securing tomorrow's future today

events

“An investment in knowledge pays the best interest” – Benjamin Franklin
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.

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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.
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.
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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.
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!
all events calendar

january

tue25jan5:30 pmRetirement Planning5:30 pm Metro Pub & Grill

wed26jan5:30 pmRetirement Planning5:30 pm Hartefeld National Golf Club

thu27jan5:30 pmRetirement Planning5:30 pm Marshalton Inn

february

tue01feb5:30 pmRetirement Planning5:30 pm Metro Pub & Grill

wed02feb5:30 pmRetirement Planning5:30 pm Hartefeld National Golf Club

thu03feb5:30 pmRetirement Planning5:30 pm Marshalton Inn

wed09feb5:30 pmRetirement Planning5:30 pm Roma Italian Ristorante

thu10feb5:30 pmRetirement Planning5:30 pm Buckley's Tavern

wed16feb5:30 pmRetirement Planning5:30 pm Buckley's Tavern

thu17feb5:30 pmRetirement Planning5:30 pm Roma Italian Ristorante

tue22feb5:30 pmRetirement Planning5:30 pm Harry's Savoy Grill & Ballroom

wed23feb5:30 pmRetirement Planning5:30 pm Deerfield Golf Club

thu24feb5:30 pmRetirement Planning5:30 pm Schaefer's Canal House

march

tue01mar5:30 pmRetirement Planning5:30 pm Harry's Savoy Grill & Ballroom

wed02mar5:30 pmRetirement Planning5:30 pm Deerfield Golf Club

wed02mar5:30 pmRetirement Planning5:30 pm Schaefer's Canal House

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.
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!
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