securing tomorrow's future today


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

At Dan White & Associates, 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.

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.
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
Join other proactive, successful retirees to learn how to maximize your retirement with tax strategies and avoid common retirement planning mistakes!
Family With Luggage Leaving House For Vacation
We will go over all of the different aspects of estate planning and provide assistance on how to prepare everything that you will need to.
all events calendar


wed07dec12:00 pm2:00 pmRetirement Planning12:00 pm - 2:00 pm Harry's Savoy Grill & Ballroom

tue13dec12:00 pm2:00 pmRetirement Planning12:00 pm - 2:00 pm Harry's Savoy Grill & Ballroom


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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!