Michael Beloff, CFP®, ChSNC®, CAP®, RICP®

CONNECT

Address:

2975 Westchester Ave, Suite 418
Purchase, NY 10577

Phone:

(914) 607-2241

Fax/Other:

(914) 437-7068

Workshops and Events

Available special needs planning workshops include:

  • Life Planning: A Primer for Families With Special Needs Children. This workshop is an introduction to the main planning questions facing special needs families. Topics covered include guardianship, housing, government benefits, qualifying for state services and estate planning, including special needs trusts and letters of intent.
  • Government Benefits for Special Needs Families. This workshop is designed to help special needs families reach a greater understanding of some of the different government benefits available. These benefits are discussed in detail in clear, concise language, including how to qualify for, and the differences between, Supplemental Security Income (SSI), Medicaid, Social Security Disability Income (SSDI) and Medicare.

Upcoming workshops include:

Government Benefits for Special Needs Families
Tuesday May 14 at 6 pm
Sponsor: CT Family Support Network
Three Rivers Community College, 574 New London Turnpike, Norwich, CT

Government Benefits for Special Needs Families
Thursday May 16 at 7 pm
Sponsor: Newtown SEPTO
Newtown High School, 12 Berkshire Road, Sandy Hook, CT

Government Benefits for Special Needs Families
Tuesday May 21 at 6 pm
Sponsor: Transition CT
169 Monroe Turnpike, Monroe, CT

To schedule a workshop please contact me at mbeloff@stratoswm.com.

Recent workshops include:

Government Benefits for Special Needs Families
January 17, 2019 in Westport, CT sponsored by Lower Fairfield County Families for Families

Government Benefits for Special Needs Families
February 23, 2019 in New Haven, CT sponsored Chapel Haven

Government Benefits for Special Needs Families
March 20, 2019 in Trumbull, CT sponsored by Cooperative Educational Services

Government Benefits for Special Needs Families
March 20, 2019 in Trumbull, CT sponsored by Cooperative Educational Services

Government Benefits for Special Needs Families
March 21, 2019 in Danbury sponsored by WeCahr

Life Planning: A Primer for Special Needs Families
March 26, 2019 in Newington sponsored by CT Familiy Support Network

Government Benefits for Special Needs Families
April 9, 2019 in Vernon, CT sponsored by East of River SEPTO

Supports for Persons with ID/D Panel
April 10, 2019 in Woodbridge sponsored by Amity Regional School District

There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes.  The purchase of certain securities may be required to effect some of the strategies.  Investing involves risks including possible loss of principal.