Stephen Alan Ehrens, CPA

Wealth Management Advisor

Stephen Ehrens, Expert in Special Needs Financial Planning

Based in Fairfield Connecticut, 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 families.
 
A plan tailored to meet their child's future needs, ensuring that families look beyond one day at a time empowered with knowledge, optimism and the confidence knowing 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.

 

 

 

 

 

 

 

 

Please see MY EVENT calendar for more details

UPCOMING WORKSHOPS:

 

Special Needs Trusts or ABLE accounts

Date:       Wednesday  Feb 26, 2020 6pm

Location: WInston Prep School

                 57 West Rocks Road

                 Norwalk CT

 

 

 

       

 

 

Northwestern Mutual Special Needs Resources and Tools

 


Additional Online Resources

 

In December 2014, President Obama signed into law the Achieving a Better Life Experience (ABLE) Act. The ABLE Act allows individuals to set up a tax-deferred account to save funds for the future benefit of a person with disabilities without having to give up eligibility for certain government benefits.  Assets of up to $100,000 may be held in a 529-ABLE account without risking eligibility for certain government programs. The 529-ABLE accounts, similar to 529 College Savings Plan accounts, will allow for earnings to grow and be distributed free from federal taxes as long as the funds are used to pay for qualified expenses like education, health care, transportation, housing, and a few other allowable expenses. While the new law changes federal tax code to allow for these types of accounts, the accounts will be operated by states and will become available when states put the new regulations into action.  Northwestern Mutual continues to monitor the offering of these accounts through states and will provide updates on 529-ABLE accounts availability as there are developments.

How a Bigger Home Affects Your Budget

Upsizing your home means you’ll have more room to entertain, store your stuff and grow your family — but you’ll also have higher expenses. Read More

Questions to Ask a Wealth Manager

If you’re in the market for wealth management services, here are five tips to help you prepare so you can find the right fit. Read more here.

What Is the Difference Between Budgeting and Financial Planning?

Understanding the key differences between the two can give you a clearer picture of how to reach your goals. Read more here.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck