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securing tomorrow's future today

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“An investment in knowledge pays the best interest” – Benjamin Fanklin
Attend one of our free educational seminars!

At Daniel 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 events.

find your upcoming event!

Dan White and his team hosts four different types of educational events. Click on the topics below for more information on what the workshops will cover, dates and times, and to register! We are following guidelines outlined by the CDC. If you are feeling ill or experiencing any of the common COVID-19 symptoms, please call our office to reschedule for a later seminar date. To learn more about our safety protocol, click on the button below.

Our COVID-19 Update
all events calendar
AdobeStock_177736118-min
Today’s Retirement Concerns and Solutions
Retirement can be an alluring stage of life. It's a time when many folks hope to finally find the time to try new hobbies, travel, or re-invent themselves.
learn more & rsvp
Assessment Analysis Bar Graph Presentation
IRA/RMD Planning Strategies
If you have an IRA, 401(k), or any other Qualified Retirement Account, you must begin taking a Required Minimum Distribution (RMD) once you hit the magical age of 72.
learn more & rsvp
happy-romantic-senior-couple-hugging-and-enjoying--UHLS6BK-min
Social Security Planning Strategies
Social Security is a main source of income for most retirees, and with constant changes to the rules and laws it is important to be aware of the rules and how to apply them best for your situation.
learn more & rsvp
Paperwork doing bills or filing taxes and writing
Savvy Tax
Planning
Join other proactive, successful retirees to learn how to maximize your retirement with tax strategies and avoid common retirement planning mistakes!
learn more & rsvp
all events calendar

december, 2020
securing tomorrow's future today
The key to realizing your dreams for tomorrow is by starting to think about them today. Your financial security is our most important goal.

securing tomorrow's future today

Schedule your appointment today!

Schedule your Appointment

pa office

  • 51 Woodland Drive,
    Glen Mills, PA 19342
  • (610) 358-8942
  • (610) 358-8943
de office
  • 291A Carter Drive,
    Middletown, DE 19709
  • (302) 449-0111
  • (610) 358-8943
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Andrew Wood, Dan Simon, and Alison Slezark are investment advisory representatives of and provides advisory services through CoreCap Advisors, LLC. Dan White & Associates, LLC and CoreCap Advisors, LLC are separate and unaffiliated entities. Logos as displayed herein are not intended to imply any endorsement by the owners of such logos of Dan White & Associates.

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:

  • We are spreading out appointments in order to clean before and after every visit.
  • We are following strict cleaning guidelines.
  • We offer multiple ways to safely meet with us – In person, over the phone, or virtually via Zoom.
  • If you have any questions, please contact our office.
Download Covid Flyer
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