securing tomorrow's future today
events
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.
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.
Planning
january
tue25jan5:30 pmRetirement Planning5:30 pm Metro Pub & Grill
Metro Pub & Grill17 Wood Street, Middletown, DE 19709
Time
tuesday, january 25 Starts at 5:30 PM
Location
Metro Pub & Grill
17 Wood Street, Middletown, DE 19709
Event Details
Are you retired or approaching retirement? If so, will you be able to recover from a sudden and significant loss to your retirement account(s) caused by a major market correction? Dan
more
Event Details
Are you retired or approaching retirement? If so, will you be able to recover from a sudden and significant loss to your retirement account(s) caused by a major market correction?
Dan White’s Retirement Seminar will provide you with important information on various retirement topics that will help you make informed and educated decisions regarding your personal retirement planning needs.
All attendees will have the option to schedule a complimentary consultation with the Dan White & Associates team.
Seating is limited and reservations are required. Reserve your spot(s) today!
Topics to be discussed:
- Taxes – Which tax bracket will you likely be in during retirement? How do current and future tax brackets influence your financial strategy?
- Retirement Savings – What’s your number? How much money will you need to save so that you don’t run out? Do you know when your retirement will end?
- IRAs – Is it possible that your IRA just might be a HUGE financial mistake for you and your family?
- Retirement Income – How much money can you comfortably take each year while ensuring that it lasts a lifetime? How does that change if the markets decline?
- Social Security – How can you maximize your benefits and protect your spouse?
- Longevity Risks – At what stage of life will you need assisted care? If so, how much will it cost?
RSVP to event
Make sure to RSVP to this amazing event!
Please let us know if you can make it to the event.
Yes (2)
OpenSpaces Still Available
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wed26jan5:30 pmRetirement Planning5:30 pm Hartefeld National Golf Club
Hartefeld National Golf Club1 Hartefeld Dr, Avondale, PA 19311
Time
wednesday, january 26 Starts at 5:30 PM
Location
Hartefeld National Golf Club
1 Hartefeld Dr, Avondale, PA 19311
Event Details
Are you retired or approaching retirement? If so, will you be able to recover from a sudden and significant loss to your retirement account(s) caused by a major market correction? Dan
more
Event Details
Are you retired or approaching retirement? If so, will you be able to recover from a sudden and significant loss to your retirement account(s) caused by a major market correction?
Dan White’s Retirement Seminar will provide you with important information on various retirement topics that will help you make informed and educated decisions regarding your personal retirement planning needs.
All attendees will have the option to schedule a complimentary consultation with the Dan White & Associates team.
Seating is limited and reservations are required. Reserve your spot(s) today!
Topics to be discussed:
- Taxes – Which tax bracket will you likely be in during retirement? How do current and future tax brackets influence your financial strategy?
- Retirement Savings – What’s your number? How much money will you need to save so that you don’t run out? Do you know when your retirement will end?
- IRAs – Is it possible that your IRA just might be a HUGE financial mistake for you and your family?
- Retirement Income – How much money can you comfortably take each year while ensuring that it lasts a lifetime? How does that change if the markets decline?
- Social Security – How can you maximize your benefits and protect your spouse?
- Longevity Risks – At what stage of life will you need assisted care? If so, how much will it cost?
RSVP to event
Make sure to RSVP to this amazing event!
Please let us know if you can make it to the event.
Yes (2)
OpenSpaces Still Available
Can not make it to this event?Change my RSVP
thu27jan5:30 pmRetirement Planning5:30 pm Marshalton Inn
Marshalton Inn1300 W Strasburg Road West Chester, PA 19382
Time
thursday, january 27 Starts at 5:30 PM
Location
Marshalton Inn
1300 W Strasburg Road West Chester, PA 19382
Event Details
Are you retired or approaching retirement? If so, will you be able to recover from a sudden and significant loss to your retirement account(s) caused by a major market correction? Dan
more
Event Details
Are you retired or approaching retirement? If so, will you be able to recover from a sudden and significant loss to your retirement account(s) caused by a major market correction?
