Stephen Ehrens, CPA, CLTCFinancial Advisor |
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Office: 203-256-2162 1 Eliot Pl Ste 200 Refer a FriendDo you know someone who might share your concerns about financial security? Account AccessCalculatorsClient CenterAdvanced Planning
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Stephen Ehrens, CPA, CLTC: An Expert in Special Needs Planning
Financial Advisor Stephen Ehrens has made it his personal and professional goal to ensure that families look to their children's life "Beyond One Day at a Time" with knowledge, optimism, hope and confidence. As a Financial Professional and a passionate advocate for his child with special needs, Steve is uniquely positioned to guide parents through the process of developing a customized financial and life care plan for their child tailored to meet his/her future needs. Learn more about special needs families. Team Members: Jeannie St. Onge - Administrative Assistant Allan Alper -Strategic Employee Benefit Services Josh Miller - Director of Financial Security Support
Special Needs Workshops One of Steve's passions is to address special needs groups in Connecticut and New York to empower parents and caregivers on the value of developing a special needs trust life care plan.
Upcoming Events with Stephen Ehrens:
February 2011
Sunday, February 27th - New Jersey Yachad
Special Needs Conference and Resource Fair
Financial Planning Workshop with Stephen Ehrens
The Rosenbaum Yeshiva of North Jersey (YNJ)
River Edge, NJ 9:00AM - 2:30 PM
March 2011
Saturday, March 26th - Westchester ARC
Fifth Annual Family Resource Day - Exhibitor
Hawthorne, NY 9:00 AM - 1:00 PM
April 2011
Sunday, April 3rd - Navigating The Spectrum
Autism Information Fair - Exhibitor
Westchester County Center, White Plains, NY
11:00 AM - 3:00 PM
May 2011
Thursday, May 12th, 7-9PM-Wilton Library
Workshop: STEPPING UP TO THE FUTURE
A FREE Financial and Legal Planning Workshop
Benefitting Special Needs Families
RSVP: (203)-256-2148
OR Jeannie at renedda.stonge@nmfn.com
Monday, May 16th, 7-9PM - New Canaan Libray
Workshop: STEPPING UP TO THE FUTURE
A FREE Financial and Legal Planning Workshop
Benefitting Special Needs Families
RSVP: (203)-256-2148
OR Jeannie at renedda.stonge@nmfn.com
Please contact Steve for further information on this year's workshops and to find out how you can arrange for Steve to speak at your next organization's meeting or event.
My MissionMy mission is to meet with each family, one at a time, and ensure that their hopes and dreams of financial security will be achieved-as I have done for my own family. In my ten years of experience in helping numerous families, I believe I have developed unique solutions through meaningful relationships which have resulted in financial security. You can count on me to deliver a combination of products, services and support uniquely suited to your financial security needs. New Interactive 2009 Annual ReportManaging Your Money In A DownturnNorthwestern Mutual was recently featured in The New York Times Wealth Matters column, "Never Mind Your 401(k). How’s Your Insurance?" about the importance of managing risk in the current economic environment, and strategies that the wealthy use to manage not only their money but their overall well-being. Northwestern Mutual Executive Vice President Greg Oberland comments about how people should be rethinking and managing their insurance needs in a downturn. Read the article (PDF).
Community InvolvementPart of Steve Ehrens involvement in the community is working with special education PTA's, private schools, and other special needs organizations in planning special needs trust workshops. Steve always invites a highly respected estates and trust attorney to accompany him, in order to provide parents with the best legal advice when making future decisions for their special needs child. Steve has educated parents throughout Connecticut and New York addressing over 50 organizations i.e., special education PTA's in Wesport, Farmington, Wilton, Fairfield, Orange: JCC's of Stamford and New Haven; private schools i.e., The Grove School, Villa Maria, Westchester Exceptional School and The Foundation School etc.; public schools and organizations i.e., Abilis, Pilot House and Apraxia Group. Steve is part of The Bender Group which hosts a golf tournament annually for Special Olympics. They have just won the Northwestern Mutual Foundation 2010 Community Award for their support of Special Olympics. In Steve's endeavor to enlighten parents, he has received very positive feedback, including the following note from the Westchester Exceptional School, North Salem, New York: Dear Steve: We are deeply appreciative of the outstanding presentation that you and Adrienne (attorney) made at our school on May 8th. We have received enthusiastic expressions of gratitude from those parents who attended. The information that you provided and the manner in which you communicatedwas sensitively validated by your having a daughter with a developmental disability. We look forward to your return visit in 2009. Sincerely,
It has been my pleasure to work with Stephen Ehrens. For the last several years, we have combined our expertise by addressing special needs parent groups - empowering families and navigating their financial and legal planning for the future of a child with special needs. Steve has always displayed the utmost professionalism in his role, demonstrated a broad knowledge base and has been dedicated to helping families realize their financial security for the future. We are also committed to making a difference in the special needs professional community by co-sponsoring events which are forums for the exchange of new ideas and networking opportunities which will ultimately benefit our clients and the community as a whole.
Attorney Greta E. Solomon, Partner, Cohen and Wolf, P.C. Chair, Estates, Trust and Taxes
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© 2012, The Northwestern Mutual Life Insurance Company/Northwestern Mutual, Milwaukee, WI. All rights reserved. 720 East Wisconsin Avenue, Milwaukee, Wisconsin 53202-4797 - (414) 271-1444. Before you agree to receive financial planning services, please see complete information and disclosures in the NMIS Financial Planning Brochure (also called the ADV brochure) and review the terms of the NMIS Planning Engagement Agreement. These may be obtained from your Financial Advisor. Northwestern Mutual is the fleet name for The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM), and its subsidiaries. Northwestern Mutual Financial Network is the marketing name for the sales and distribution arm of Northwestern Mutual. Stephen Alan Ehrens is an Insurance Agent of NM (life insurance, annuities and disability income insurance) and Northwestern Long Term Care Insurance Company, Milwaukee, WI, a subsidiary of NM (long-term care insurance), and a Registered Representative and Investment Adviser Representative of Northwestern Mutual Investment Services, LLC, 285 Riverside Ave Ste 200, Westport, CT 06880-4800, 203-221-5200, a wholly-owned company of NM, broker-dealer, registered investment adviser and member FINRA (www.finra.org) and SIPC (www.sipc.org). NM and The Fairfield Financial Group are not broker-dealers or registered investment advisers. There may be instances when this agent represents insurance companies in addition to NM or its affiliates. The products and services referenced are offered and sold only by appropriately appointed and licensed entities and Network Representatives. Network Representatives and their staff might not represent all entities shown or provide all the services discussed on this Web site. Not all products and services are available in all states. Stephen Alan Ehrens is primarily licensed in Connecticut and may be licensed in other states. |
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