A roadmap to confidence in retirement…
Join Us for a Complimentary Retirement Seminar!
Planning for retirement can feel overwhelming—but it doesn’t have to be. Whether you’re nearing retirement or already enjoying it, this free, no-obligation seminar led by one of the advisors at Dan White and Associates, is designed to empower you with the knowledge you need to make confident, well-informed decisions about your financial future.
With decades of experience helping individuals and families prepare for retirement, we break down complex topics into clear, actionable strategies that could help you preserve your wealth, minimize taxes, and ensure a smooth transition into the next phase of life.
TOPICS WE COVER:
✓ Maximizing Social Security – Learn how timing and strategy can significantly impact your lifetime benefits.
✓ Tax-Efficient Retirement Planning – Discover ways to reduce your tax burden in retirement and keep more of what you’ve earned.
✓ Understanding Required Minimum Distributions (RMDs) – Avoid costly mistakes by learning when and how to take RMDs properly.
✓ Secure Act 2.0 – Get the latest updates on this critical legislation and how it may affect your retirement savings.
✓ Roth IRA Conversion Strategies – Explore whether converting to a Roth IRA could be a smart move for your long-term financial health.
✓ Estate Planning Essentials – Protect your legacy and ensure your assets are passed on according to your wishes.
…and much more!
Whether you’re just starting to plan or looking to fine-tune your current strategy, this seminar will give you clarity, confidence, and a personalized understanding of what it takes to retire comfortably and securely.
Seats are limited—reserve yours today and take the first step toward a brighter retirement!
Note: Seminars are for first-time attendees only.
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!