Designed for you…
More than ever, women control their household finances. However, many women lack long-term financial preparedness, and do not feel confident in their ability to reach their long-term retirement goals.
This FREE webinar, exclusively for women, will help you to better understand your finances and teach you to create a retirement and financial plan based on sound principles and safe practices. Upon completion, you will know how to properly allocate your assets, devise a plan for income that will last throughout your retirement, protect that plan from health issues, and take advantage of strategies that will help you achieve your retirement goals and maintain your lifestyle. Most importantly, you’ll walk away knowing the actions you need to take now to secure your financial future.
YOU WILL LEARN:
✓ The three biggest mistakes women make in retirement planning
✓ How to determine the amount of money you need to retire
✓ How to eliminate debt and improve cash flow
✓ How to create a retirement plan distribution that is right for you
✓ How to maximize your Social Security benefits
✓ How the wrong Social Security decision can cost you money
✓ How you may still be entitled to Social Security spousal benefits
✓ Multiple ways to create guaranteed income for life
✓ The pros and cons of annuities
✓ Paying for long term care – What Medicare and Medicaid do and don’t cover
TAUGHT BY A WOMAN, FOR WOMEN!
We are pleased to offer this FREE webinar dedicated to educating women about their money and retirement. In straightforward language, this class will teach you about your assets and present time-tested retirement strategies. Our goal is to help you achieve ALL of your retirement dreams!
About Alison
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.
Alison strongly believes Dan White and the entire team is bringing tremendous value, both personally and financially, to each client they meet with. She truly loves coming to the office, working with Dan, the team, their clients, and meeting new retirees each day. Alison even has a sign hanging behind her desk that reflects her beliefs “Do what you love, and you’ll never work a day in your life”.
Advisory services offered by CoreCap Advisors, LLC, a registered investment advisor. CoreCap and Daniel A. White & Associates are separate & unaffiliated entities.