Center for Special Needs Planning

 

The MetLife Center for Special Needs Planning SM was established to help families plan for the financial future of their children or other dependents with special needs.

Launched in January 1998 as one of the first of its kind in the financial service industry, The MetLife Center for Special Needs Planning SM focuses on the concerns of families who have dependents with special needs. It offers a dedicated network of Special Needs Planners nationwide who provide customized financial solutions to meet families’ needs.

Planning for dependents with special needs can be complex, and every plan is unique to the family. This type of planning requires experience, knowledge, and access to resources.

 

Click on image below to download our Special Needs Planning Report

 


 

 

Special Needs Planning:

  • Helps families make wise choices for the future
  • Creates opportunities
  • Helps protect those who cannot protect themselves
  • Is unique to each family


Special Needs Planners are given extensive training on how to…

  • Preserve government benefits
  • Network on an individual and organizational basis within the special needs community
  • Provide special needs educational workshops
  • Fund Special Needs Trusts
  • Identify and coordinate a team of advisors and advocates including qualified attorneys, non-profits organizations and service providers

 

MetLife Premier Client Group, New York South's  associates are committed to helping families plan for their loved ones with special needs:

Douglas A. Vogel is a Financial Services Executive with MetLife and a Financial Services Representative with MetLife Securities Inc.  He is also a Special Needs Planner, with the MetLife Center for Special Needs Planning, a national network of planners dedicated to helping families plan for the future of their children or other dependents with Special Needs.  He was the co-founder of SNAP, Special Needs Advocate for Parents, a national non-profit public benefit corporation dedicated to improving the quality of life for children of all ages who have special needs and their parents or caregivers, by serving as a resource that empowers them through information, education advocacy and referrals. SNAP was acquired by United Cerebral Palsy (UCP) on July 9, 2008.  Vogel has authored numerous articles on advocacy and special needs estate planning and is nationally recognized as one of the leading professionals on estate planning for families with children or other dependents with special needs. He has been featured in many publications such as the New York Times, Bloomberg Wealth Manager, Forbes, The Special Parent, Reuters and CNN Money. Vogel has worked for over 25 years in the financial services industry. 

Vogel is a member of NORD, National Organization for Rare Disorders; Autism New Jersey and is a New Jersey Statewide Parent to Parent Volunteer.

Vogel received a BA in Political Science from The Citadel, The Military College of South Carolina, in Charleston, SC.  He resides in Mendham, New Jersey with his wife and two daughters, both of whom have special needs.

 

 

Anthony R. Calabrese is a Financial Services Representative with MetLife and a Registered Representative with MetLife Securities Inc. Anthony is also a Special Needs Planner with the MetLife Center For Special Needs Planning, a national network of planners that aids in the planning for families with Special Needs children or dependents, so they may maintain a lifetime quality of life.

Mr. Calabrese is highly recognized in our area as one of the leading professionals on estate planning for special needs children & dependents. He has been quoted in a NY Times full page article for special needs planning, appeared on NY One & S/I Cable TV numerous times discussing the steps families need to take in order to secure their children’s or dependent’s future & protect government benefits. He also conducts Special Needs Workshops that are open to any family in need of information & also for special needs organizations & schools such as The Autism Foundation of NY, AHRC, Eden 11, The Grace Foundation, Community Resources, FRAXA, V.O.A. The Hungerford School, Parent to Parent, SIDDC, U.C.P., PS37, PS372, PS373, PS58, PS25R, PS225 & others, in which he is voluntarily involved with throughout the year.

Mr. Calabrese attended the University of Maryland, and was a member of the United States Air Force for 6 years. He is a board member of Richmond Home Health Care Services and the Staten Island Developmental Disabilities Council. He is also President of the Elmwood Park111 Condo Association and is now on the Elmwood Park Home Owners Association Board. He lives in Staten Island, New York with his wife Susan. Between them, they have 5 children & 3 grandchildren.

 

Cory Weiser, CIMA®, CRPC®, CMFC®, MBA

Financial Services Representative

Cory Weiser is a Financial Services Representaitve with MetLife and a Special Needs Planner, with the MetLife Center for Special Needs Planning, a national network of planners dedicated to helping families plan for the future of their children or other dependents with Special Needs.

  • CIMA ® Designation, Certified Investment Management Analyst, is the only credential designed specifically for financial professionals who want to attain a level of competency in providing investment advice. The CIMA professional integrates a complex body of investment knowledge to provide objective investment advice and guidance to individuals and institutions. That knowledge is applied systematically and ethically to assist clients in making prudent investment decisions.
  • CRPC®  Designation, Chartered Retirement Planning Counselor, it is administered through the College for Financial Planning, which was established in 1972. The course focuses on pre- and post-retirement needs, asset management, estate planning and the entire retirement planning process.
  • CMFC®   Designation , Chartered Mutual Fund Counselor, Is a professional designation awarded by the College for Financial Planning to financial services professionals who complete a study program and pass an exam covering mutual fund topics. The CMFC®   program was developed in conjunction with the Investment Company Institute and is the only mutual fund designation recognized in the financial services industry. The study program to become a CMFC®   covers types and characteristics of open and closed-end funds, other packaged investment products, risk and return, asset allocation, selecting a mutual fund for a client, retirement planning and professional conduct.

 Weiser obtained an undergraduate dregree in Finance and Computer Information Systems from Rider University. He also recieved a MBA from Rider University with a concentration in Entrepreneurship. Weiser has worked for over 12 years in the financial services industry. He resides in New Jersey with this wife Julie and their 5 year old son, Emryk.