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.
Savvy Social Security Planning: What Baby Boomers Need to Know to Maximize Retirement Income
Baby boomers want to know: Will Social Security be there for us? We've been told for years that the system is "going broke." Is this really true? In this workshop, we will address these questions, and others such as:
How much can you expect to receive?
When should you apply for benefits?
Five ways to maximize your Social Security benefits by knowing the rules and making smart decisions.
Will Social Security be enough to retire on, and if not, how to coordinate your Social Security benefits with the rest of your retirement income plan.
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?
Retirement Planning Today®
Marymount University, Arlington, VA.
Due to recent tax law changes, an uncertain future for Social Security and the shift toward employee-directed retirement plans, the need for sound financial strategies has never been greater. In straightforward language, this class explains time-tested strategies that help you to make informed financial decisions. Whether your objective is to build a nest egg, protect your assets or preserve your lifestyle throughout retirement, this course helps you plan your future with confidence.
Attendees will learn how to:
- Determine the amount of money you need to retire
- Create your own goals for a “successful retirement”
- Eliminate debt and improve cash flow
- Properly convert your IRA to a Roth IRA
- Select the retirement plan distribution choice that is right for you
- Plan your retirement income to preserve a comfortable standard of living
- Transfer the risk of potential financial losses before or during retirement
- Reduce or eliminate taxes, expenses, delays, and legal challenges with estate planning
Dates, Times, and Locations:
Thursday, October 20th & 27th, 2011, or 6:30 - 9:30 pm, Arlington, VA 22201
Saturday, October 15th & 22nd 25, 2011 (two sessions) (two sessions) 9:30 am- 12:30 pm
Arlington, VA 22201
Online registration ($49 fee):
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Eddie's Club, Inc.
Sunday, November 6, 2011 from 2-4PM Eddie's Club Springfield, VA will host Special Needs: Planning for the Future presented by Christopher Waddell, CFP.
Saturday, November 5, 2011 The Arc of Great Prince William Circle of Support at Hylton High School 14051 Spriggs Road, Woodbridge, VA will host Financial and Tax Saving Strategies at 10:30- 11:45AM presented by Christopher Waddell, CFP and Taking Care of Business, Legally and Financially at 12:45-2PM presented by Theresa Waddell, CPA
Thursday, October 20, 2011 12-1PM Booz Allen Hamilton 8255 Greeensboro Dr McLean VA will host Special Needs: Planning for the Future for it's employees presented by Christopher Waddell, CFP and Theresa Waddell, CPA.
Wednesday October 19, 2011 12-1PM Freddie Mac 8200 Jones Branch Road, McLean VA will host Special Needs: Planning for the Future for its employees presented by Christopher Waddell, CFP and Theresa Waddell, CPA.
Thursday June 16, 2011 7-8:30PM Life with Cancer- INOVA Hospital 8411 Pennell St Fairfax VA will host Tax Savings Strategies for Individuals with Significant Medical Expenses presented by Christopher Waddell, CFP.
Thursday, May 12, 2011 12-1PM AOL - 22000 America On Line 22000 AOL Way, Dulles, VA will host Special Needs: Planning for the Future for its employees, presented by Christopher Waddell, CFP.
Tuesday March 22, 2011 Life with Cancer - INOVA Hospital 8411 Pennell St, Fairfax, VA will host Tax Savings Strategies for Families with Medical Issues presented by Christopher Waddell, CFP.
Tuesday February 24, 2011 Arlington Public Schools Family Network 7-8:30PM Williamsburg Middle School, Arlington VA will host Tax Savings Strategies for Families with Medical Issues presented by Christopher Waddell, CFP
Thursday, January 20, 20116:30-8:30pm The Auburn School Silver Spring Campus 9545 Georgia Avenue Silver Spring, MD 20910 will host Financial Planning and Tax Savings Strategies for families with Autism, presented by Christopher Waddell, CFP and Theresa Waddell, CPA.
Thursday, January 13, 20117-9pm. TACA TalkAboutCuringAutism.org - will host Special Needs: Planning For the Future presented by Christopher Waddell, CFP at the Bethesda Library 7400 Arlington Road Bethesda, MD 20814
Ongoing.Christopher Waddell, CFP, and Theresa Waddell, CPA, present workshops on Financial Planning and Tax Savings Strategies for Families with Medical Issues.Upcoming Workshops.
Saturday, February 20, 2010. 12:30 - 4:00 p.m.
Tax Savings Strategies and Guardianship Issues (two sessions)
Prince William County 11th Annual Transition Fair
Osbourn Park High School, 89009 Euclid Avenue, Manassas, VA 20111
(register directly with Prince William County at 703-791-8354 voice or 703-791-8847 TDD, or email holinkdl@pwcs.edu or cashinle@pwcs.edu)
Tuesday, November 17, 2009. 7:00 - 9:30 p.m.
"THAT'S DEDUCTIBLE?!? For Families of Children with Disabilities"
Special Education Partners
Christ Church, 8285 Glen Eagles Lane, Fairfax Station, VA 22039
($10 fee payable at the door to Special Education Partners for cost of materials)
Tuesday, November 17, 2009. 5:30 - 6:30 p.m.
"Maximizing Tax Savings in Employee Benefit Plans and other Medical Expenses"
Fairview Park Marriott, 3111 Fairview Park Drive, Falls Church, VA 22042
(open to NCVSCPA members and guests, 1.0 hour of CPA CPE credit)
Saturday, November 7, 2009. 9:30 - 11:30 a.m.
Georgetown University - Clarendon Campus
3101 Clarendon Blvd, Suite 200, Arlington, VA 22201
(open to Georgetown University alumni, faculty, and staff only)
Monday, October 26, 2009, 11 a.m. - 12 p.m.
8283 Greensboro Drive, McLean, VA 22181
(open to Booz Allen Hamilton employees only)
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About the presenters:
Christopher Waddell, CFP®, and Theresa Waddell, CPA* together have more than 40 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 past president of the Autism Society of Northern Virginia. 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.
Please RSVP with the date of the event and the number of attendees (in the Notes section) by completing the Contact Us form
*CPA services are provided by Theresa Waddell and are not provided by Raymond James.
