Identity
  • About
    • Who We Are
    • Culture
    • The Identity Way
    • Careers
    • Apprenticeship Program
  • Team
  • Capabilities
    • Overview
    • Modern PR Mix
    • Our Process
  • Expertise
    • Detroit
    • Chicago
    • Real Estate
    • Professional Services
    • Retail & Restaurants
    • Hospitality
    • Automotive
    • Attractions
    • Technology
    • Education
    • Nonprofit
    • Cannabis
  • Case Studies
  • Blog
  • Contact

Complimentary Financial Planning Seminar Provides Critical Information For Those Nearing Or In Retirement


By: Chris Austin

GLEN MILLS, Pa., August 5, 2013 – Glen Mills, Pa.-based Daniel A. White & Associates will host a free seminar for retirees and those nearing retirement to discuss pertinent financial issues. The event will take place at the Dilworthtown Inn on August 13, 2013 at 5:30 p.m.

The seminar, titled “Will I Outlive My Money?” will be hosted by Dan White, president and founder of the firm. With more than 20 years of experience in financial planning, White will present on a variety of topics, including ways to create a lasting income throughout retirement and strategies to succeed in a low interest rate environment. He will also provide tips for avoiding IRS interference, properly establishing an IRA account to be passed down as a legacy, and succeeding in a low interest rate environment.

“For many, transitioning to retirement can be scary and difficult, making it all that much more important to have a financial plan and an income plan,” said White. “Through this seminar, our goal is to inform retirees and near-retirees of critical issues facing them today and arm them with the knowledge to make tough decisions so that they can enjoy their golden years worry-free.”

The Dilworthtown Inn is located at 1390 Old Wilmington Pike, West Chester, PA, 19382. Reservations are encouraged for this limited seating event, and can be made by calling 1-888-690-8820. For more information on these issues and more, visit Dan’s blog at www.danwhiteandassociates.com/blog/.

Founded in 1987, Glen Mills, Pa.-based Daniel A. White & Associates is a financial planning firm specializing in asset protection and transitional and retirement planning. Through a team of knowledgeable experts, Daniel A. White & Associates provides sound counsel and comprehensive financial planning for retirees and pre-retirees in estate planning, asset protection, wealth management, long-term care solutions and wealth transfer strategies.

One of the nation’s leading experts in financial and retirement planning and host of the “On The Money” radio show on WDEL Sundays at 7 a.m., Daniel A. White is a Chartered Financial Consultant and Chartered Life Underwriter. For more information, please call 1.888.690.8820 or visit www.danwhiteandassociates.com.

MEDIA CONTACT:
Luke Capizzo
248.258.2333
[email protected]

Previous Post Next Post
Identity
  • Sitemap
  • Privacy Policy

Our site uses cookies. To find out more about the cookies we use, see our Privacy Policy.