We have been featured in the following publications:

We believe that education leads to confidence, and confidence to peace of mind.

You will benefit from this seminar by learning:

1. Strategies to minimize or eliminate taxes on your income during retirement.

2. How to plan for the unknown tax rates on your future retirement account withdrawals.

3. How to ensure that the IRS does not become one of your beneficiaries.

4. How to protect your family’s financial legacy while covering over expenses.

This workshop will teach you:

How to avoid having the IRS take up to 40% of your IRA when you pass.
The three different types of retirement income: taxable, tax-deferred, and tax-free.
How taxes influence your retirement income planning and how to prepare for them.
The difference between qualified money and non-qualified money.
Answers to common questions about IRAs, 401(k)s, and other qualified accounts.
The best way to integrate retirement plan distributions with Social Security benefits.

MEET YOUR HOST

Alison Slezak

COO & Retirement Planning Advisor

Alison takes great pride in her ability to multi-task. She creates comprehensive operations and marketing strategies that successfully navigate the Dan White Team on a daily basis. She has been training and studying retirement planning strategies alongside Dan White for the past seven years. This has given her a solid platform to help assist individuals with creating customized plans that will be beneficial to meeting their retirement goals. She considers Dan as her greatest mentor and her best resource when helping individuals with their financial plans. In addition, Alison provides Dan’s existing clients with continuous services and annual account reviews.

Alison holds a Bachelors Degree in Business from Drexel University. She also holds a Life, Accident, and Health Insurance License in the state of Pennsylvania, as well as the Series 65 registration. Alison is an investment advisor representative with CoreCap Advisors, LLC. She is currently pursuing the Retirement Income Certified Professional (RICP®) Designation from The American College in Bryn Mawr.

Alison is a native of the West Chester area. She continues to reside in West Chester with her husband Pat, their two daughters, Devyn and Maddie and their son, Ryan. Alison and Pat both graduated from Unionville High School and their daughters are currently enrolled at Saint Maximilian Kolbe Elementary School. Both Pat and Alison come from large families, so most of their spare time is spent with them and close friends.