Dan White’s Retirement Seminar will provide you with important information on various retirement topics that will help you make informed and educated decisions regarding your personal retirement planning needs.
All attendees will have the option to schedule a complimentary consultation with the Dan White & Associates team.
Seating is limited and reservations are required. Reserve your spot(s) today!
Topics to be discussed:
- Taxes – Which tax bracket will you likely be in during retirement? How do current and future tax brackets influence your financial strategy?
- Retirement Savings – What’s your number? How much money will you need to save so that you don’t run out? Do you know when your retirement will end?
- IRAs – Is it possible that your IRA just might be a HUGE financial mistake for you and your family?
- Retirement Income – How much money can you comfortably take each year while ensuring that it lasts a lifetime? How does that change if the markets decline?
- Social Security – How can you maximize your benefits and protect your spouse?
- Longevity Risks – At what stage of life will you need assisted care? If so, how much will it cost?
RSVP to event
Make sure to RSVP to this amazing event!
Please let us know if you can make it to the event.
Yes
OpenSpaces Still Available
Can not make it to this event?Change my RSVP
february
tue01feb5:30 pmRetirement Planning5:30 pm Metro Pub & Grill
Metro Pub & Grill17 Wood Street, Middletown, DE 19709
Time
tuesday, february 1 Starts at 5:30 PM
Location
Metro Pub & Grill
17 Wood Street, Middletown, DE 19709
Event Details
Are you retired or approaching retirement? If so, will you be able to recover from a sudden and significant loss to your retirement account(s) caused by a major market correction? Dan
more
Event Details
Are you retired or approaching retirement? If so, will you be able to recover from a sudden and significant loss to your retirement account(s) caused by a major market correction?
Dan White’s Retirement Seminar will provide you with important information on various retirement topics that will help you make informed and educated decisions regarding your personal retirement planning needs.
All attendees will have the option to schedule a complimentary consultation with the Dan White & Associates team.
Seating is limited and reservations are required. Reserve your spot(s) today!
Topics to be discussed:
- Taxes – Which tax bracket will you likely be in during retirement? How do current and future tax brackets influence your financial strategy?
- Retirement Savings – What’s your number? How much money will you need to save so that you don’t run out? Do you know when your retirement will end?
- IRAs – Is it possible that your IRA just might be a HUGE financial mistake for you and your family?
- Retirement Income – How much money can you comfortably take each year while ensuring that it lasts a lifetime? How does that change if the markets decline?
- Social Security – How can you maximize your benefits and protect your spouse?
- Longevity Risks – At what stage of life will you need assisted care? If so, how much will it cost?
RSVP to event
Make sure to RSVP to this amazing event!
Please let us know if you can make it to the event.
Yes (2)
OpenSpaces Still Available
Can not make it to this event?Change my RSVP
wed02feb5:30 pmRetirement Planning5:30 pm Hartefeld National Golf Club
Hartefeld National Golf Club1 Hartefeld Dr, Avondale, PA 19311
Time
wednesday, february 2 Starts at 5:30 PM
Location
Hartefeld National Golf Club
1 Hartefeld Dr, Avondale, PA 19311
Event Details
Are you retired or approaching retirement? If so, will you be able to recover from a sudden and significant loss to your retirement account(s) caused by a major market correction? Dan
more
Event Details
Are you retired or approaching retirement? If so, will you be able to recover from a sudden and significant loss to your retirement account(s) caused by a major market correction?
Dan White’s Retirement Seminar will provide you with important information on various retirement topics that will help you make informed and educated decisions regarding your personal retirement planning needs.
All attendees will have the option to schedule a complimentary consultation with the Dan White & Associates team.
Seating is limited and reservations are required. Reserve your spot(s) today!
