Our Workshops

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Special Needs: Planning for the Future

We often receive questions about future planning for children with disabilities from parents, relatives, and health care providers. If you are the parent or guardian of a child with special needs, you need to educate yourself about the many options available. It is never too early to start planning for your child's future. 

How can you ensure that your child receives appropriate therapies and medical treatments? How can you present the nature of your child's disabilities and needs to those who may care for them without "scaring" them away? How can you find appropriate caregivers who will carry out your wishes and respect your child's goals, dreams and life expectations? In this workshop we will address these issues, as well as:

  • What you need to know about living arrangements, wills, trusts, guardianship and other estate planning issues.
  • Trusts, including special needs trusts and how they differ from other types of trusts. 
  • Guardianship issues.
  • Advance medical directives.
  • How to create a sound financial plan for your special needs child.

Tax Savings Strategies for Families with Medical Issues

Attendees will discuss tax savings strategies that are often overlooked by individuals and professional preparers alike, including:

Health Savings Accounts, other tax-favored health plans, and Dependent Care plans.

  • How much can you deduct for long term care premiums and expenses?
  • How to make the nondeductible deductible?
  • What are impairment-related work expenses?
  • What capital expenses for improving your home can be deducted?
  • What medical expenses can you include this year?
About the presenters: Christopher Waddell, CFP®, and Theresa Waddell, CPA* together have more than 50 year's financial experience. They regularly appear in TV and print media including Business Week, CNBC, Comcast CNN, Financial Planning, and Wealth Manager. Christopher is president of the Arlington Special Education PTA. Theresa is past president of the Northern Chapter of the Virginia Society of CPAs. Their family with three boys, two of whom have Autism, was featured on ABC World News Tonight and in the Washington Post. *CPA services are provided by Theresa Waddell and are not provided by Raymond James.
Our Workshops
  • AOL
  • Arc of Prince William County, Circle of Support
  • Arlington Public Schools Family Network
  • Auburn School
  • Booz, Allen, Hamilton
  • Center for Autism & Related Disorders, Kennedy Krieger Institute
  • District of Columbia Department of Finance & Revenue
  • District of Columbia Department of Human Services
  • Eddie's Club
  • Federal Communications Commission
  • Freddie Mac
  • Georgetown University
  • Georgetown University Alumni Association
  • Life With Cancer, INOVA Hospital
  • McLean Bible Church, Accessibility Summit
  • Northern Virginia Society of CPA's
  • Parents of Autistic Children, Northern Virginia
  • Prince William County Transition Fair
  • Red Cross, Montgomery County Chapter
  • Smithsonian Institution
  • Special Education Partners
  • Talk About Curing Autism
  • United States House of Representatives, Office of Employee Assistance