me when a new event is scheduled
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.
Notify me when a new event is scheduled
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..
Notify me when a new event is scheduled
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.
Notify me when a new event is scheduled
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.
Notify me when a new event is scheduled
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.
Notify me when a new event is scheduled
