Financial peace of mind…
Retirement is a milestone worth celebrating. After decades of hard work, you finally have the freedom to explore the world, spend quality time with loved ones, and enjoy the hobbies and passions that bring you joy. But with that freedom comes an important question: Will your money last as long as your retirement does?
Planning for a secure and fulfilling retirement can feel overwhelming—especially when it comes to protecting your savings from market downturns, inflation, and rising costs of living. That’s why it’s crucial to understand the tools available to help you build a strong financial foundation.
In this comprehensive session, Dan will demystify one of the most misunderstood financial tools: annuities. He’ll walk you through the different types of annuities, break down how they work, and explain how they can help you create a reliable, predictable income stream for life—one that you won’t outlive.
✓ How annuities can shield your nest egg from market volatility
✓ What to watch out for when it comes to fees, interest rates, and payout options
✓ How to evaluate whether an annuity fits your personal retirement goals
✓ The pros and cons of each type of annuity
…and much more!
About Dan
Dan White is the Founder and Chief Executive Officer of Daniel A. White & Associates, LLC, and a respected Financial Specialist serving individuals and families across the tri-state area. With a specialized focus on income and transitional planning, Dan has dedicated his career to helping retirees and pre-retirees protect their assets, preserve their income, and plan for a confident and fulfilling retirement.
What began as a solo advisory practice has grown—under Dan’s leadership—into one of the most well-respected retirement planning firms in the tri-state area. Through a steadfast commitment to trust, transparency, and client-first service, Dan has built a team of professionals who share his mission of delivering personalized, education-based financial guidance. With multiple office locations and a loyal client base, Daniel A. White & Associates has become synonymous with excellence in retirement planning.
Dan is widely recognized for his insight and thought leadership in the financial industry. His work has been featured nationally in Fox Business News, Forbes, CNN Money, U.S. News & World Report, MarketWatch, The Wall Street Journal, and Philadelphia Business Journal. Regionally, he is a trusted expert contributor to Kennett Square Neighbors, Garnet Valley Living, Middletown Neighbors, Chadds Ford Neighbors, East Bradford Neighbors, and Lewes Neighbors magazines, where he regularly provides insights on retirement strategies and income planning.
In addition to his writing, Dan is the host of the weekly radio show “On the Money,” airing Sundays at 7:00 a.m. on WDEL (101.7 FM / 1150 AM). He also shares practical advice on “The Dan White Retirement Tip of the Day,” a featured segment during WDEL’s Rick Jensen Show every Wednesday afternoon.
A lifelong resident of Delaware County—aside from his college years at Penn State University—Dan is deeply rooted in the community. He and his wife, Cindy, have been married for over 40 years and have four children: Jessica, Justin, Dylan, and Zachary. Dan is an active member of his church and a passionate sports fan. Outside of work, you might find him riding his motorcycle through Chester County, cheering on the Phillies, or rooting for the Penn State Nittany Lions. During the summer, he enjoys spending time with his family at their beach home in Ocean City, New Jersey.
With decades of experience, Dan continues to be a trusted advisor and respected leader in the retirement planning space. His mission remains clear: to empower clients with the knowledge and strategies they need to retire comfortably and with confidence.