Topics to be discussed:
- Taxes – Which tax bracket will you likely be in during retirement? How do current and future tax brackets influence your financial strategy?
- Retirement Savings – What’s your number? How much money will you need to save so that you don’t run out? Do you know when your retirement will end?
- IRAs – Is it possible that your IRA just might be a HUGE financial mistake for you and your family?
- Retirement Income – How much money can you comfortably take each year while ensuring that it lasts a lifetime? How does that change if the markets decline?
- Social Security – How can you maximize your benefits and protect your spouse?
- Longevity Risks – At what stage of life will you need assisted care? If so, how much will it cost?
RSVP to event
Make sure to RSVP to this amazing event!
Please let us know if you can make it to the event.
Yes
OpenSpaces Still Available
Can not make it to this event?Change my RSVP
thu03feb5:30 pmRetirement Planning5:30 pm Marshalton Inn
Marshalton Inn1300 W Strasburg Road West Chester, PA 19382
Time
thursday, february 3 Starts at 5:30 PM
Location
Marshalton Inn
1300 W Strasburg Road West Chester, PA 19382
Event Details
Are you retired or approaching retirement? If so, will you be able to recover from a sudden and significant loss to your retirement account(s) caused by a major market correction? Dan
more
Event Details
Are you retired or approaching retirement? If so, will you be able to recover from a sudden and significant loss to your retirement account(s) caused by a major market correction?
Dan White’s Retirement Seminar will provide you with important information on various retirement topics that will help you make informed and educated decisions regarding your personal retirement planning needs.
All attendees will have the option to schedule a complimentary consultation with the Dan White & Associates team.
Seating is limited and reservations are required. Reserve your spot(s) today!
Topics to be discussed:
- Taxes – Which tax bracket will you likely be in during retirement? How do current and future tax brackets influence your financial strategy?
- Retirement Savings – What’s your number? How much money will you need to save so that you don’t run out? Do you know when your retirement will end?
- IRAs – Is it possible that your IRA just might be a HUGE financial mistake for you and your family?
- Retirement Income – How much money can you comfortably take each year while ensuring that it lasts a lifetime? How does that change if the markets decline?
- Social Security – How can you maximize your benefits and protect your spouse?
- Longevity Risks – At what stage of life will you need assisted care? If so, how much will it cost?
RSVP to event
Make sure to RSVP to this amazing event!
Please let us know if you can make it to the event.
Yes (2)
OpenSpaces Still Available
Can not make it to this event?Change my RSVP
wed09feb5:30 pmRetirement Planning5:30 pm Roma Italian Ristorante
Roma Italian Ristorante3 President Drive, Dover, Delaware
Time
wednesday, february 9 Starts at 5:30 PM
Location
Roma Italian Ristorante
3 President Drive, Dover, Delaware
Event Details
Are you retired or approaching retirement? If so, will you be able to recover from a sudden and significant loss to your retirement account(s) caused by a major market correction? Dan
more
Event Details
Are you retired or approaching retirement? If so, will you be able to recover from a sudden and significant loss to your retirement account(s) caused by a major market correction?
Dan White’s Retirement Seminar will provide you with important information on various retirement topics that will help you make informed and educated decisions regarding your personal retirement planning needs.
All attendees will have the option to schedule a complimentary consultation with the Dan White & Associates team.
Seating is limited and reservations are required. Reserve your spot(s) today!
Topics to be discussed:
- Taxes – Which tax bracket will you likely be in during retirement? How do current and future tax brackets influence your financial strategy?
- Retirement Savings – What’s your number? How much money will you need to save so that you don’t run out? Do you know when your retirement will end?
- IRAs – Is it possible that your IRA just might be a HUGE financial mistake for you and your family?
- Retirement Income – How much money can you comfortably take each year while ensuring that it lasts a lifetime? How does that change if the markets decline?
- Social Security – How can you maximize your benefits and protect your spouse?
- Longevity Risks – At what stage of life will you need assisted care? If so, how much will it cost?
