securing tomorrow's future today

events

Name: Retirement Planning
Start: 2022-12-7T12:00:00
End: 2022-12-7T14:00:00
Location: Harry's Savoy Grill & Ballroom

“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.

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.

Savvy Tax
Planning

Join other proactive, successful retirees to learn how to maximize your retirement with tax strategies and avoid common retirement planning mistakes!

Estate
Planning

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

december

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

Harry's Savoy Grill & Ballroom2020 Naamans Rd, Wilmington, DE 19810

Time

wednesday, december 7 Starts at 12:00 PM - wednesday, december 7 Starts at 2:00 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 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

Calendar GoogleCal

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

Harry's Savoy Grill & Ballroom2020 Naamans Rd, Wilmington, DE 19810

Time

tuesday, december 13 Starts at 12:00 PM - tuesday, december 13 Starts at 2:00 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?

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

Calendar GoogleCal

january

No Events

february

No Events

march

No Events

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

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securing tomorrow's future today

securing tomorrow's future today

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covid-19 update

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!