News and Events

July 20, 2009. Christopher Waddell, CFP appeared on Family News Radio hosted by Cheryl Butler on “Special Needs and Eldercare Planning.”

July 13, 2009. Christopher Waddell, CFP was quoted in BusinessWeek’s "Caught Between the Elder Care and Education Money Pits."

June 26, 2009. Raymond James nominates Christopher Waddell, CFP for Investment News Community Service Award.

June 23, 2009. Christopher Waddell, CFP appeared on SPED101 cable program hosted by Sonya Dunn discussing “Estate Planning for Special Needs and Eldercare.”

May 26, 2009. Christopher Waddell, CFP presented a continuing education class on “Tax Issues in Special Needs and Eldercare Planning” to the Northern Chapter of the Virginia Society of CPAs.

April 20, 2009. Theresa Waddell, CPA, CMFC was quoted in Wealth Manager's "2009 Women in Wealth Management" Survey.

April 1, 2009. Christopher Waddell, CFP was quoted in the cover story of April’s Financial Planning’s, "Is Healthcare Planning Your Next Business?"

March 21, 2009. WADDELL GROUP hosts the Arc of Northern Virginia’s conference “What YOU can do when the school says NO.”

January 30, 2009. Christopher Waddell, CFP presented a continuing education class on “Special Needs Financial Planning” at the Understanding Individuals with Asperger’s Syndrome or High Functioning Autism conference in Fairfax, VA.

November 3, 2008. Theresa Waddell, CPA, CMFC recognized by Virginia Business as “Super CPA”

August 28, 2008. Waddell family profiled in Washington Post story by Chris Jenkins, “Adding Strands to Autism Safety Net.”

June 4, 2008. Christopher Waddell, CFP appeared on CNBC’s Boomer Nation with Hampton Pearson in a piece on "Boomer Anxiety."

February 18, 2007. Waddell family profiled on ABC World New story “Genes a Major Factor in Autism”

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On August 28, 2008, The Washington Post ran an article, "Adding Strands to An Autism Safety Net," about the efforts of Virginia families to obtain services for children and adults with developmental disabilities, such as autism. Our family was featured in this article.
Click here to view the full article

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On July 27, 2008, Christopher completed his fourth Run for Autism with the Half Marathon in New York City. Proceeds from this event benefit the Organization for Autism Research, a national non-profit organization based in Arlington, Virgina.

Ready Set....	Go! uncorralled at last!
Mile 7 (signing SOCKS!)	Finish line
6:15am at the corral	Thank you supporters

Tax Breaks for the Elderly and Persons with Disability

Presented by:	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 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.
Description:	Attendees will learn tax savings strategies that are often overlooked by individuals and professional preparers alike, including:
Topics include:	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?
Location:	Name: Waddell Group/Raymond James Financial Services, Inc. Description: 1952 Gallows Road, 3rd Floor Conference Room Vienna, VA 22182 Driving Directions: From I-495 or I-66, exit Route 7 West - Leesburg Pike Left on Gallows Road Past two lights to 1952 Gallows Road, on your right Dates and Times: Thursday, October 22, 2009 6:30 - 8:30 pm
Contact:	Please contact Theresa Waddell at 703-881-9173 or e-mail theresa.waddell@raymondjames.com to make your reservation.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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