Income planning expert Dan White will host event that provides tips for seniors
GLEN MILLS, Pa., August 1, 2013 – Dan White, president and founder of Glen Mills, Pa.-based financial planning firm Daniel A. White & Associates, will host a free seminar on Wednesday, August 7 at 5:30 p.m. titled, “Will I Outlive My Money?” The event will provide tips for retirees and those nearing retirement to ensure their assets last and they can enjoy their golden years worry free.
White, who has more than 20 years of experience as a financial planner, will provide attendees with key insight and tips to overcome critical issues facing retirees today. Some of the topics that White will address include: how to create a lasting income for retirement, how to succeed in a low interest rate environment and how to achieve financial security in today’s changing economic landscape. White will also provide tips for avoiding IRS interference and properly establishing an IRA account to be passed down as a legacy.
“Transitioning to retirement can be a difficult time for many,” said White. “This seminar is intended to provide retirees and those nearing retirement with the proper tools and knowledge needed to make that transition as financially secure and easy as possible.”
The complimentary seminar will take place at the Dilworthtown Inn, which is located at 1390 Old Wilmington Pike, West Chester, PA, 19382. Space is limited, so a reservation is strongly encouraged 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.