Workshops & Seminars

The McDaniel Corporation has conducted educational workshops and seminars throughout the Greater Columbia area.

For Individuals- Retired or Retiring Soon Learn strategies that can potentially help you:

  • Increase your retirement income
  • Transfer IRA's to the next generation without your children and grandchildren having to pay income taxes on these       lump sums all at one time
  • How to withdraw money from your IRA/401K/TSA income tax free
  • Simplify your financial affairs and enjoy the golden years more
  • Create a family legacy by using a multigenerational IRA
  • Learn new investment strategies to help preserve your principal

For Businesses/Churches/Civic and Service Organizations:Financial Management Workshops tailored to your needs.

  • Basic Education
  • Customized Presentations 

This same workshop has been presented throughout the United States to hundreds of companies both small and large, adults attending continuing education courses, and members or various trade, service, and religious organizations.

Call our office at 803-750-4848 for full information of our upcoming seminars or to schedule a workshop for your church or organization.  Please read fact sheets on Retirement Scams from the office of Personnel Management  - the Federal Government's Human Resources Agency.

REFERENCE MATERIAL: The McDaniel Corporation conducts financial educational workshops for state and federal government agencies, professional associations, and private businesses.

The following are some of the organizations and government agencies: (Click on the dept name for more info.) 

Department of Health and Environmental Services (DHEC)

Department of Labor, Licensing and Regulation (SCDLLR)

The University of South Carolina, Darla Moore School of Business (USC)

Central Chapter of the South Carolina Association of Certified Public Accountants (SCACPA)

South Carolina Institute of Management Accountants

South Carolina National Guard (SCNG)

South Carolina Forestry Commission

South Carolina State Employees Association (SCSEA)

South Carolina Department of Agriculture

South Carolina Chapter of Alliance for Retired Americans

South Carolina Chapter for National Association of Active and Retired Federal Employees (NARFE)


Craig and the McDaniel Corporation are also affiliated with and members of:

Federal Benefits Training Network (FBTN)

Corporate member of the South Carolina State Employees Association

Tarkenton Financial Services

Harry S. Dent, Jr. Author, President of H.S. Dent Financial Advisors Network

Ed Slott “America's IRA Expert”


Please take an opportunity to join your fellow S.C. business leaders, state and federal government agencies and professional associations by contacting the McDaniel Corporation and scheduling an appointment to discuss a worksite personal financial education workshop.  

You can also contact for more information.