GLEN MILLS, Pa., May 30—Timely topics affecting many retirees and pre-retirees will be discussed at Daniel A. White & Associates’ retirement planning workshop, “Will I Outlive My Money?” Retirees and pre-retirees of all ages are invited to attend this educational workshop on Wednesday, June 13th.
The program will take place at 5:30 p.m. at the Dilworthtown Inn, located at 1390 Old Wilmington Pike, West Chester, PA, 19382. Dan White, founder and president of Daniel A. White & Associates, will conduct the free informational event.
“With so many retirees worried about their hard-earned assets not getting them through retirement, we want to provide free education about how they can manage their money to last,” said White. “It is our goal to insure retirees’ incomes for the future are planned appropriately so they can feel secure about their retirement and golden years.”
During the presentation, White will discuss a timely topic troubling many retirees: how to assure your money won’t run out during retirement. Attendees will learn how to protect themselves from inflation, how to succeed in a low interest rate environment, how to guarantee income will last and how to keep the IRS out of IRA accounts so they can be passed on to heirs tax free. White will also discuss how to determine whether a Roth IRA conversion is right for every consumer and how financial growth and security can be found without risk in today’s volatile times.
The program is complimentary and open to the public, but seating is limited and reservations are required. Please call 1-800-460-5092 to RSVP. A complimentary meal will be served immediately following the workshop.
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 “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.