GLEN MILLS, Pa., May 1, 2012—Retirement planning firm Daniel A. White & Associates invites retirees and pre-retirees to attend the “Will I Outlive My Money?” educational workshop hosted by founder Dan White.
The program will take place at 5:30 p.m. Thursday, May 17 at the Dilworthtown Inn, located at 1390 Old Wilmington Pike, West Chester, PA, 19382. Daniel White, founder and president of Daniel A. White & Associates, will conduct the free informational event.
White will discuss how to protect against inflation, how to succeed in a low interest rate environment and how to make income last. The presentation will explore several issues of concern to retirees, including how to keep the IRS out of IRA accounts and pass them to heirs tax-free. White will also discuss how to determine whether a Roth IRA conversion is right for individual consumers and how financial growth and security can be found without risk in today’s volatile times.
“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.”
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.