securing tomorrow's future today

events: Savvy Tax Planning

financial education
Attend one of our free educational events.

At Dan White & 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 Savvy Tax Planning Seminars.

Savvy Tax Planning Seminars

Join other proactive, successful retirees to learn how to maximize your retirement with tax strategies and avoid common retirement planning mistakes! All attendees will have the option to schedule a complimentary consultation following the event.

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!