securing tomorrow's future today

events: Social Security Planning Strategies

financial education
Attend one of our free educational seminars!

At Dan & Associates, LLC, we conduct informational seminars throughout the Pennsylvania, Delaware, and Maryland areas. We typically host two or three seminars per week! These events cover a variety of financial and retirement planning topics, and can help educate you on the challenges you could face in retirement. Get advice from the retirement and financial planning expert himself! Check out our upcoming Social Security Planning Strategies Seminars.

Social Security Planning Strategies Seminars

Social Security is a main source of income for most retirees, and with constant changes to the rules and laws it is important to stay up-to-date and learn how to apply them best for your unique situation.

This workshop is an opportunity to learn, understand, and uncover Social Security Strategies that will maximize your lifetime benefits. Timing is everything when it comes to claiming your benefits.

upcoming events

december, 2022

covid-19 update

We want to let you know we’re keeping things clean and being cautious.

We have adopted the following procedures for all meetings at our office, including the appointment we have scheduled with you:

Send us a message and receive a complimentary follow-up call from one of our team members!