securing tomorrow's future today

events

“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.

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.
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.
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.
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

wed27jan5:30 pmToday’s Retirement Concerns and Solutions5:30 pm Columbus Inn

wed27jan6:00 pmToday’s Retirement Concerns and Solutions6:00 pm The Gables at Chadds Ford

thu28jan5:30 pmToday’s Retirement Concerns and Solutions5:30 pm Chesapeake Inn Restaurant & Marina

february

tue02feb5:30 pmToday’s Retirement Concerns and Solutions5:30 pm Columbus Inn

wed03feb5:30 pmToday’s Retirement Concerns and Solutions5:30 pm Chesapeake Inn Restaurant & Marina

thu04feb6:00 pmToday’s Retirement Concerns and Solutions6:00 pm The Gables at Chadds Ford

tue09feb12:00 pmSpecial Presentation on Savvy Tax Planning for Retirees12:00 pm DWA Education Center

tue09feb6:00 pmSpecial Presentation on Savvy Tax Planning for Retirees6:00 pm Delaware Tech - Stanton Campus

thu11feb6:00 pmSpecial Presentation on Savvy Tax Planning for Retirees6:00 pm Delaware Tech - Stanton Campus

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.