Stephen Ehrens, CPA, CLTCFinancial Advisor |
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Office: 203-256-2162 1 Eliot Pl Ste 200 My Networks
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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. 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 2012 Wednesday, February 8th– The Southfield Center for Development, 85 Old Kings Highway North, Darien RSVP to Christi Zacarola, 203-202-7654, christi.zacarola@southfieldcenter.com Wednesday, February 8, 7:00 pm – 8:30 pm? Financial Framework for Special Needs Families: Step-by-Step Planning for the Future ?The financial planning for the future of a child with special needs can be daunting for families just trying to master everyday challenges. How can you ensure that your child will have a financially secure life when you are no longer able to be the primary caregiver? Stephen Ehrens, CPA, CLTC, and Financial Advisor with Northwestern Mutual, has extensive experience with special needs planning and will share what you need to know to create your child's future life care plan. Parents, grandparents, and caregivers will learn about: financial solutions to meet their family goals and expectations, using Special Needs Trusts to make informed decisions, the importance of enlisting a team of experts, how to compose a letter of intent, and tax guidelines for special needs families. Case studies will beincluded. Saturday, February 18th –Maplebrook School, Armenia, New York Financial Framework for Special Needs Families: Step-by-Step Planning for the Future: Financial Planning Workshops, 9:15am or 10:30am For more information, contact : Lori Hale - Asst. Head of School 845-373-9511 Ext. 256 https://www.facebook.com/MaplebrookSchool
March 2012 Saturday, March 3- Westchester ARC Sixth Annual Family Resource Day- Exhibitor Hawthorne, NY 9:00 AM - 1:00 PM Contact: Lori Sandoval@ (914) 495-4563 or lsandoval@westchesterarc.org
Wednesday, March 14th CES Trumbull, CT Fair and Talk Stephen Ehrens is one of the speakers and will give a Financial Planning Workshop 5:30 – 7:30pm Contact: Margo Sheldon: sheldonm@ces.k12.ct.us
Tuesday, March 27th Westport Adult Ed, Staples High School Room 2048, 7-9pm Financial and Legal Planning Workshop with special guest: Attorney Greta Solomon, Principal, Cohen and Wolf For more information, call: (203) 341-1209
April 2012 Monday, April 9th – Winston Preparatory, Norwalk, 7-9pm Financial Planning Workshop contact: Beth Sugerman, Exec Director:203-229-0465 Thursday, April 19th– Aaron Academy, New York City Financial Planning Workshop, 6-7:30pm For more information, call: (212) 867-5443 42 East 30th Street, New York, New York 10016 Tuesday, April 24th – Westport Adult Ed, Staples High School, Room 2048, 7-9pm Financial and Legal Planning Workshop with special guest: Attorney Greta Solomon, Principal, Cohen and Wolf For more information, call: (203) 341-1209 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 Mission My 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 Report
Managing 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.
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FORTUNE® magazine asked experts to choose the “
Parents of children with special needs are faced with extraordinary challenges every day of their lives. Looking "Beyond One Day at a Time", however, will help ensure that the quality of life parents have envisioned for their children, if they are no longer able to care for their loved ones, will continue and thrive. Being prepared, setting goals for the future and understanding what it takes to achieve those goals are imperative to your family's future-and will make a world of difference. 
