Join Us for a Complimentary Retirement Seminar!
November 4, 2025 @ 5:30pm
Fish On, 17300 N Village Main Blvd, Lewes, DE 19958
Planning for retirement can feel overwhelming—but it doesn’t have to be. Whether you’re nearing retirement or already enjoying it, this free, no-obligation seminar led by one of the advisors at Dan White and Associates, is designed to empower you with the knowledge you need to make confident, well-informed decisions about your financial future.
With decades of experience helping individuals and families prepare for retirement, we break down complex topics into clear, actionable strategies that could help you preserve your wealth, minimize taxes, and ensure a smooth transition into the next phase of life.
TOPICS WE COVER:
✓ Maximizing Social Security – Learn how timing and strategy can significantly impact your lifetime benefits.
✓ Tax-Efficient Retirement Planning – Discover ways to reduce your tax burden in retirement and keep more of what you’ve earned.
✓ Understanding Required Minimum Distributions (RMDs) – Avoid costly mistakes by learning when and how to take RMDs properly.
✓ Secure Act 2.0 – Get the latest updates on this critical legislation and how it may affect your retirement savings.
✓ Roth IRA Conversion Strategies – Explore whether converting to a Roth IRA could be a smart move for your long-term financial health.
✓ Estate Planning Essentials – Protect your legacy and ensure your assets are passed on according to your wishes.
…and much more!
Whether you’re just starting to plan or looking to fine-tune your current strategy, this seminar will give you clarity, confidence, and a personalized understanding of what it takes to retire comfortably and securely.
Seats are limited—reserve yours today and take the first step toward a brighter retirement!
