Events

Social Security & Medicare Lunch and Learn

Valentine's Drop In

Wealth Uncomplicated Workshop

Daniel Wealth Management Christmas Event

Join everyone here at Daniel Wealth Management for our Annual Christmas Event.  December 19th at the Sumter Museum located at 122 N. Washington St. Ste A. Sumter, SC 29150.  Fun for the whole family!  Christmas movie on the lawn, food, and lots of festivities!  We may even have a special visitor!  Invite a friend and mark your calendars for a night of Christmas festivities and Holiday cheer! 

Social Security & Medicare Lunch & Learn

Learn about Medicare and Open Enrollment, Part's A, B, C, & D.   We will discuss Medicare Advantage plans and what coverage may work for you.   Social Security Enrollment and how do you qualify for Retirement all in a relaxed environment while enjoying a nice lunch.  

First Responders Appreciation Drop-In

Join us Tuesday, October 28th from 11am-3pm for a Drop-in honoring all First Responders!  We will have light refreshments and a free gift to all who attend!  Thank you for your service from everyone here at Daniel Wealth Management!  

Tax Strategies & Concepts Lunch and Learn

Join us for a free Lunch & Learn on Tax Strategies & Concepts Friday, October 24th at 11:30am until 1pm.  Call the office 803-774-3121 to reserve your spot.  Daniel Wealth Management 234 Broad St. Sumter, SC 29150

Social Security & Medicare Lunch & Learn

Learn about Medicare and Open Enrollment, Part's A, B, C, & D.   We will discuss Medicare Advantage plans and what coverage may work for you.   Social Security Enrollment and how do you qualify for Retirement all in a relaxed environment while enjoying a nice lunch.  

DWM Golf Classic

2nd Annual Daniel Wealth Management Golf Classic Monday, October 13th @ Beach Creek Golf Club. All proceeds go to Crosswell Home for Children.

Dine & Unwind Identity Theft Protection

Lunch & Learn Identity Theft Protection

Financial Planning Seminar Series

Financial Planning Workshop Series with Donnie Daniel every Sunday evening at 5pm starting Sunday, August 3rd through Sunday, September 28th. Daniel Wealth Management 234 Broad St. Sumter, SC 29150. $250 per person/couple- food provided.

Client Appreciation Event

Daniel Wealth Management Client Appreciation Night @ Riley Ball Park- American Legion P15 Baseball game Friday, July 11th- First Pitch at 7pm!

Dine and Unwind Not all Portfolios are the same

Lunch and Learn - Osaic E-quipt Client Portal Access

This will be four lunch and learn sessions helping clients access their client e-quipt client portal. These sessions will just walk them through how to log into their e-quipt client portal, Sessions will be offered four times a year with the first session on 1/31/25 at 12pm until 1pm.

Valentine's Day Drop In!

A little treat for someone sweet! Join us Friday, February 14th for our Valentine's Day Drop-In, any time from 11:30am until 2pm.   Sweet treats and drinks provided!  

Christmas Drop in

First Responder & Military Workshop

Dine and Unwind: Dividend and Growth

Dine and Unwind: Identity Theft

Lunch and Learn: Identity Theft

Masters Kick-Off

Learn and Learn: Client Access

Valentine's Day Drop-in

Lunch and Learn: Client Access

Lunch and Learn: Social Security and Taxes

Lunch and Learn: Considerations for a Successful Retirement

Lunch and Learn: Client Access

Lunch and Learn: Account View