Stephen Ehrens, Expert in Special Needs Financial Planning

 Based in Fairfield, CT, Stephen Ehrens specializes in financial planning for families with children who have special needs. As a Wealth Management Advisor and a passionate advocate for his child with special needs, Stephen is uniquely positioned to guide parents through the process of developing a customized financial and estate plan for their child tailored to meet the child's future needs. Stephen has made it his personal and professional goal to ensure that families look 'beyond one day at a time' with knowledge, optimism, hope, and confidence, knowing that their child's future is not left to chance.


Special Needs Planning Kit

To obtain a Special Needs Planning Kit, please click on the CONTACT ME tab and request your Kit today!


Special Needs Workshops and Webinars 

View Steve's Calendar of Events to find an upcoming workshop or webinar.

Steve Ehrens
One of Steve's passions is to address special needs groups in Connecticut, New York and New Jersey to help empower parents and caregivers on the value of developing a special needs trust life care plan.

Steve works with special education PTA's, private schools, and other special needs organizations in planning special needs trust workshops and webinars. Steve invites a highly respected estate planning attorney to accompany him, in order to provide parents with the best legal advice when making future decisions for their special needs child.







November 10th 2014 at  7PM

Special guest Lawrence Berliner, Special Education Law

Please see MY EVENT calendar for more details



May 7th, 2014 at 10AM

Special guest Alan Day, Special Needs Vacation Expert, ASD Vacations LLC

Please see MY EVENT calendar for more details



April 9th, 2014 at 7PM

Special guest Monica Schlessinger Smyth, Family Resources Support, Abilis Inc.

Please see MY EVENT calendar for more details



March 26, 2014 at 10AM

Special guest Linda Rogen, Director of Programs and Services, Vista Vocational and Life Skills Center

Please see MY EVENT calendar for more details



February 5, 2014 at 10AM

Special Guest is Dr. Leonaura Rhodes, Health and Happiness Coach, Author, Neuroscience Expert, Physician

Please see MY EVENT calendar for more details



Maplebrook School Foundation

142 New York 22

Amenia, NY 12501

Please see MY EVENT calendar for more details.



October 9, 2013 at 7:30PM

Ann Koerner, National Care Advisors, is my Special Guest

Please see My Events for further details.



OCTOBER 23, 2013 at 7:00PM

Dr. Christopher Bogart of Southfield Center in Darien, CT is my Special Guest

Please see MY EVENTS for further details.



Northwestern Mutual Special Needs Resources and Tools

Additional Online Resources


Stephen Ehrens, CPA

Wealth Management Advisor

2015 Dividend Announcement

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