RSVP to event
Make sure to RSVP to this amazing event!
Please let us know if you can make it to the event.
Yes
OpenSpaces Still Available
Can not make it to this event?Change my RSVP
thu10feb5:30 pmRetirement Planning5:30 pm Buckley's Tavern
Buckley's Tavern5812 Kennett Pike, Greenville, DE 19904
Time
thursday, february 10 Starts at 5:30 PM
Location
Buckley's Tavern
5812 Kennett Pike, Greenville, DE 19904
Event Details
Are you retired or approaching retirement? If so, will you be able to recover from a sudden and significant loss to your retirement account(s) caused by a major market correction? Dan
more
Event Details
Are you retired or approaching retirement? If so, will you be able to recover from a sudden and significant loss to your retirement account(s) caused by a major market correction?
Dan White’s Retirement Seminar will provide you with important information on various retirement topics that will help you make informed and educated decisions regarding your personal retirement planning needs.
All attendees will have the option to schedule a complimentary consultation with the Dan White & Associates team.
Seating is limited and reservations are required. Reserve your spot(s) today!
Topics to be discussed:
- Taxes – Which tax bracket will you likely be in during retirement? How do current and future tax brackets influence your financial strategy?
- Retirement Savings – What’s your number? How much money will you need to save so that you don’t run out? Do you know when your retirement will end?
- IRAs – Is it possible that your IRA just might be a HUGE financial mistake for you and your family?
- Retirement Income – How much money can you comfortably take each year while ensuring that it lasts a lifetime? How does that change if the markets decline?
- Social Security – How can you maximize your benefits and protect your spouse?
- Longevity Risks – At what stage of life will you need assisted care? If so, how much will it cost?
RSVP to event
Make sure to RSVP to this amazing event!
Please let us know if you can make it to the event.
Yes
OpenSpaces Still Available
Can not make it to this event?Change my RSVP
wed16feb5:30 pmRetirement Planning5:30 pm Buckley's Tavern
Buckley's Tavern5812 Kennett Pike, Greenville, DE 19904
Time
wednesday, february 16 Starts at 5:30 PM
Location
Buckley's Tavern
5812 Kennett Pike, Greenville, DE 19904
Event Details
Are you retired or approaching retirement? If so, will you be able to recover from a sudden and significant loss to your retirement account(s) caused by a major market correction? Dan
more
Event Details
Are you retired or approaching retirement? If so, will you be able to recover from a sudden and significant loss to your retirement account(s) caused by a major market correction?
Dan White’s Retirement Seminar will provide you with important information on various retirement topics that will help you make informed and educated decisions regarding your personal retirement planning needs.
All attendees will have the option to schedule a complimentary consultation with the Dan White & Associates team.
Seating is limited and reservations are required. Reserve your spot(s) today!
Topics to be discussed:
- Taxes – Which tax bracket will you likely be in during retirement? How do current and future tax brackets influence your financial strategy?
- Retirement Savings – What’s your number? How much money will you need to save so that you don’t run out? Do you know when your retirement will end?
- IRAs – Is it possible that your IRA just might be a HUGE financial mistake for you and your family?
- Retirement Income – How much money can you comfortably take each year while ensuring that it lasts a lifetime? How does that change if the markets decline?
- Social Security – How can you maximize your benefits and protect your spouse?
- Longevity Risks – At what stage of life will you need assisted care? If so, how much will it cost?
RSVP to event
Make sure to RSVP to this amazing event!
Please let us know if you can make it to the event.
Yes
OpenSpaces Still Available
Can not make it to this event?Change my RSVP
thu17feb5:30 pmRetirement Planning5:30 pm Roma Italian Ristorante
Roma Italian Ristorante3 President Drive, Dover, Delaware
Time
thursday, february 17 Starts at 5:30 PM
Location
Roma Italian Ristorante
3 President Drive, Dover, Delaware
Event Details
Are you retired or approaching retirement? If so, will you be able to recover from a sudden and significant loss to your retirement account(s) caused by a major market correction? Dan
more
Event Details
Are you retired or approaching retirement? If so, will you be able to recover from a sudden and significant loss to your retirement account(s) caused by a major market correction?
Dan White’s Retirement Seminar will provide you with important information on various retirement topics that will help you make informed and educated decisions regarding your personal retirement planning needs.
All attendees will have the option to schedule a complimentary consultation with the Dan White & Associates team.
Seating is limited and reservations are required. Reserve your spot(s) today!
Topics to be discussed:
- Taxes – Which tax bracket will you likely be in during retirement? How do current and future tax brackets influence your financial strategy?
- Retirement Savings – What’s your number? How much money will you need to save so that you don’t run out? Do you know when your retirement will end?
- IRAs – Is it possible that your IRA just might be a HUGE financial mistake for you and your family?
- Retirement Income – How much money can you comfortably take each year while ensuring that it lasts a lifetime? How does that change if the markets decline?
- Social Security – How can you maximize your benefits and protect your spouse?
- Longevity Risks – At what stage of life will you need assisted care? If so, how much will it cost?
RSVP to event
Make sure to RSVP to this amazing event!
Please let us know if you can make it to the event.
Yes
OpenSpaces Still Available
Can not make it to this event?Change my RSVP
tue22feb5:30 pmRetirement Planning5:30 pm Harry's Savoy Grill & Ballroom
Harry's Savoy Grill & Ballroom2020 Naamans Rd, Wilmington, DE 19810
Time
tuesday, february 22 Starts at 5:30 PM
Location
Harry's Savoy Grill & Ballroom
2020 Naamans Rd, Wilmington, DE 19810
Event Details
Are you retired or approaching retirement? If so, will you be able to recover from a sudden and significant loss to your retirement account(s) caused by a major market correction? Dan
more
Event Details
Are you retired or approaching retirement? If so, will you be able to recover from a sudden and significant loss to your retirement account(s) caused by a major market correction?
Dan White’s Retirement Seminar will provide you with important information on various retirement topics that will help you make informed and educated decisions regarding your personal retirement planning needs.
All attendees will have the option to schedule a complimentary consultation with the Dan White & Associates team.
Seating is limited and reservations are required. Reserve your spot(s) today!
Topics to be discussed:
- Taxes – Which tax bracket will you likely be in during retirement? How do current and future tax brackets influence your financial strategy?
- Retirement Savings – What’s your number? How much money will you need to save so that you don’t run out? Do you know when your retirement will end?
- IRAs – Is it possible that your IRA just might be a HUGE financial mistake for you and your family?
- Retirement Income – How much money can you comfortably take each year while ensuring that it lasts a lifetime? How does that change if the markets decline?
- Social Security – How can you maximize your benefits and protect your spouse?
- Longevity Risks – At what stage of life will you need assisted care? If so, how much will it cost?
RSVP to event
Make sure to RSVP to this amazing event!
Please let us know if you can make it to the event.
Yes
OpenSpaces Still Available
Can not make it to this event?Change my RSVP
wed23feb5:30 pmRetirement Planning5:30 pm Deerfield Golf Club
Deerfield Golf Club507 Thompson Station Road, Newark, DE 19711
Time
wednesday, february 23 Starts at 5:30 PM
Location
Deerfield Golf Club
507 Thompson Station Road, Newark, DE 19711
Event Details
Are you retired or approaching retirement? If so, will you be able to recover from a sudden and significant loss to your retirement account(s) caused by a major market correction? Dan
more
Event Details
Are you retired or approaching retirement? If so, will you be able to recover from a sudden and significant loss to your retirement account(s) caused by a major market correction?
Dan White’s Retirement Seminar will provide you with important information on various retirement topics that will help you make informed and educated decisions regarding your personal retirement planning needs.
All attendees will have the option to schedule a complimentary consultation with the Dan White & Associates team.
Seating is limited and reservations are required. Reserve your spot(s) today!
Topics to be discussed:
- Taxes – Which tax bracket will you likely be in during retirement? How do current and future tax brackets influence your financial strategy?
- Retirement Savings – What’s your number? How much money will you need to save so that you don’t run out? Do you know when your retirement will end?
- IRAs – Is it possible that your IRA just might be a HUGE financial mistake for you and your family?
- Retirement Income – How much money can you comfortably take each year while ensuring that it lasts a lifetime? How does that change if the markets decline?
- Social Security – How can you maximize your benefits and protect your spouse?
- Longevity Risks – At what stage of life will you need assisted care? If so, how much will it cost?
RSVP to event
Make sure to RSVP to this amazing event!
Please let us know if you can make it to the event.
Yes
OpenSpaces Still Available
Can not make it to this event?Change my RSVP
thu24feb5:30 pmRetirement Planning5:30 pm Schaefer's Canal House
Schaefer's Canal House208 Bank Street, Chesapeake City, MD 21915
Time
thursday, february 24 Starts at 5:30 PM
Location
Schaefer's Canal House
208 Bank Street, Chesapeake City, MD 21915
Event Details
Are you retired or approaching retirement? If so, will you be able to recover from a sudden and significant loss to your retirement account(s) caused by a major market correction? Dan
more
Event Details
Are you retired or approaching retirement? If so, will you be able to recover from a sudden and significant loss to your retirement account(s) caused by a major market correction?
Dan White’s Retirement Seminar will provide you with important information on various retirement topics that will help you make informed and educated decisions regarding your personal retirement planning needs.
All attendees will have the option to schedule a complimentary consultation with the Dan White & Associates team.
Seating is limited and reservations are required. Reserve your spot(s) today!
Topics to be discussed:
- Taxes – Which tax bracket will you likely be in during retirement? How do current and future tax brackets influence your financial strategy?
- Retirement Savings – What’s your number? How much money will you need to save so that you don’t run out? Do you know when your retirement will end?
- IRAs – Is it possible that your IRA just might be a HUGE financial mistake for you and your family?
- Retirement Income – How much money can you comfortably take each year while ensuring that it lasts a lifetime? How does that change if the markets decline?
- Social Security – How can you maximize your benefits and protect your spouse?
- Longevity Risks – At what stage of life will you need assisted care? If so, how much will it cost?
RSVP to event
Make sure to RSVP to this amazing event!
Please let us know if you can make it to the event.
Yes
OpenSpaces Still Available
Can not make it to this event?Change my RSVP
march
tue01mar5:30 pmRetirement Planning5:30 pm Harry's Savoy Grill & Ballroom
Harry's Savoy Grill & Ballroom2020 Naamans Rd, Wilmington, DE 19810
Time
tuesday, march 1 Starts at 5:30 PM
Location
Harry's Savoy Grill & Ballroom
2020 Naamans Rd, Wilmington, DE 19810
Event Details
Are you retired or approaching retirement? If so, will you be able to recover from a sudden and significant loss to your retirement account(s) caused by a major market correction? Dan
more
Event Details
Are you retired or approaching retirement? If so, will you be able to recover from a sudden and significant loss to your retirement account(s) caused by a major market correction?
Dan White’s Retirement Seminar will provide you with important information on various retirement topics that will help you make informed and educated decisions regarding your personal retirement planning needs.
All attendees will have the option to schedule a complimentary consultation with the Dan White & Associates team.
Seating is limited and reservations are required. Reserve your spot(s) today!
Topics to be discussed:
- Taxes – Which tax bracket will you likely be in during retirement? How do current and future tax brackets influence your financial strategy?
- Retirement Savings – What’s your number? How much money will you need to save so that you don’t run out? Do you know when your retirement will end?
- IRAs – Is it possible that your IRA just might be a HUGE financial mistake for you and your family?
- Retirement Income – How much money can you comfortably take each year while ensuring that it lasts a lifetime? How does that change if the markets decline?
- Social Security – How can you maximize your benefits and protect your spouse?
- Longevity Risks – At what stage of life will you need assisted care? If so, how much will it cost?
RSVP to event
Make sure to RSVP to this amazing event!
Please let us know if you can make it to the event.
Yes
OpenSpaces Still Available
Can not make it to this event?Change my RSVP
wed02mar5:30 pmRetirement Planning5:30 pm Deerfield Golf Club
Deerfield Golf Club507 Thompson Station Road, Newark, DE 19711
Time
wednesday, march 2 Starts at 5:30 PM
Location
Deerfield Golf Club
507 Thompson Station Road, Newark, DE 19711
Event Details
Are you retired or approaching retirement? If so, will you be able to recover from a sudden and significant loss to your retirement account(s) caused by a major market correction? Dan
more
Event Details
Are you retired or approaching retirement? If so, will you be able to recover from a sudden and significant loss to your retirement account(s) caused by a major market correction?
Dan White’s Retirement Seminar will provide you with important information on various retirement topics that will help you make informed and educated decisions regarding your personal retirement planning needs.
All attendees will have the option to schedule a complimentary consultation with the Dan White & Associates team.
Seating is limited and reservations are required. Reserve your spot(s) today!
Topics to be discussed:
- Taxes – Which tax bracket will you likely be in during retirement? How do current and future tax brackets influence your financial strategy?
- Retirement Savings – What’s your number? How much money will you need to save so that you don’t run out? Do you know when your retirement will end?
- IRAs – Is it possible that your IRA just might be a HUGE financial mistake for you and your family?
- Retirement Income – How much money can you comfortably take each year while ensuring that it lasts a lifetime? How does that change if the markets decline?
- Social Security – How can you maximize your benefits and protect your spouse?
- Longevity Risks – At what stage of life will you need assisted care? If so, how much will it cost?
RSVP to event
Make sure to RSVP to this amazing event!
Please let us know if you can make it to the event.
Yes
OpenSpaces Still Available
Can not make it to this event?Change my RSVP
wed02mar5:30 pmRetirement Planning5:30 pm Schaefer's Canal House
Schaefer's Canal House208 Bank Street, Chesapeake City, MD 21915
Time
wednesday, march 2 Starts at 5:30 PM
Location
Schaefer's Canal House
208 Bank Street, Chesapeake City, MD 21915
Event Details
Are you retired or approaching retirement? If so, will you be able to recover from a sudden and significant loss to your retirement account(s) caused by a major market correction? Dan
more
Event Details
Are you retired or approaching retirement? If so, will you be able to recover from a sudden and significant loss to your retirement account(s) caused by a major market correction?
Dan White’s Retirement Seminar will provide you with important information on various retirement topics that will help you make informed and educated decisions regarding your personal retirement planning needs.
All attendees will have the option to schedule a complimentary consultation with the Dan White & Associates team.
Seating is limited and reservations are required. Reserve your spot(s) today!
Topics to be discussed:
- Taxes – Which tax bracket will you likely be in during retirement? How do current and future tax brackets influence your financial strategy?
- Retirement Savings – What’s your number? How much money will you need to save so that you don’t run out? Do you know when your retirement will end?
- IRAs – Is it possible that your IRA just might be a HUGE financial mistake for you and your family?
- Retirement Income – How much money can you comfortably take each year while ensuring that it lasts a lifetime? How does that change if the markets decline?
- Social Security – How can you maximize your benefits and protect your spouse?
- Longevity Risks – At what stage of life will you need assisted care? If so, how much will it cost?
RSVP to event
Make sure to RSVP to this amazing event!
Please let us know if you can make it to the event.
Yes
OpenSpaces Still Available
Can not make it to this event?Change my RSVP
