Minimize tax liability…

Prudent planning and management of your taxes in retirement can seem like a complex and overwhelming task. In this class, we simplify the topic to help you understand how your assets are taxed, how the latest tax code changes could affect you, and what you can do TODAY to minimize your tax liability going forward. You’ll learn how to protect your assets from Uncle Sam and keep more of your retirement income.

TOPICS OF DISCUSSION:
✓ Tax Planner vs. Tax Preparer – Tax preparers look back, tax planners look forward.
✓ How much of your Social Security is taxable?
✓ What are the advantages of a Roth Conversion?
✓ The benefits of “Tax Smart” Asset Allocation.
✓ How to protect yourself from a potential “Tax Storm.”
✓ What is tax diversification?
✓ Discover the biggest threat to your retirement and what you can do about it.
✓ Discover why all retirement accounts are an IOU to the IRS.
✓ Ways to mitigate and eliminate taxes on your retirement accounts.
✓ Are you prepared for all “4 seasons of taxation” in retirement?
✓ When will the sale on taxes end and how can you take advantage of the sale now?

This Course is offered FREE of Charge, but Advance Registration is Required.

Upcoming Sessions:

Lewes Public Library | November 11, 2025 @ 12pm

111 Adams Ave
Large Meeting Room West
Lewes, DE 19958

Registration Coming Soon!

Lewes Public Library | November 18, 2025 @ 12pm

111 Adams Ave
Large Meeting Room West
Lewes, DE 19958

Registration Coming Soon!

About COFE

The Council of Financial Educators is an IRS approved 501(c)(3) non-profit organization that is committed to providing the public with the knowledge to confidently navigate the everchanging retirement landscape. Understanding that millions of people have financial questions, as well as a unique set of circumstances and retirement needs, we offer educational classes and resources to the public to address these needs.

About DWA

Dan White & Associates was founded in 1987, specializing in retirement and financial planning. We focus on addressing the distinctive financial needs of those nearing retirement and those who have already retired. Today, Dan White & Associates houses five financial professionals between our three offices located in Glen Mills, PA, Middletown, DE, and Lewes, DE. Within our offices, we proudly service over two thousand clients in the region.

Our main priority is getting a clear understanding of each client’s unique situation, by using a comprehensive questionnaire to aid us. Having full knowledge of our client’s situation ensures that we can better inform them about all of the possible financial strategies available to them. Next, we construct a plan together that will give our clients a clear path toward a safe and secure retirement. At our firm, we take a different approach than most advisors by priding ourselves in the educational aspect of retirement planning.

Find out how we can educate you and help make you more confident when it comes to making retirement decisions!