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:

Financial Planning for the Future of Your Child

Date:

Friday, April 27, 2018
8:15 AM - 10:45 AM

Location: Villa Maria School
161 Sky Meadow Drive
Stamford, CT 06903

Please see MY EVENT calendar for more details

PAST WORKSHOPS:

Date:

Saturday, April 7, 2018
9:15 AM - 10:30 AM & 10:30 AM - 12PM

Location: Maplebrook School
5142 NY-22
Amenia, NY 12501

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.

If you live for it, we’ll help you plan for it.

See what our version of financial planning looks like.

Learn More

Good News for Our Clients

In 2018, we expect to again lead the industry in total dividends paid to our clients. Read more.

Northwestern Mutual’s Awards & Accolades

We win a lot of awards. Some things you’d expect. Others might surprise you. Take a look.

 

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