Wednesday, April 6, 2011

Special Needs Planning Made Simple In A Complex World

Speakers: Michael Sanders, Stuart Flaum, Sheryl Frishman
Date: Tuesday, May 3 Time: 7:00 - 9:30 pm
Location: Washington Engine Fire Company, Opp. Bldg. #150 130 White Plains Rd / Rte 119, Tarrytown, NY 10591

Michael Sanders, President, Clark Dodge Asset Management, Stuart Flaum, Managing Director, AXA and Sheryl Frishman, Esq. will each share the importance of planning and preserving for the future and how families can avoid major pitfalls financially and legally. As President of Clark Dodge Asset Management, Michael Sanders brings more than 19 years of investment management experience to his roles as principal and chief investment officer. Mike is passionate about helping families to plan for their future and has been extremely instrumental in guiding families with special needs through comprehensive planning.
Prior to Clark Dodge, Mr. Sanders was Managing Director and Director of Sales with Gerstein Fisher & Associates where he was responsible for the Client Advisory and Business Development teams. During his tenure from 2004 to 2010, the firm tripled its assets under management and was ranked as one of the leading independent investment advisory firms in New York. Mr. Sanders previously worked for two of the oldest firms on Wall Street. From 1999 to 2004 he was a Vice President at Stein Roe Investment Counsel and from 1992 to 1999 he was Vice President and Investment Officer for J. & W. Seligman & Company. Mr. Sanders earned his BS in Business Administration from the State University of New York at Buffalo and an MBA from Long Island University's CW Post Campus. He is Series 65 licensed. He serves as Treasurer of the Byram Hills Education Foundation in Armonk, NY where he lives with his wife and four children.

Stuart Flaum is the Managing Director of the Special Needs Family Planning Group at AXA Advisors which educates and empowers families in which an individual has a disability through unique long- term health, financial and estate planning strategies. Stuart serves on the board of the following organizations: Parent to Parent of New York State, National Autism Association New York Metro, and The Devereux Glenholme School in Washington, CT. He is on the advisory board of Strokes of Genius, an international exhibition of savants and artists on the spectrum. In addition, Stuart is the Autism Speaks NYC Walk Co-chair and founder of the Disabilities Leadership Council.

Sheryl Frishman, Esq. is of Counsel to the law firm of Littman Krooks LLP. Prior to joining Littman Krooks, Sheryl was a partner in the law offices of Frishman & Faber, P.C. a practice devoted entirely to the advocacy and life planning needs of children and adults with disabilities and their families. Previously, Sheryl was the senior associate attorney at a prominent New York law firm where she managed their Elder Law Department. She has served numerous times as court evaluator, guardian, guardian ad litem, and court appointed counsel for incapacitated persons in New York State Supreme Court and Surrogate's Court.
Currently, she serves as President of the Board of Directors of Westchester Arc the largest agency serving people with developmental disabilities and their families in Westchester County. Sheryl also serves on the Board of Governors and Legal Committee of NYSARC Inc., is on the advisory board for the WIHD Autism Expansion Grant, the fundraising Board of Directors for S.A.I.L. at Ferncliff Manor, and serves on the Family Support Services Council of the Hudson Valley Developmental Disabilities Services Office. Sheryl is an active member of many other organizations in the disability and legal community and has been instrumental in developing and implementing programs in the Hudson Valley for people with disabilities and their families. She speaks regularly and conducts workshops for professional and family organizations in the areas of special education law and life planning in addition to authoring articles on these topics. Sheryl has been the recipient of many awards and honors for her work in the special needs community, including recently being named one of Westchester County's "40 under 40 Rising Stars" by the Business Counsel of Westchester. Sheryl is also a co-host of the Family Network TV show "It's a Matter of Law", a show that covers all legal aspects of having a child with special needs. Sheryl received her B.S. from Union College, and her J.D. from Cardozo Law School of Yeshiva University. Sheryl is the mother of three children, one of whom has Autism.

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