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:
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.
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.
Raymond James is not affiliated with the above organizations and/or charitable causes.