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 Oct 23, 2019
6:30pm-8pm

Location: 

Wilton Transition Fair

Wilton High School

395 Danbury RD
Wilton, CT

 

Special Needs Trusts or ABLE accounts

Date:

Tues Oct 29, 2019
6:30pm- 8pm

Location:

The Westport Library
20 Jesup Road RM216

Westport, CT 06880

 

Special Needs Trusts or ABLE accounts

Date:

Thursday Nov 7th 2019
6:30pm-8pm

Location:

YAI

677 White Plains Rd

Tarrytown NY 10591

 

Special Needs Trusts or ABLE accounts

Date:       Wednesday  Feb 26, 2019 6pm

Location: WInston Prep School

                 57 West Rocks Road

                 Norwalk CT

         

Please see MY EVENT calendar for more details

PAST 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

 

 

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.

The Fed Lowers Interest Rates Again

Here’s our take on the Fed’s decision to lower its key interest rate by a quarter point. Read more.

4 Essential Lifestyle Factors That Can Help You Prepare for Retirement

To enjoy a full, healthy retirement, consider these four essential lifestyle factors and how you'll plan for them. Read more.

Is Grad School Worth It? Questions to Ask Yourself Before Applying

The decision is as much a financial as an educational one. Read more.

 

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