Sign Up for My
E-mail Newsletter

Stay informed on the latest financial security news you can use to help guide your future.

Refer a Friend

Do you know someone who might share your concerns about financial security?
 

Community Involvement

 

Steve actively supports Community Resources for People with Autism.

He is also an active member of The Special Needs Alliance.

 

Upcoming Events:

 

February 2010 Dalton- Community Resources for People with Autism Transition Fair. Steve will be present to answer your questions about financial and estate planning for families with special needs and considerations.

April 2010 Holyoke-Annual Conference of Community Resources for People with Autism.  Steve will be exhibiting Special Needs Planning information at this event.

August 2008- Community  Resources for People with Autism held Berkshire Bike Week, which is a unique course in riding a bicycle for children with special needs.  Throughout the week long session, the children learned the skills necessary to ride a bicycle without training wheels- a dream every child has.  Steve not only assisted the event through a personal donation, but obtained additional donations and assistance through some of his clients.   

March 2009 Pittsfield- Berkshire Disability Pride Day- Steve was available to answer questions to families and individuals impacted by disabilities in the company of 33 agencies and groups organized to provide services.

April 2009 Williamstown- Steve was on hand for questions about Special Needs Planning at the SPROUTTraveling Film Festival, featuring work by and about people with disabilities, and an art show of work by people with disabilities. 

October 2009- Steve attended NYSARC's 60th Annivesary Convention in Albany to increase awareness of the importance of Special Needs Planning. 

 January 2010 Dalton- Transition Seminar presentation by Steve and Ben Smith, local attorney.

 

Past Events: